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Sara Monksfield (RSC) 님이 #Data Management에 질문했습니다
We have a custom object called Article. It has a Master Detail relationship to Account and also a lookup to Cases, so the Case record has Article as a related list.

 

Article also has a Master Detail relationship to another custom object called Token, so Articles appear as a related list under Tokens.  Tokens have a Master Detail relationship to Account.

 

We have an automated API that creates an Article against an account, and associates it to a Token.  All good on that front. It also needs a case adding. I have created a case using Process and Flow, so as soon as the Article is created, a case is created too.  That works, but I am stuck with the last step, how to update the original article with the newly created Case number.

 

Process and flow create the case fine, but don't update the article record.  Workflow doesn't link between the objects.  Do I need to think about Triggers instead?  I'm hoping not, because I don't do code :(

 

Any advice gratefully received...
답변 9개
  1. 2018년 3월 1일 오전 8:31
    Hi Ines, it's working now.  The Article ID wasn't referenced in the Process Builder, so once that was rectified everything worked ok.

     

    Thanks for your help :)
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