I have a parent/child relationship between an Opportunity and a custom object called "Resource Request". A Resource request record gets auto-created when the Opportunity reaches a certain Sales Stage. There will only ever be one-to-one relationship between the Opp and Resource Request record (however, i want the RR to appear as a related list on the Opp, which it does.)
I am trying to pass the ID of the Resource Request back to the Opportunity, when the RR gets created. The reason being that i'd like to include the ID on a VF email template that gets sent from the Opp. However, i cannot seem to do this via formula field or process builder (On create of Resource Request, update related Opportunity).
I cant send the VF email from the Resource Request, as i reference Opp Line Items in the email, and cant seem to get this detail sending the email from the Resource Request.
All i need is the Resource Request ID, so that i can have a link to it in my VF email. Does anyone have any suggestions on how to get this?
Thanks in advance!!
2 answers
Wes, you can do this via a simple Workflow.
1. Setup | Create | Workflows & Approvals | Workflow Rules
2. New Rule
3. Select the Object: Resource Request
4. Evaluation Criteria: created [1ST OPTION]
5. Rule Criteria: formula evaluates to true
6. Formula:NOT(ISBLANK(CreatedDate))
and Save the Workflow
7. Add a Field Update as the Immediate Action
8. Field to Update: Opportunity
9. Select the Field to Update via drop down
10. Specify New Field Value : Use a formula to set the new value11. Enter formula
Id
12. Save it
13. Activate the Workflow it
