I have a custom object which is of master detail relationship with Account.This custom object have the details of different insurances and its expiry dates. I have a formula field in this custom object which shows an image based on some conditions( Green- if not expired , red -if expired, etc.). One Account have different types of insurances ,so all these insurances are added as seperate records.
On Account page also I have a formula image field.I need to show a green image on Account page if all my child records have green. If any one is in red it should show Red image in Account. Could you please suggest best possible way to achieve this. Thank you
5 respuestas
I've used this method before to do something similar (update parent based on children). It uses process builder to look for changes on any of the children, calls a flow to evaluate the children and update the parent record.
http://succeedwithsalesforce.com/using-process-and-flows-to-update-parent-record-based-on-all-related-child-records/