In the Judgment_Event__c custom object I have the fields below.
Name - Text(80) field
Action_Type__c - picklist field
Recording_Location__c – Picklist field
County__c - Lookup(county) field
Recording_Office_State__c - picklist field of USA States
Recording_Date__c - Date field
In the Judgment Exp Matrix custom object I have the following fields below.
Judgment_Event_Name__c – Text field
Recording_Date_Summary__c - Formula (Date) = Judgment_Events_Date__c + Years__c
State__c – Text field
Years__c – Number field
My request is listed below.
If Action_Type__c = “Recording” and Recording_Location__c = “County” in the Judgment_Event__c custom object, I would like the following fields from the Judgment_Event__c custom object to populate into the fields below in the Judgment Exp Matrix custom object.
If this is possible, what kind of relationship do I need to set between the 2 objects? If this is not possible, then do I have to create an Apex Trigger?
In the Judgment Exp Matrix custom object a user will only enter a number in the Years__c – Number field .
20 answers
That's correct. Either one of these:
- Apex Trigger - Developer Effort Required
- **Process Builder Beta - No Developer Effort Required and Can be built thro' Point-and-Click
**Check out:
https://help.salesforce.com/apex/HTViewSolution?urlname=Process-Builder-BETA-Guide-to-Process-Builder&language=en_US
