I was hoping someone might be able to help.
I have an object, case and when you select this, one of the options you have is to create a complaint. When you create a complaint, you can select the contact of the person making the complaint. There is also a field on complaint status (picklist = open, closed)
On another object, contact, I have a field called complaint status. When a customer has an open complaint recorded on the complaint object, I want this to autopopulate the complaint status field with a checkbox or something similar on the contact object (and remain unticked if the complaint is closed or one doesnt exist).
I would assume process builder is the best option to go with but am struggling to decide what the immediate action should be once you input the complaint field object. Could someone advise? And confirm if the objects complaint and contact need to be related first?)
Any help would be appreciated!
3 réponses
I'm struggling with your data model. There's a complaint status on the contact object? What if more than one complaint is opened by/for a contact?
Also, what do you mean by "I have an object, case and when you select this," who/how is someone selecting a Case.? open, edit, view, create, dropdown on a form?
