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Salesforce Test 5 Automatically Picklist value Change
Hi all
I have a issue on my goal which is making problem .I have two object(Account and Object__c) both are in realtionship
In account object i have a picklist field with value(NEW and OLD).for example i have created a record in account object with picklist value NEW.
my rerquirment is when i will be create record on Object__c ,after creation of record the picklist value on Account object automatically changed to OLD.How it is possible.anybody have idea?
I have a issue on my goal which is making problem .I have two object(Account and Object__c) both are in realtionship
In account object i have a picklist field with value(NEW and OLD).for example i have created a record in account object with picklist value NEW.
my rerquirment is when i will be create record on Object__c ,after creation of record the picklist value on Account object automatically changed to OLD.How it is possible.anybody have idea?
Using workflow we can change picklist value.
Create workflow on child object.
rule criteria
ex : Account: Account Name NOT EQUAL TO null
Hi,
You can achieve this by using PROCESS BUILDER.
I assumed that "Object__c" is CHILD Object for "ACCOUNT" object.
Then
create a new Process in the Process builder (setup-->create-->Workflow & Approvals-->Process Builder)
In "Add object" section :- choose the "Object__c" object. (Start the process : "only when a record is created")
In Decision section i.e., "Add Criteria" section :- (Criteria for Executing Actions : "No criteria—just execute the actions!")
In "IMMEDIATE ACTIONS" section :- (Action Type : Update Records. Record Type : Select a record related to the object__c. Then choose the "Status" field and the value "Old").
Save the Process builder and ACTIVATE it.
Mark this as Answer if it helps you to complete the task.
Thanks
Syed Moosa Nazir TN
smartmoosa@gmail.com