I am looking to create a workflow that will pull a date onto a parent object from a child object.
The trick is there can be multiple of the child object, but I only want the date to pull once from a date field from the first child object with a particular status.
Can someone guide me in the right direction for a formula?
Thanks!
3 件の回答
You could use a process in process builder for this. Are you familiar with process builder?
In a nutshell, the process would run whenever a child record is created or updated.
You can then specify criteria as to when the process should be invoked. Your criteria would be something like:
- Record status = X
- Parent record date field is null
As you only want to update the date on the parent with the first record that is created, then you can add a criteria that checks if the field is blank on the parent account. If not, then do not execute the workflow.
Another solution if the dates are in sequential order (ex: if the date of the first record is always the oldest date), you could achieve the same with a roll up summary field. See second screenshot. The only caveat is that this would not work if the date on the 5th child is before the date on the first child ... but it would be an easier solution if the dates are in order (ex: terms for support where the start of the term 2 would always be after).
Let us know if you need more details for either options.
