What happens when you try to change the parent of the record? If there is any error message post it here. If there is no error message, there are probably some triggers which are not allowing the change.
By default, records can’t be reparented in master-detail relationships. Administrators can, however, allow child records in master-detail relationships on custom objects to be reparented to different parent records by selecting the Allow reparenting option in the master-detail relationship definition.
Hi All, I tried to automatically create a record, for a new object, based on opportunity owner of a closed won opportunity within salesforce.
To this end, in speaking with salesforce support, they gave me a cryptic message about the need to select the checkbox under allow parenting under master detail option and then creating a trigger to create the record. It was suggested that I can't create the new record using process builder.
If I reparent the master detail field within that object, what kind of trigger language would I need to get desired result.
What happens when you try to change the parent of the record?
If there is any error message post it here.
If there is no error message, there are probably some triggers which are not allowing the change.
Check for any triggers on the child object.
Regards,
Satish Kumar
Hi Risha,
See below,
https://login.salesforce.com/help/doc/en/relationships_considerations.htm
Regards,
Ashish
To this end, in speaking with salesforce support, they gave me a cryptic message about the need to select the checkbox under allow parenting under master detail option and then creating a trigger to create the record. It was suggested that I can't create the new record using process builder.
If I reparent the master detail field within that object, what kind of trigger language would I need to get desired result.
Thanks,
Dennis