When the contract has a reason for cancellation type of 30 day cancellation:
ISPICKVAL(Contract__r.Reason_For_Cancellation_Type__c , "30 Day Cancellation")
I want to update the stage field on the Roadmap to Cancelled contract
2 件の回答
Davina-
The object that your workflow is referencing is the Membership Roadmap object. But the rule criteria is looking for Contract field to change.
My sense for a cross object workflow, is that the object for the workflow rule must be Contract, and when Reason_for_cancellation__c = '30 Day Cancellation', make a field update for Roadmap__c.Stage__c = 'Cancelled Contract'.
Hope this helps!
~Jesse
