Hello,
I created a workflow rule/field update that is not working and I wanted to see if anyone had ideas about why that might be.
For Contacts, we have several record types. We have a custom object, Case Management, which is the detail in a master-detail relationship with Contacts. Case Management also has record types (that correspond to different page layouts) which mirror the record types for contacts. This is so we don't see unnecessary related objects depending on the contact type.
I created the workflow rule to work on case management. I set it up so that when the Contact Record Type is set to a certain record type (let's say "general client"), it updates the record type of Case Management (so, the rule would have a field update that updates the Case Management record type to "general client"). My thinking is that we have clients who may change programs. So, if someone changes the contact record type, I'd like it to change the case management record type as well.
So I went in and tested it on a fake profile. I changed the contact record type and then went to Case Management, but the record type there did not update. I have activated the rule.
Any ideas why this wouldn't work?
Thanks!
2 Antworten
Workflow rules can trigger on create/edit of child records based on child or parent information.
Sounds like you are editing parent records. This edit will not update child records.
Workflow cannot do this.
Workflow can only edit the record it was triggered on or update parent records (master-detail only) if triggered from a child record.
To update a child record from an edit/save on the parent, you need to venture into Apex.
