Please view request below
In the Opportunities object within the Stage picklist field, there are values “Ready” and “Closed”
In a custom object name Loan__c , I have a checkbox field name Uncollectable_On_Receipt__c
Below are the relationships that exist between the 2 objects
- Lookup relationship from Opportunity to Loan
- Lookup relationship from Loan to Opportunity
Request – When a user selects “Ready” or “Closed” in the Stage picklist field in Opportunity, I want the Uncollectable_On_Receipt__c in Loan__c = TRUE.
Question – Can I create a workflow Rule with a field update or can I Process Builder to accomplish my request? If I could use both, which one I should use?
21 answers
OK, so I recreated your opportunity/loan objects and lookup relationships and verified that this approach works using declarative solutions only. - On the opportunity, create a custom checkbox field
- E.g. field name ‘Field X’
- Create an opportunity workflow rule
- Rule Criteria: ISCHANGED(StageName) && ISPICKVAL(PRIORVALUE(StageName) , "Ready") && OR(ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Closed Lost"))
- NOTE: I used ‘Closed Won’ and ‘Closed lost’ – you need to OR together all the appropriate Stages for your org
- Action
- Field Update
- ‘Field X’ to TRUE
- Check the box for ‘Re-evaluate Workflow Rules after Field Change’
- Create a Process
- Object: Opportunity
- Criteria
- Criteria for Executing: Filter Condition
- Field: [Opportunity].Field X
- Operator: EQUALS
- Value: True
- Check the box for ‘Do you want to execute the actions only when specified changes are made to the record?’
- Immediate Action:
- Object: [Opportunity].Loan
- Field: Uncollectable_On_Recepit
- Value: True
- On the opportunity, create a custom checkbox field
