Apex Code Development You need to sign in to do that
Don't have an account?
Hm_invi how to change the picklist field values on unrelated records when opportunity is closed ? without apex.
I have three objects Opportunity(A), Project(B) and Project Task(C).
Project records are created from opportunity record.
Project Task records are from Project record.
Projects should be closed when opportunity is closed won/lost.
There is a status formula field on project which should be set to 'complete' when opportunity stage is closed.
But the project will only be 'complete' when i manually close the status Picklist field in all the project task child records.
But This project and Project task are a part of some managed package. so their field formula cannot be edited.
So is there any way i can modify the 'C' object records fields when 'A' is set to Closed won/lost.
Will it be possible to using process builder, lightning flows etc.
I dont want to implement trigger in this.
Thanks for all your time.
Project records are created from opportunity record.
Project Task records are from Project record.
Projects should be closed when opportunity is closed won/lost.
There is a status formula field on project which should be set to 'complete' when opportunity stage is closed.
But the project will only be 'complete' when i manually close the status Picklist field in all the project task child records.
But This project and Project task are a part of some managed package. so their field formula cannot be edited.
So is there any way i can modify the 'C' object records fields when 'A' is set to Closed won/lost.
Will it be possible to using process builder, lightning flows etc.
I dont want to implement trigger in this.
Thanks for all your time.
As per my understanding you would need custom solution for above functionality since you have managed package fields involved.
Thanks,