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Satya Ranjan Mohanty opportunity closed date
Hi All,
Here my situation is, in Opportunity object we are having a field closed date and in product level their is a field Date field
my requriment is when we will change opportunity closed date field by 3 days then in product level date field should be added by 3 days.
for example: Opportunity closed date is 6/1/2017 i will change it to 6/3/2017 then in opportunity product if it is 5/31/2017 it should become 6/2/2017.
we can achieve it by trigger but we need workflow because some other reqiurment are their based on this change in the UI
I need a help to write a workflow formula
Thanks in advance
Regards,
satya
Here my situation is, in Opportunity object we are having a field closed date and in product level their is a field Date field
my requriment is when we will change opportunity closed date field by 3 days then in product level date field should be added by 3 days.
for example: Opportunity closed date is 6/1/2017 i will change it to 6/3/2017 then in opportunity product if it is 5/31/2017 it should become 6/2/2017.
we can achieve it by trigger but we need workflow because some other reqiurment are their based on this change in the UI
I need a help to write a workflow formula
Thanks in advance
Regards,
satya
As far i understand Opportunity object is the parent and Opportunity Product is the child. One cannot create a cross object workflow filed update from parent to child, that is changes in parent field cannot make changes in child field, whereas vice versa is possible.
The only way to do is by using the Process Builder or Trigger.
For more details please refer to https://trailhead.salesforce.com/modules/business_process_automation/units/process_whichtool.
Make my answer in count if i answer your issue.
Thanks,
Sangeetha.
What Sangeetha said is right., we cannot create a Cross-Objecte workflow update from Parent to Child. But there are workarounds to achive this.
You can create a formula field in OpportunityLineItem which shows CloseDate of the parent Opportunity.
Then you can create a Workflow on OpportunityLineItem (Opportunity Product) with criteria when the formula field IsChanged.
You can store the the number of difference days in another field and using that, you can update the Date field in OpportunityLineItem .
Not sure about this approach., but you can give a try.
Best Regards,
BALAJI
Thanks for your sujjection can you tel me what should be the condition in process builder.
Regards,
satya