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RainerRichter Trigger for Updating Cross Objekt fields
Hello together,
I tried to solve this scenario with the process builder, but it seems, one last step has to be done with a trigger!?
I have a Master-Detail relationship between account and a custom object "Account_Branche__c".
When an order line item is created, processbuilder creates a record in another custom object "Revenue_cockpit__c" with some selected data of this order line and it will be enriched with data from the account.
Now I want to add more data from the "Account_Branche__c" object. To identify the correct record in Account_Branche__c the conditions are: Account__c (Lookup Account) matches the field Agentur__c (lookup account) in Revenue_Cockpit__c.
Field Branche__c in obj Account_Branche__c matches Field Branche__c in Revenue and
Checkbox actice__c is "true".
Then it should copy field SalesMA1__c from object Account_Branche__c to field SalesMA_Agentur__c in object Revenue_cockpit__c.
Can I do that with PB oder must it be a trigger?
If trigger, could somebody help?
Thanks and cheers
I tried to solve this scenario with the process builder, but it seems, one last step has to be done with a trigger!?
I have a Master-Detail relationship between account and a custom object "Account_Branche__c".
When an order line item is created, processbuilder creates a record in another custom object "Revenue_cockpit__c" with some selected data of this order line and it will be enriched with data from the account.
Now I want to add more data from the "Account_Branche__c" object. To identify the correct record in Account_Branche__c the conditions are: Account__c (Lookup Account) matches the field Agentur__c (lookup account) in Revenue_Cockpit__c.
Field Branche__c in obj Account_Branche__c matches Field Branche__c in Revenue and
Checkbox actice__c is "true".
Then it should copy field SalesMA1__c from object Account_Branche__c to field SalesMA_Agentur__c in object Revenue_cockpit__c.
Can I do that with PB oder must it be a trigger?
If trigger, could somebody help?
Thanks and cheers