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Project2 Field update rule does not work if the source is a formula?
Hi,
I am trying to use a workflow to update a Field, the source Field is a formula (referencing another object). The target Field is not being updated.
Field B (Object Y) = Field A (object X)
When Field B is changed, updated Field C (object Z)
Object Y is junction object, in Master-Detail relationship with Object X and Z
I do not want to use a trigger.
Thanks for your help.
Workflow rules are only evaluated if some data literally on the object in question changes. If you have a formula that derives its data from a parent object, then when that parent object changes, the child object hasn't actually been changed in any way (even though when you look at it, its formula will be different).
So in your case, a change to object X doesn't truly update object Y, which is why the workflow doesn't fire. You will need a trigger to do what you want.