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!
답변 2개
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
