I am working with a NP and they have an anonymous checkbox on both the contact and account record. Generally, they use the contact record more than the account and they would like that when the anonymous checkbox on the contact = true, the anonymous checkbox on the account should also equal true. Any ideas on how to do this?
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Eric Praud (Activ8 Solar Energies)You could create a flow or a process builder for it. PB is probably easier.
Create one on Contact on creation and update
As the criteria:
Checkbox equals Boolean True
As the action, update a record> a record associated to the contact and select Account
Find the checkbox on account - field reference - [Contact].Checkbox
Activate the PB.
If the chekcbox on one contact can revert to false and other contacts can still have it ticked, it gets more complex. You coudl probably achieve it with flows, but the easiest way woudl be to create a number field on Accounts and install this package:
https://github.com/afawcett/declarative-lookup-rollup-summaries
You can then roll up the amount of contacts associated to the account where checkbox equals true
You can then change the checkbox field on Account to a formula field returning a checkbox with this formula:
IF(erField>0
