Ideally, a simple checkbox field.
- Opp Checkbox field is TRUE if Role the Contact Role = Influencer
This question is for the NPSP, therefore I also want to create another simple checkbox field for General Accounting Unit
- Opp Checkbox field is TRUE if checkbox field found on GAU = True
I belive my challenge with both needs is that both related objects are junction objects. Any help is much appreciated.
2 answers
Thanks Mayank for responding on the weekend - double points for you. Here are your answers:
1) Contact Roles in NPSP are used for soft credits, so yes, using the standard Contact Role object.
2) GAU is a custom object. GAU ALLOCATION is actually the junction object tying Opportunities to GAU. Opportunity is a Lookup on GAU Allocation. GAU is also a Lookup on GAU Allocation. Neither is Master Detail relationship.
3) Yes -- if any of the connected records hit the criteria, I do want the opportuity to be flagged
4) Yes - if the GAU and/or Contact Roles is changed, then yes, I do want the opportunity flag to also be changed back to false (if necessary)
