I am looking for some suggestions/advice related to Process Builder and Flows as I have not used that much.
Task:
We have custom object named User Activities linked to Accounts. And we have tasks associated to each User. There is a formula field at User Activities level that indicates where its have all tasks completed (OFF tasks) or there are some they are working on (ON tasks). I have to generate a field checkbox at Account level which provides me the intelligence of how many users are having partial activities meaning a combination of activities with completed as well as in progress (combination of ON and OFF tasks). If there is a user with combination of on and off tasks i will check the box at account level for partial activities. Is it something that possible with process builder and flow?
Accounts ---> User Activities (having formula field "Task Status" : ON and OFF tasks)
Checkbox field at Account level ---> looping on user activities related to that account, if there are combination of activities, some having ON task and some having OFF tasks, check the box at account level
Thanks in advance!
4 respostas
Thank you for the update. But i m still not clear on what you are trying to achieve.
Here is what I think so far.
You have a custom object 'User activity' which is a child of Account object ( are they in lookup or master-detail)?. Then you have few fields on User activity object. OFF task, On task, Completed date. Now you need a field on Account object whoch will be a checkbox to say that this account has a mixture of OFF on ON tasks records. It should be checked if the account has a bunch of On and oFF and it shoulod be false if there are all ON or all OFF.
Is this correct or did I get it all wrong?
Here is my gmail, pratimashri320@gmail.com. will be happy to talk in google hangout.'
Thank you
