I am trying to create a Workflow and Processbuilder for my requirement below and I am wondering if anyone could give me some ideas. I tried creating creating it on the Loan__c object, but I could not retrieve fields from Opportunity object.
In the Consumer__c picklist field in the Loan__c custom object, contains the values
- Not reviewed
- Consumer
- Non-consumer
- Insufficient information
- Ambiguous
- Request 1: When a user selects “Non-consumer” in the Consumer__c picklist field in the Loan__c object , in the Opportunity object, the Consumer_Loan__c checkbox = TRUE and the Consumer_Loan_Hidden__c = FALSE
Relationship between Opportunity and Loans:
I have a lookup relationship from Loan to Opportunity and another lookup relationship from Opportunity to Loan, view below.
Thanks for your time.
6 个回答
Correct! I get that but it's not about changes happening to the same record. Imagine there are TWO Load records below the same Opportunity. In that case which LOAN wins ?
