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omarjmansour.ax1111 Workflow Rule on a Child Object to Use Criteria from the Parent (Master-Detail Relationship)
Hi Everyone -
I have a custom object with a master detail relationship to the opportunity object. I would like to create workflow rules on the custom object that uses criteria from the Opportunity. I can build the criteria on the workflow, but the workflow is not firing...
Here is what my criteria looks like:
AND(
ISPICKVAL( Project_Leader__c , "Joe Smith"),
ISPICKVAL( Opportunity__r.StageName , "Closed Won")
)
The first criteria is from the custom object and the second is from the opportunity.
1) Can I write criteria for workflow rules in the manner described above?
2) If so, what are the limitations?
Thank you!
A workflow rule cannot make use of 2 different objects at a time.
The only way to do this is using trigger
All Answers
A workflow rule cannot make use of 2 different objects at a time.
The only way to do this is using trigger
Thank you!