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CRM_Mike Maintenance of group-level running totals
Here's my situation:
- My hierarchy is as follows: an ACCOUNT can have 1 or more CONTACT records and a CONTACT can have 1 or more ASSET records
- I created custom numeric fields on the ACCOUNT record (to hold the group-level totals)
- I have fields on the ASSET record that I want to see totalled and kept on the ACCOUNT record
- My accumulations (+ and -) are based on change of the Status field on the ASSET record, I created a 'Copy_of_Status' field on the ASSET record, and a Workflow rule to copy the Status to Copy_of_Status.
- I tried to create workflow rules that will accumulate the ASSET record's detail fields to their group-level counterparts on the ACCOUNT record based on a change of the 'Copy_of_Status' field.
- I cannot seem to get the ability to interrogate and/or modify fields on two different Record types.
- If I define the Object of the Rule as 'ASSET' I do not have access to the fields I need from the ACCOUNT record.
- This is true even if I try to define a formula based on ACCOUNT.field_I_need (where field_I_need is defined on the ASSET record).
- I tried "reversing" the Rule, making the Object of the Rule the ACCOUNT record and trying to access ASSET.field_I_need with no success.
Please help!
Thanks in advance. Mike