I need to identify accounts, based on the current assets they may have. If they have an asset with the name containing the words 'Test Type' and the asset expiry date is greater than today, I need to have a tickbox on the account object checked. It also needs to uncheck if the asset expiry date goes into the past.
I have got the field to work on the asset, by using workflows and field updates, so now my asset has a checkbox that is ticked when the relevant criteria are met. My problem is, I can't seem to roll this up to the Account Object.
I've tried creating a formula field on Account but it won't reference Asset. I've also tried workflows but I can't seem to make the jump between the asset field and the account field, if I create a workflow on Account it won't reference asset and vice versa.
Has anyone any ideas please?
4 answers
Hi Sara,
You cant use workflow to write something on the parent based on changes to the child records.
You need an Apex Trigger or
You can look at App called Roll Up Helper where you can roll up even text fields from Child Record to Parent and then write a separate workflow on the Account Object, the free edition support roll up of upto 3 fields.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI
