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LeeC Cross Object Formula
Hello,
I am looking at updating a field on the Contracts object based on a Picklist value in a different object which I created called Jobs. I have tried looking in workflow / field update but I can not see any reference to anything except the Job's object fields. Is there a way to link these two different objects?
I have tried using cross object formula's but they dont seem to be working:
ISPICKVAL( Job_Number__r.Job_Status__c , "Invoiced")
Thanks,
Lee
Your workflow would need to be based on Contracts (i.e. when a contract is created or edited) then you'd be able to do the field update based on Contracts via a formula picking the information from the Jobs object.
A trigger would be able to do it from Jobs and update the Contract record but not a workflow as cross object updates are not possible.
Ideally I dont want the user to have to edit the contract for the trigger/workflow to work. Does anyone have any idea on the code which I will need to create a trigger?
Thanks,
Lee
Does anyone know any way around this?