I have a 1:M relationship between Opportunity and a custom object called Finance. On the opportunity record, I have a checkbox field called 'Approved'. On the Finance record, I have a picklist called 'Status'. Is there a way to check the Approved checkbox on Opportunity if ANY of the related Finance records on that Opportunity have the Status field set to 'Approved'? Possibly a formula field or workflow rule?
Thanks!
8 answers
If the have a Master-Detail relationship you could create a Roll-Up Summary field on the Opportunity that counts the number of Finance objects and add a filter on Approved = True.
Then you could create a Formula(Checkbox) field on the Opportunity that evaluates the Roll-Up Summary field and returns a True/Checked result if the RUS Field is > 0
If the Opportunity and Finance objects are not Master Detail you might be able to do it using the (free) Roll-Up Helper App => https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI
