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Setting a checkbox based on a field value appearing in a related list
This is probably an easy one for you, I'm just having a very hard time getting my search terms right while looking for an answer. I'm a click admin, and I'm working on creating a checkbox that will mark itself true if a specific field value shows in a related list. We have a list of items, and each item has a family (for example, part# 330455 would be included in Widgets, and part# 330456 would be in Sprockets.) On our contracts, we have a related list that has each item, it's volume, and it's price that fills into a table on the final contract. What I would like to do is have a checkbox mark itself if "Sprockets" shows at any point in that related list. The family field is a picklist, which gives me some restrictions on formula. My most recent attempt is IF(ISPICKVAL(Item_r.Family_c,"Sprockets"),TRUE,FALSE), but since not all items on the deal may be sprockets, it has been coming back false. Any ideas?
You should rather try to create a workflow on your child object (deal-item) and update checkbox on parent (Deal).
So your workflow rule would run on your deal-item object and check for Family_c,"Sprockets", if found, then checkbox on Deal would be set to true. This way if system finds one or more sprockets, the checkbox would be true.
Here is some information: https://help.salesforce.com/HTViewHelpDoc?id=workflow_cross_object_field_updates.htm&language=en_US