function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
acl5acl5 

Cross-Object field updates using workflow from an approval process

I am working on establishing an approval process for checking out demo units from a library.  The functionality I am looking for is the ability to update several fields on the "demo unit" object with data from the "demo request" object automatically when the demo request is approved.

 

I can create a field update from the set-up menu that will do this with Sp'09, but I can't seem to associate it with a specific approval process.  When I try to create the field update within the approval process, I can't choose which object to act on, so I am only able to update fields on the "demo request" object.

 

Is the descrepency between field updates from the set-up menu and field updates in the approval process an oversight?

 

Is there a way for me to update the fields without using a trigger?

 

 

Thank you.