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ddennis Worflow and cross-object updates
Setting:
I have two custom objects
The master has a field called: "number of completed requests" and "Value of compleated requests"
The child record has "Value of request" and "status"
I have workflow that:
When status is changed to "Complete"
Sends eMail to accounting (WORKING)
What is not working is "number of completed requests" being incremented by one
Formula: Account_del__r.Number_of_References__c + 1
Nor is "Value of compleated requests" being incremented by "Value of request"
Forumla: Account_del__r.Reward_Balance__c + Reference_Value__c
I get no syntex errors but when this workflow runs it blanks out any existing values in the parent.
any ideas?
If it's a Master-Detail Relationship, why not ditch the WFR-FU and just create a couple of Roll-Up Summary fields, 1 that counts the number of child records with a Request.Status = Completed, and the other that sums the value of child records with a Request.Status = Completed?
If you insist on using a WFR-FU, then you need to use a PRIORVALUE function in your Field Update formula.
PRIORVALUE(FieldName) + 1That would be:" PRIORVALUE(Account_del__r.Number_of_References__c) + 1"
This looks like the perfect solution but gives this error:
Error: The PRIORVALUE function cannot reference the Account_del__r.Number_of_References__c field.
How are these Object and Fields related to each other? Can you post screenshots of your Workflow Rules and Workflow Actions?
Have you tried using the Roll-Up Summary fields?