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sfdc2705 Help with Formula fields
Hi All,
I want to know what is the best way to handle the below scenario..
I have a custom object 'Application process' and i have 'Applicant' field which is a lookup field on 'Contact 'object.I want to track the 'no of total applications' the applicant has applied for before,and also how many went to the next screening through 'no of advanced applications'.. both of these fields are number fields on 'Application process' object..I also have the same fields on the 'Contact ' objects which are formula fields.
I want these number fields to be updated automatically on the 'contact' object based on the 'Applicant status'.
Please let me know the best approach and if i am in the right direction or any other solution for this.
Appreciate any help.
I want to know what is the best way to handle the below scenario..
I have a custom object 'Application process' and i have 'Applicant' field which is a lookup field on 'Contact 'object.I want to track the 'no of total applications' the applicant has applied for before,and also how many went to the next screening through 'no of advanced applications'.. both of these fields are number fields on 'Application process' object..I also have the same fields on the 'Contact ' objects which are formula fields.
I want these number fields to be updated automatically on the 'contact' object based on the 'Applicant status'.
Please let me know the best approach and if i am in the right direction or any other solution for this.
Appreciate any help.
Could you please tell me the relationship between 'Application process' and 'Applicant object'.
I am assuming that the the relationship is master-detail which would be the best way to do this.
Contact formula fields are getting the values from Applicant? If yes then, being a Master detail record you can use the roll up summary fields to get the numbers you want on applicant from application process(Applicant being Master and application process being child), update the formula fields on the contact object to read these roll up values.
For you criteria, based on applicant status you can mention your criteria in the roll up summary field roll up criteria, and then it would calculate only based on the application status
Hope it helps :)
RD