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Lawrance Titterton ha fatto una domanda in #Data Management
I have two records in a custom object A related to a Contact record.  A has a Start Date field and an End Date.  The Start Date is mandatory but the End Date is optional.

 

I also have a formula checkbox field, C, in object A which is ticked if Today is between the Start Date and End Date or the Start Date is earlier tha today and the End Date is blank, but unticked if the Start Date is later than Today or the End Date is earlier than Today.

 

I can only have one record in A ticked at any one time for any Contact.

 

When I add a new record to A I want to update the End Date of any record in A that has field C ticked (there could only be 1) to the Start Date of the new record.

 

Can this be done using workflow or does it require a trigger?
4 risposte
  1. 30 apr 2014, 12:13
    Hi, thanks for the response.  

     

    I need to update the End Date of record X when I create a new record Y.  I can't see how to do this using workflow as the field update would apply to the record I am creating, Y, rather than record X.
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