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Benjamin Zerbib 3 Update Field through Trigger
Hello everybody!
I have a custom object (Signoff) connected to Opportunity through a Master-Detail relationship.
On Signoff, there is a field called Currency. I would like to make sure that if the Currency field on Opportunity is 'US Dollar' for example, the Currency field on Signoff must be automatically updated to 'US Dollar'.
I tried to make it through a Workflow but I can't update the Currency field on Signoff with a Workflow.
How to do it with code, please?
Thanks a lot
Benji
I have a custom object (Signoff) connected to Opportunity through a Master-Detail relationship.
On Signoff, there is a field called Currency. I would like to make sure that if the Currency field on Opportunity is 'US Dollar' for example, the Currency field on Signoff must be automatically updated to 'US Dollar'.
I tried to make it through a Workflow but I can't update the Currency field on Signoff with a Workflow.
How to do it with code, please?
Thanks a lot
Benji
You can do it by workflow/process builder. I assume you have Multiple Currencies activated in your org. you can use ISPICKVAL( CurrencyIsoCode,"USD") in workflow/process builder formula as condition. It will evaluate if entered currency entered in USD or other. For field update, Use Formula to update something like text('US Dollar').