1. Work Order standard object.
2. Work Order Line Item child
3. Location customn object which is a child to Work Order Line Item and a grand child to the Work Order object.
Considering work order is a Standard object is there a way to show the Location record on the Work order record somehow either through the Work order line item related list or through creating a look up field between Location object and Work order object?
What is the best practice in this case?
13 answers
After you create a lookup field on the Location object to the Work Order object, create your Process Builder on the Location Object like below:
For your criteria, you want to specify that Work Order Line field on the Location record (its parent), is not blank.
For your field update on the Location object, you want to populate your Work Order (grandparent) lookup, via field reference as shown below.
When a Location is created, it will grab its Grandparent (Work Order) from its Parent (Work Order Line), populate the lookup field on the Location record. The result will be on the Work Order (grandparent) you can view all relatted Work Order Lines and Locations like below.
If there will only be one work order line and one location related to the Work Order, instead of populating the Grandparent on the Grandchild and viewing via related list, you could do a field update on the Grandparent when a location is created, populating a 'Location' lookup field via this path:
