Hi all,
I have object A (parent) and object B (child);
Is possible to launch an approval process on all record B starting from an A record?
On some parent records I'd like to enter in data manually into a field that is normally used by DLRS as a rollup field. Since all my summaries use realtime calculation mode, those few instances where I manually inputted a value don't get reset back to 0. But I'd like to have added protection so that even if I were for some reason to do a full calculate, those records where I manually edited rollup fields don't get overwritten. Any recommendations for how to do this? I don't think I can use the child relationship filter, because in these instances there aren't any child records.
Hi there,
We've developed a flow that creates child records of a record based on whether it meets certain criteria. Up to 50 child records can be created, but usually average is around 5-10.
We have approximately 30 DLRS that roll up from the child record to 3 different parent records.
We are encountering DLRS SOQL errors, and the reason why we think it's DLRS is because our flow errors out, but when we updated the DLRS to scheduled, then the flow successfully ran.
Flow jobs are bulkified so it's not an error with the flow. We also have filters on the DLRS so that none of them should run when the flow is completed. However, what we're seeing here and what I've seen on another project, is that even though there is a filter specified, any inserts or updates to the records will cause DLRS to re-calculate, even if they record does not meet filter criteria (but it will be ignored in the calculations)
Has anyone experienced this before and any workarounds to make our process scalable?
Hi Everyone,
In value tables, is it possible with OOB settings to group child record information under their respective parent record rather than having them appear in separate rows? I have a strong feeling that this is going to require some SAQL or extra dataflow work to make this possible, but I just wanted to check here first in case I am overlooking something.
I know compare tables have this functionality, but they aren't sufficient enough to show the data I am looking to report on. I had to create custom columns in a dataset to split out child records based on their 'Type' and am now looking for a way to group all these columns under their parent record on one row.
Thank you in advance!
Hi everyone,
I'd like to setup a new Flow so that there is a new Task action created on all child records of an object.
So if there are 3 objects: A, B and C
A and B have a master-detail relationship and B and C have a master-detail relationship.
How can I setup Flow to create new tasks on all child records of Object C when a field on Object A is updated?
I have a request when an account record is created it should automatically create some child records i.e. Accounts -> invoice & Accounts -> Quotes. Flows is most likely the solution however it is one of my weaknesses, im assuming upon record creation i would require a record trigger, a record variable for invoice and quotes would i need an assignment element to pass the accountID to the invoice and quote before i use a create record element?
} will have the account id. Use the Create Records element to create the invoice and quote.
If your processing is complex, then there may be some additional considerations regarding the number of flows and types of flows you might want.
📚 Let's learn how to use Process Builder to update child records and lookup fields whenever the parent record is modified.
Here's how ⬇️
Use Process Builder to update child records and lookup fields from parent
Default Record?
Is there an easy way to flag a "default" record ...like in NPSP you can flag a "default" household address? I have a custom "Meetings" object, it's a child object to Cases, and I want to allow only one meeting per Case to be the default meeting.
Any thoughts?
Thanks!
There is MD Relationship between two objects. Delete the parent. How will you access the child records? Suggest solutions
How to populate multi select pick list from parent to child and child multi select pick list should be selectable while creating child records
Eg : Parent A has Multi Select picklist field as "picklist11" and having "x,y,z" as values, suppose if i try to create Child A record, i want same picklist should be available at child where i can select values as "x,y,z OR x,z OR y,z OR y OR x " etc
Can someone suggest, is it possible via declaratively
