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I have two objects with a master-detail relationship (Work Order and Work Order Details). When creating the 'child' records, I need a field to track the line item number of each child record (1,2,3,4....).

 

So, ideally this would result in:

 

Master Record A

 

 Child 1

 

 Child 2

 

 Child 3

 

Master Record B

 

Child 1

 

Child 2....

 

Where the numerical identifier in the child record was in a unique field.

 

Any ideas?

 

Thanks to you all

 

 
7 respuestas
  1. 18 nov 2016, 22:22
    Brian,

     

    If you need the child records to dynamically obtain a number AND to be updated if one was deleted, you would need an Apex Trigger. (You can't kick off a WFR or process after a record delete.)

     

    Otherwise, I would first create a roll-up summary field on the master object that would use COUNT() do store the amount of child records. Then, create a WFR/Process on the Child object to update it's number field based on the current value of that roll-up summary field. Something like 

    TEXT(Parent__r.My_Rollup__c + 1)

    Also have to decide if you want this as the Name field of the record vs a custom number field.

     

    The reason why this wouldn't work exactly when you delete a record is that the newly created child record would be numbered correctly (4 if it the 4th child record since the roll-up summary would update), but the old 4th record would still be labeled as 4 even though it was now 3.

     

     
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