Update field on parent object from field on child object

Question

We have a field (Credit_Approval_Status__c) on the Case object that we want to have populated with a field (Credit_Approval__C) (picklist) from a child custom object (Case_Line_Items__c) (no master detail relationship) any time the field is populated and updated.  Seen lots of posts on parent child relationship but we're not having any luck with creating flow or process etc.  Spinning our wheels.  Any help is greatly appreciated.

Doug Burkhart · Accepted Answer

Scott,

You can do this via the Process Builder. Create the Process on the Case Line Items Object and define the criteria for when it should execute, such as if the record is New and the Credit Approval is populated OR if the Credit Approval is changed. Then, your action should be a field update on a related record and you want to update the record that sits in the Case field on your Case Line Item record. Then, choose to update the Credit Approval Status field on the Case using the value in the Credit Approval field on the Case Line Item record that started the process.

Doug

Roger Lao · Answer

Thanks Doug.  That was pretty much what we had built in process builder but your confirmation helped us get to the solution.  Thanks!

Update field on parent object from field on child object

Data Management

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