Need to create a formula to check the following from the parent record.
If "Overall Reportability Status" field (in parent Ticket record) equals "Reportable" or "Reported" and the (child record) current status is "Waiting" a workflow action "Submit" cannot be performed.
The Workflow Reference looks like this as an example as there is a Status and an Action (Its custom)
IF(Contains (CMP_WF_Status__c,"Waiting"),"Waiting",
IF(Contains ( CMP_WF_Action__c ,"Submit"),"Submit"
9 answers
Hi Ryan, Try something like this
AND(
OR(
TEXT(Overall_Reportable_Status__c) = "Reportable",
TEXT(Overall_Reportable_Status__c) = "Reported"
),
Contains(CMP_WF_Status__c,"Waiting"),
Contains(CMP_WF_Action__c ,"Submit")
)
