I'm interested to hear suggestions as to how to solve for the following scenario.
I have two custom objects, User_License and Branch_License. Each contain a status picklist, and a state picklist in addition to the other relevant fields for these objects.
User_License will contain one record for each user and state in which they are licensed.
Branch_License will contain one record for each Branch and state in which they are licensed.
On the User_license detail page and in list views I would like to display the status for the Branch_license for the state associated with that user license record without the need for the user to use any sort of lookup functionality.
I had assumed that this could be done via a formula but after several hours of attempting various options, creating relationships, etc. within my Sandbox I cannot seem to identify a reliable way to do this. Without requiring anyone to get too deep into specifics what would be the best approach to this scenario?
6 answers
This looks fun - thinking you are going to need to use Flow to do a comparison between each one of John's records and his branches records, then set flags as needed based on that comparison.
You familiar with flow?
