While I was setting up agreement templates in X-Author, I encountered this problem when working with Amendment records.
Our amendment records in Apttus (Salesforce), and so is our page layout for amendment, dont have the Parent Agreement name field and the Amendment Number. As I wanted these two fields to merge with our template in X-Author, I have no fields to get from Apttus since those are not created.
Could you please guide me on how I can make parent agreement field automatically generated when amending records. So if its amendment no 1, then that new record will get the parent agreement's name; if its amendment 2, I will get amendment 1 name as the parent name and so on. Right now, we dont have this field set up yet but there is a field in the system labelled as Parent Agreement but is not being used.
I dont know if this is just a matter of formula.
Please let me know what to do about this?
Thanks very much for your time and help.
21 réponses
Yes, Apex and this is the apex page: Apttus__AgreementAmend.
When looking Amendment Object, look at the custom fields & Relationship
look at the data type - you should see either
Lookup (NameOfLookupObject) or Master-Detail(NameofMasterDetailObject).
Do you have a the self reference relationship (object referencing it self).
Either way, lets give it a shot.
1) Go to the Create-Workflow&Approval-Workflow Rule - Click New Rule
2) fill in name: UpdateAmendmentNameWF choose "Created, and every time it edited"
3) IN Rule criteria: choose "Formula evaluates to true" and in the formula textbox type: true
4) hit save
Now Create the Field update
1) Click add work flow action - choose New Field Update
2) Fillout name: UpdateAmendmentChildName
3) In hte Field to update choose child object and child field name
4) In formula (click show editor) click Insert Field, choose parent object, it should be something like Parent>, click that and you will see list of parent fields, choose parent field. Note the parent object will likely have the __r behind it like
NameofMasterDetailObject__r. The __r signifies it's the related list (or parent/child relationship).
5) Click Save
6) Go back to the rule and Activate it (the active checkbox should be checked)
Now run your test by clicking the amend button. Pray that it will work. if not try to debug it.
Otherwise send screen prints, either I or someone else can help if they can see the code you have created.
Good Luck!!!
