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Tillu
From the above the page is "Policy" . we can see policy (Amount). And from policy related lists we can see "Transaction" object "Amount" field and from "Transfer " object we see "Expected Premium" (All are Marked).
Now,
for a transfer record to update, the match must occur within the same policy record. Attached is a screenshot of a policy .This would be considered a match. the associated transfer record has an Expected Premium value within 10% of the associated transaction record’s Amount. A match can only occur if both records (transfer and transaction) are associated to the same Policy ID. If the match occures then I have a checkbox on Transfer record. so it enables to True.
Can we acheive this through formulae or Trigger? If any one pls provide trigger for this scinario.
Need idea for this scinario?
From the above the page is "Policy" . we can see policy (Amount). And from policy related lists we can see "Transaction" object "Amount" field and from "Transfer " object we see "Expected Premium" (All are Marked).
Now,
for a transfer record to update, the match must occur within the same policy record. Attached is a screenshot of a policy .This would be considered a match. the associated transfer record has an Expected Premium value within 10% of the associated transaction record’s Amount. A match can only occur if both records (transfer and transaction) are associated to the same Policy ID. If the match occures then I have a checkbox on Transfer record. so it enables to True.
Can we acheive this through formulae or Trigger? If any one pls provide trigger for this scinario.
I think this can be acheived by using a trigger on Transfer object - when a new trasfer is created or updated -
1)what you can do is check get the policy ID of this Transfer .
2)From the Policy ID - you can do a query and get the transactions
3)From these transaction - check to see if any of the amounts match 10% of the expected premium of Transfer - if yes - you can check the box on the transfer object.
http://shivasoft.in/blog/salesforce/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6/
Try going through the following posts which have code snippets of triggers on child object updating parent data and vice versa:
https://developer.salesforce.com/forums/ForumsMain?id=906F00000008yVgIAI
https://developer.salesforce.com/forums?id=906F00000008m96IAA