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Jonathan Anspaugh 6
Control a checkbox with value from multiple related records
I need to solve a process automation issue. Right now I have a checkbox field called 'Can Contact' on the Contact and a custom object related to the contact via lookup field. What I need to do is:
A) Check the box on the contact is ANY of the related records has a 'Can Contact' that is 'true'
--- This is already done and working properly through Process Builder
B) Uncheck the box on the contact if ALL of the related records have 'false' values for their field.
--- This is where it is not working.
While the Process Automation works for A, I know I likely need to convert A & B into a trigger but am not sure where to begin or how to formulate the trigger since there are potentially multiple associated records to search.
My fields are:
Contact.Can_Contact__c
UHCU_Accounts__c.Can_Contact__c
Again the logic is:
A) If ANY related UHCU Account is checked, then check the Contact field.
B) If ALL related UHCU Accounts are not checked, then uncheck / have a non-checked field on the Contact
Any help would be greatly appreciated.
A) Check the box on the contact is ANY of the related records has a 'Can Contact' that is 'true'
--- This is already done and working properly through Process Builder
B) Uncheck the box on the contact if ALL of the related records have 'false' values for their field.
--- This is where it is not working.
While the Process Automation works for A, I know I likely need to convert A & B into a trigger but am not sure where to begin or how to formulate the trigger since there are potentially multiple associated records to search.
My fields are:
Contact.Can_Contact__c
UHCU_Accounts__c.Can_Contact__c
Again the logic is:
A) If ANY related UHCU Account is checked, then check the Contact field.
B) If ALL related UHCU Accounts are not checked, then uncheck / have a non-checked field on the Contact
Any help would be greatly appreciated.