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Tillu Need idea for this scinario?
From the above the page is "Policy" . we can see policy (Amount). And from policy related lists we can see "Transaction" object "Amount" field and from "Transfer " object we see "Expected Premium" (All are Marked).
Now,
for a transfer record to update, the match must occur within the same policy record. Attached is a screenshot of a policy .This would be considered a match. the associated transfer record has an Expected Premium value within 10% of the associated transaction record’s Amount. A match can only occur if both records (transfer and transaction) are associated to the same Policy ID. If the match occures then I have a checkbox on Transfer record. so it enables to True.
Can we acheive this through formulae or Trigger? If any one pls provide trigger for this scinario.
I think this can be acheived by using a trigger on Transfer object - when a new trasfer is created or updated -
1)what you can do is check get the policy ID of this Transfer .
2)From the Policy ID - you can do a query and get the transactions
3)From these transaction - check to see if any of the amounts match 10% of the expected premium of Transfer - if yes - you can check the box on the transfer object.
http://shivasoft.in/blog/salesforce/step-by-step-salesforce-tutorial-%E2%80%93-creating-trigger-and-test-cases-%E2%80%93-6-of-6/
Try going through the following posts which have code snippets of triggers on child object updating parent data and vice versa:
https://developer.salesforce.com/forums/ForumsMain?id=906F00000008yVgIAI
https://developer.salesforce.com/forums?id=906F00000008m96IAA