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SF
Validation rule, Process builder or flow
Can I create a flow or validation rule from a child object to validate 2 fields from a parent object. They have a look up relationship.
I want the sales order (Child Object) to through a error message when
1. opportunity(parent object) is attached AND
2. when sales order reach the status Partially billed, pending billing or billed AND
3. when 2 fields in the parent object are not filled. The 2 fields are Delivery and modality.
Thanks.
I want the sales order (Child Object) to through a error message when
1. opportunity(parent object) is attached AND
2. when sales order reach the status Partially billed, pending billing or billed AND
3. when 2 fields in the parent object are not filled. The 2 fields are Delivery and modality.
Thanks.
Try with below validation rule on sales order.
modify the api names as per your need. If this helps, Please mark it as best answer.
Thanks!!