Yesterday I created a workflow rule with a field update in order to simplify the process of closing down an Account. We have a custom object named object called Invoice on the Detail side of a M-D with Account. I created rule whereby our 'Pipeline' invoices (that we create for annual billing) are set to a picklist value of Voided when we set another Picklist on Account as 'They cancelled' or 'We relinquished'. The rule and update are as follows:
Rule Name
Cancel Void
Object
Invoice
Active
_img alt="Checked" src="
https://emea.salesforce.com/img/checkbox_checked.gif" /_
Evaluation Criteria
When a record is created, or when a record is edited and did not previously meet the rule criteria
Description
Rule Criteria
(Invoice: Class equals Pipeline (Y)) and (Account: Decision equals We relinquished,They cancelled)
Created By
Admin, 13/09/2012 10:46
So in my understanding the Invoice, which is already set to picklist 'Pipeline (Y)' should be triggered to run this update when the Account Decision picklist is set to We reliquished / They cancelled.
Name
Y Void
Unique Name
Y_Void
Description
Object
Invoice
Field to Update
Invoice: Status
Field Data Type
Picklist
Re-evaluate Workflow Rules after Field Change
_img alt="Not Checked" src="
https://emea.salesforce.com/img/checkbox_unchecked.gif" /_
New Field Value
Voided
I activated this rule and tested it by changing the Account picklist, but the relavent invoice attached to the account did not update. Can someone tell me if I am missing part of the process here, or if this kind of field update is simply not possible? I have tried a similar picklist update on Opportunities, again with no success, though I have created working workflow rules on dates before.
One work around I did attempt was to have a formula set a field to 1 on the Invoice when the picklist on Account was update and for that to trigger the workflow rule, but this did not trigger either.
Can anyone please offer any advice on this?
The only way to get this to work the way you want (update on Account fires workflow) is to have the workflow rule created on the Account, not the Invoice. Give this a try:
Create a Roll Up Summary field on the Account object that does a COUNT of all Invoices where the Class = "Pipeline (Y)". I am calling it InvoiceClassCount__c.Then create a workflow rule on the Account object with the Rule Criteria:
(InvoiceClassCount__c > 0) and (Account: Decision equals We relinquished,They cancelled)
