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Topics#Data ManagementPregunta de Brian Cotlove
Brian Cotlove preguntó en #Data Management
25 jul 2017, 18:05

Workflow or Process (builder) to add Account contacts to Custom Object via a Custom Junction Object

Hi all,

 

I have a custom object called "Website Setup" that is used by our project managers (PM) to manage the customer's website design workflow. This object has lookups to both the Account and the Opportunity.

 

The contacts are stored at the Account level (from the sales process), but I would like the PM to be able to view all the related contact information on the "Website Setup" object view so they don't have to switch back and forth. 

 

Following the advice of the two threads below, I have created a Custom Junction Object (CJO) called "Contact Roles (Website Setup)"

You can see the custom M-D fields on the CJO here:

 

Workflow or Process (builder) to add Account contacts to Custom Object via a Custom Junction Object

 

You can see the new contact role that I'm able to add here on the "Website Setup" object.Screenshot showing a new contact on the contact role (website setup)

 

I have two questions:

  1. Did I set this up correctly? When I click the "New Contact Roles (Website Setup)" button, I get a standard contact search lookup that forces the user to search ALL contacts in our system. Is it possible to just have the ones related to the Account there?
  2. Is it possible to create a workflow and/or process (builder) to have all the contacts listed on the Account level automatically pulled in to the new "Website Setup" (via the CJO) automatically each time a new "Website Setup" object is created?

Thanks in advance for your help.

1 respuesta
  1. Heather Mickey (Alexion Pharmaceuticals)
    26 jul 2017, 10:10

    Hi Brian,

    1. Did I set this up correctly? When I click the "New Contact Roles (Website Setup)" button, I get a standard contact search lookup that forces the user to search ALL contacts in our system. Is it possible to just have the ones related to the Account there?

      • If you want the Contact list to only display Contacts for the Account, try utilizing the Lookup Filter section of the Custom Field.
    2. Is it possible to create a workflow and/or process (builder) to have all the contacts listed on the Account level automatically pulled in to the new "Website Setup" (via the CJO) automatically each time a new "Website Setup" object is created?

      • You could create a Process Builder when a new Website Setup is created to trigger a Flow. Send the Account ID from Process Builder to a variable in Flow. Quick lookup Contacts with the Account ID and store in a Collection. Then quick/create records on the Contact Roles (Website Setup) for each Contact.

    Hope this helps!

     

    Thank you,

    Heather

     

     
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