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krh
Field update from child to parent in lookup relationship
Hi Experts,
I want to update parent case when child case is updated, we have standard lookup relationship with case(ParentCase).
Can anyone please help me to update parent.
Thanks in Advance,
hema
I want to update parent case when child case is updated, we have standard lookup relationship with case(ParentCase).
Can anyone please help me to update parent.
Thanks in Advance,
hema
You can do this via Process Builder without writing any code.
Create Process On Case Object.
1) Start the process when Case is Created OR Edited
2) Add the criteria in the Node (The Child Case Status Criteria)
3) Also, make sure that you have added the condition to process only those cases who have Parent Case.
Refer Image for your reference.
Immediate Actions:- Update Records
For "Select a Record to Update" Select "Select a record related to the Case" and then Select "Parent Case Id"
Hope this helps.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
I have implemented process builder as same as you suggested but its not working, since the field I'm using workflow to update field and that field is using in process builder to update parent.
custom field A(child)->updating using WF
Custom field B(Parent)-> custom field A using process builder
Can you pls suggest me how to use parent.
Thanks