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Topics#Data ManagementDomanda di Brittney Valverde
Brittney Valverde (Barracuda Networks) ha fatto una domanda in #Data Management
10 apr 2020, 01:28

How to update parent record after all child records are approved?

We have a custom object called Releases and child records called release components. I want to create a Process Builder that updates a field on the Release record when all of the release components tied to that Release are marked as deployed. How would I go about doing this?
5 risposte
  1. Ahilesh Ragavan Radhakrishnan (Simplus)
    10 apr 2020, 02:07
    If they are in Master-Detail, then do like this:

     

    Step1: Create a Rollup summary field on parent record to count the total number of child records

     

    Step 2: Create a Rollup summary field on parent record to count the numner of child records which are marked as deployed(using a field filter in the field)

     

    Step 3: Create a Formula(Checkbox) field on parent record with below formula:

    Rollup_Field_1__c = Rollup_Field_2__c

     

    Basically ,what we are trying to achieve is if the total number of child records equals the number of child records marked as deployed then the formula checkbox field will be checked.

     

    As this a formula field it is automated and we do not need a process or workflow rules.
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