When I upload/create a Timesheet record, I want it to find the Rates record with the matching Employee__c and Project__c and update the RT_Rates__c and OT_Rates__c on the Timesheet accordingly. I feel like this isn't complicated and I'm overthinking it, but I've tried formulas on Timesheets and Workflow updates and can't get it to work. Please help!
2 件の回答
Hello Diandre,
This is not possible using process builder. You need to build a flow to do this.
Fortunately, there is an knowledge article matching exactly with your use case.
See here:
Sample Flow to copy child Records from one object to another, and update the original items.
https://help.salesforce.com/articleView?id=000214041&type=1
