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How to display fields from child object to the parent?
Hi all,
I need to get child details to the parent level in order to run process builder with the right criteria.
There is an object Contract (Parent) which has a Child object Security (has a lookup on Contract).
Thanks
I need to get child details to the parent level in order to run process builder with the right criteria.
There is an object Contract (Parent) which has a Child object Security (has a lookup on Contract).
Thanks
Could you please explain me the eaxct business requirement?
Basically, process builder needs to generate separate tasks depending on the "Type" field under child object Security.
Well, in this case, shouldn't we be creating the Process on the Security object instead of the parent Contract ?
Well the process actually is for the Case object which is related to the contract.
Oops! I am confused. Can you please tell me how the objects are related and how many objects are there in your question ?
Case (Process Builder runs from) that has a lookup on Contract and Contract's child: Security (has a lookup on Contract)
Ouch. I dont think we can traverse relationships that far (2 level deep). I am thinking you will have to use Apex Triggers for this.