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When field review_date__c on object knowledge_article__c changes to a specific date, it should create a new record on object Incident__c. I have achieved this with process builder.

 

However I then wish to be able to create a Knowledge_Incident_Link__c record and link theknowledge_article__c record with the Incident__c. Ideally I'd like to do this with another process, but what are my options? How can I implement this idea? What steps would I need to take?

 

Creation of many to many record through process builder/flow/apex?

 

Below are the object relationships.
1 respuesta
  1. 20 may 2017, 16:23
    If you have developer skills, this is most easily done in a trigger. However, a Flow (fired from a Process Builder) might also be able to accomplish it. If you decide to go the trigger way, head over to the Developer Community (https://developer.salesforce.com) where you'll find complete Apex documentation, including a full object reference.  
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