On Contacts, I need to push a custom checkbox (ROI) to a custom object (Financial Case) that has a lookup relationship.
These aren't connected when I try through a workflow. Any ideas?
답변 3개
Rian, If the Contact is the Parent and Financial Case is the Child(which means you have the Lookup Field on the Financial Case object) then you can create a Formula Field on the Financial Case object like say -
Contact__r.Checkbox_Field__c
Formula Field will be of type - Formula Checkbox and you have to use the Insert Field button and look for "Contact >" to find the checkbox field.
