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Topics#Salesforce DeveloperKaterina Parkins's Question
Katerina Parkins (Matrix Solutions) asked in #Salesforce Developer
Jan 28, 2016, 2:43 PM

Workflow or Code?

Hello, I have a custom object with STATUS field which I'd like to auto-populate based on whether the object's child object(s) RECEIVED date field is populated. (or the child's STATUS field if the date field would cause issues) These two objects have a master-detail relationship. There is never a set number of the child objects and can vary from 0 to 15 and they all have their separate RECEIVED dates.

I would like the master object's STATUS to be auto-updated based on the 'lowest' number of the individual entries in the child object i.e. if 2 entries are marked but one isn't then the STATUS field would say 'Partially' until they are all populated, then the STATUS would change as ALL IN.

Can this be done using roll-up summary and field update workflow or would this have to be done by a code? I can't figure out how to create a formula which would check the fields for entries and then update the master status field accordingly. 

Thanks so much for your help.

Katerina 

 
10 answers
  1. Jamie Wooley (Brightgen)
    Jan 28, 2016, 3:18 PM
    Would it be possible to do this with a couple of roll-up summaries?

    One rollup summary would count all child records, so 15 if there were 15 children.

    One rollup summary would count all child records, but with a filter criteria that the date field is not null. so if of the 15, 5 had dates, this value would be 5.

    Then you could auto-set the status based on the difference between these two fields? I.e. 15-5 !=0 therefore, status = 'Partially'. or if all had dates, 15-15==0 therefore set the status to 'All In'.

    I've not validated that all of the above is possible, but I can't think of any reason why it wouldn't be!
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