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dawnzdydawnzdy 

Can't define cross object workflow?

Hi All,

 

 

   I thought there is a new feature in the Spring release which enabled us to set up workflow rule and specify the object to update. I know this only applies for Master/Child relation objects.

 

   However I encoutered the same thing as the poster listed below. I have a child object with Opportunity as the master object, but I couldn't see the drop down object select list to choose opportunity when I try to define the field update workflow rule.

 

   http://community.salesforce.com/sforce/board/message?message.uid=120423

 

 

   In the Sprint'09 release the "CROSS-OBJECT WORKFLOW FOR CUSTOM OBJECTS " section mentioned some setup is required but didn't say in details. What kind of setup?

 

   Any idea?

 

Thanks,

Dawn

Message Edited by dawnzdy on 06-11-2009 01:04 PM
Message Edited by dawnzdy on 06-11-2009 02:10 PM
Best Answer chosen by Admin (Salesforce Developers) 
shillyershillyer

Both objects have to be custom. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases.

 

Best,

Sati

All Answers

shillyershillyer

Both objects have to be custom. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases.

 

Best,

Sati

This was selected as the best answer
dawnzdydawnzdy
I see.Thank you very much!