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MaheemSam Update child and grand children records
Hi,
Please suggest me how to update all child and grand child when parent account field is updated in account.
Example: Each account has a parent lookup field of account.
We created a checkbox called Global in account when this field is updated in account all its assocaited children and grand children "Global Account" checkbox should be checked please suggest me how to add this logic. Similarly when unchecked all childres and grand childrens should get "Global Account" be unchecked.
Thanks
Sudhir
Please suggest me how to update all child and grand child when parent account field is updated in account.
Example: Each account has a parent lookup field of account.
We created a checkbox called Global in account when this field is updated in account all its assocaited children and grand children "Global Account" checkbox should be checked please suggest me how to add this logic. Similarly when unchecked all childres and grand childrens should get "Global Account" be unchecked.
Thanks
Sudhir
Good Day!
You can update all the Child Accounts of the Parent Account Record by means of Process Builder itself.
1.Create the Process Builder on Account Object
2.Check the Option -->Whenever the Record is Created or Edited
3.In the Criteria node --> Give the Condition as Account --> Global Chekbox has been checked to True
4.In the Immediate Action node, choose update Records and then Choose the records as shown in the Screenshot below:
5. Then map the Child Account Global Field to the Parent Account Global Field by means of Field reference Option.
Please mark this as best answer if this solution solves your requirements.
All Answers
Good Day!
You can update all the Child Accounts of the Parent Account Record by means of Process Builder itself.
1.Create the Process Builder on Account Object
2.Check the Option -->Whenever the Record is Created or Edited
3.In the Criteria node --> Give the Condition as Account --> Global Chekbox has been checked to True
4.In the Immediate Action node, choose update Records and then Choose the records as shown in the Screenshot below:
5. Then map the Child Account Global Field to the Parent Account Global Field by means of Field reference Option.
Please mark this as best answer if this solution solves your requirements.
Thanks for your response.
Can you mark this as the best answer to help the other users in the Community?