I have a picklist field on the product object that I am referencing on the order product via a text formula as outlined below. I am then trying to trigger a workflow rule based on the order product field but I just can't seem to get it to work. I'm not sure if its because the output of the text formula in the order product field doesn't match what the picklist displays? When I look at both fields they look the same. Here's an example if anyone can help me please?
Product Object:
Rental Stage = Rental_Stage__c - picklist (Order Placed, Reserved, Confirmed, Rented Out)
Referenced on Order Product via formula:
Rental Stage = text(PricebookEntry.Product2.Rental_Stage__c)
Now, I want the workflow rule to run when the Rental Stage on the Order Product = "Reserved"
Can anyone please help me figure it out?
Thank you
Seema
7 个回答
OK, that makes it clear. A few things to remember here:
1. A workflow rule residing on an object only fires when updates on the same object are made. So if a field on the Product object is changed, you need a Process to update the child Order Product record. The same cannot be achieved via a workflow rule.
2. You need a Text field on the Order Product record that will be updated to "Reserved" value when a selection on the Rental Stage field on the Opportunity is made. This will obviously be accomplished with the Process mentioned in #1.
3. You need another Process on Order Product object that fires when the Text field gets updated to "Reserved" via the first Process. Now something very important to remember here:You must mark the following checkbox for this second Process to fire-
Recursion - Allow process to evaluate a record multiple times in a single transaction?
4. Add appropriate update record and email alert actions to both processes and do not forget to activate them.Reason why we are doing all of this? Workflow Rules are incapable of triggering another workflow rules when cross object field updates are made.
Only workflow rules on the same object as the initial field update will be re-evaluated and triggered.
That is why I am asking you to create Processes for accomplishing your requirement. Let me know if you have any questions related to the above.
