Skip to main content
Hi everyone, I have a complicated question.

We have an object called Project. This object contains te following fields:

- Project Name

- Start date

- End date

- Total project months

- Average revenue per month

We want to create a detail object that holds a record for each month within a project. So this Project Months object should have:

- Project Name (master-detail relationship)

- Month number (month number - year, a text field)

- Average revenue per month (formula field, automatically the avg revenue belonging to the related project)

So in short, when a project is created, there should be records created for each Project Month containing the project name, month number and revenue. So when a project has 12 months, 12 records should be automatically added to the object Project Month, each containing the project name, month number and revenue.

I'm looking for a smart and maintenance fiendly way to do this. Please advise!
5 risposte
  1. 28 gen 2019, 13:46
    Do you want all 12 child records to get created at one time or Month wise?
0/9000