On Contacts, I need to push a custom checkbox (ROI) to a custom object (Financial Case) that has a lookup relationship.
These aren't connected when I try through a workflow. Any ideas?
3 answers
Rian, If the Contact is the Parent and Financial Case is the Child(which means you have the Lookup Field on the Financial Case object) then you can create a Formula Field on the Financial Case object like say -
Contact__r.Checkbox_Field__c
Formula Field will be of type - Formula Checkbox and you have to use the Insert Field button and look for "Contact >" to find the checkbox field.
