I'm trying to transfer records from a related list from one object to an identical related list in another object.
With the help of Approval Processes and Process Builder, we fill out a New Account Form and upon final approval, it creates a Financial Account. I have a Beneficiaries related list on both objects, the New Account Form & Financial Account. When filling out the NAF, users have the ability to add Beneficiaries. Is there a way to have the beneficiaries transfer over to the related list in the Financial Account upon the final approval process?
Please send help!! Thank you
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Hi Trenten - assuming your new account has a lookup relationship to the old account, then yes.
Create a lookup called 'Financial Account' on the original account, a checkbox on the oriignal account called 'copy beneficiaries' and then another 'copy beneficiary' checkbox field on the beneficiary object.
When you create your new financial account, have a process builder that fires upon record creation and updates the 'copy beneficiaries' field on the original account to = true.
Have another PB on the account or new criteria within the existing PB you just created, that fires when 'copy beneficiaries' = true (be sure to check the box under advanced for your criteria so it only fires once).
Update Beneficiaries__r (all related beneficiaries) and mark the 'Copy Beneficiaries' as true.
You'll have a PB on the beneficiaries object, that fires when 'copy beneficiaries' = true (be sure to check the box under advanced for your criteria so it only fires once), create new a record, beneficiary record, where the parent account equals Beneficiary.Account.FinancialAccount and then copy all other fields via field reference.
