Here is the scenario:
We have clients in our residential program who are stepped down to home. There are different reporting requirements when they move home (but not all our clients will move home) and so I've created a record type and page layout for Case Management (a custom object) for youth who go through these steps. The record type and page layout they have while in the residential program does not have all of the data that we need to track for youth who step down and so the record type needs to change when they make that move.
I know that you can't update a child record with a workflow rule based on a change in a parent record. I have tried to work around this by putting formula fields on their Case Management record that update when something on their parent record changes. So, when their current program changes from residential to trial home visit, the field is updated on their contact record and then is updated on their case management record via the formula field on case management.
The workflow rule is not working when I test it out. Is this because I'm using those formula fields as a work around? Any ideas?
1 个回答
Formula fields are calculated dynzmically when you display a reord, so nothing is actually triggered when you change a value in the parent record. That is why your workflow is not working.
There will be changes in the Flow (not workflow) tool to do this in Spring 14 : have you looked at Flow ?
