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Tala PinedaTala Pineda 

Create a new record to a custom object when checkbox is true

I need assistance with creating a new record on a custom object Hardie_Builders__c everytime the Account checkbox Hardie Builder is set to true. It will only contain the hyperlinked Account Name. 
Best Answer chosen by Tala Pineda
Sukanya BanekarSukanya Banekar
Hi,

You can use process builder to create child record.
  1. Create process builder
  2. Select Account object
  3. set criteria if checkbox set to true
  4. add action 'create record'
  5. select related object (Hardie_Builders__c )
  6. Assign values to the fields for custom object also assign AccountId (relationship name to an Account) = reference of Account id
  7. save and active the process builder
Let me know if this help you to solve your problem.

Thanks,
Sukanya Banekar

 

All Answers

Sukanya BanekarSukanya Banekar
Hi,

You can use process builder to create child record.
  1. Create process builder
  2. Select Account object
  3. set criteria if checkbox set to true
  4. add action 'create record'
  5. select related object (Hardie_Builders__c )
  6. Assign values to the fields for custom object also assign AccountId (relationship name to an Account) = reference of Account id
  7. save and active the process builder
Let me know if this help you to solve your problem.

Thanks,
Sukanya Banekar

 
This was selected as the best answer
goabhigogoabhigo
Is Hardie_Builders__c and Account are related? If yes, you can use Process Builder to create a record; follow the steps mentioned by Sukanya.

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Abhi
Tala PinedaTala Pineda
Great! Thanks so much!