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harshadeepthi kharshadeepthi k 

how to write a process for unrelated objects

Good Afternoon,

 

I've 3 objects namely- Doctor, Patient, Doctor-Patient , where Doctor & Patient have a lookup relationship but Doctor-Patient doesn't have any relationship with the 2 objects.

Requirement is that I'e to update/auto-populate the fields of Doctor-Patient fields whenever Patients fields are inserted.

I can't write a Trigger, & workflow will not work for this . HOw can I write a process using Process Builder?

Please help me out with this.

 

Thanks & Regards,

Harsha Deepthi K.

yogesh_patilyogesh_patil
Can you please elaborate on the information available in the Doctor-Patient object?
harshadeepthi kharshadeepthi k

Hi Yogesh,

 

I've resolved the issue. 
Issue was I wanted to update the fields of Doctor-Patient object based on Patient fields and  there is no relation between the Doctor-Patient nad Patient objects.
I've created a process builder on Patient object & gave an action as Update records with Record type as Doctor-Patient. With this step I was able to give field reference of Doctor-Patient object.

So, whenever I insert field data in Patient object, automatically the Doctor-Patient fields are updated with that data.

 

Thank you for your response :)

Regards,

Harsha Deepthi K.
Health Care 13Health Care 13
can you send the snapshorts of processbuilder and work flow