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metchick
Cross Object Field Update
Hi all,
I have created a very simple formula:
IF(
ISPICKVAL( Product2.Family , "Prod1"),
ListPrice > UnitPrice ,
NULL)
ISPICKVAL( Product2.Family , "Prod1"),
ListPrice > UnitPrice ,
NULL)
I want to use this as a workflow. This was fine. Now I want to add a field update based on this rule to change a record type on an Opportunity and there are no options in the Approval Process or Workflow Alerts to allow this to happen based on my criteria. I don't understand why the Product/Opportunity are not linked to begin with....
Does anyone have any suggestions for a workaround?
L
Unfortunately you can only do cross object field updates between standard objects with master-detail relationships, and the opportunity-oppproduct relationship is a lookup relationship.
What you could do is do this programmatically, or possibly use visual flow and/or process builder.