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Vetriselvan ManoharanVetriselvan Manoharan 

Workflow and Rules


I need to update the Stage Name for the most recent opportunity when any updates has been made in Account Program Status.. I want to achieve it through workflows. Is it possible?

Eg: Account Program Status = "On Hold", then change Opportunity Stage Name = "On Hold"

Vetriselvan M
Best Answer chosen by Vetriselvan Manoharan
Sai Ram ASai Ram A
Hi vetriselvan,

Account Program Status - Account(Master)
Stage Name - Opportunity(Child)

Workflows are used only when there is some action to be taken on the object in which the user is actually working on.
In order to update the child record you need to write a trigger on the parent object and update the child record details accordingly.

Sample code - https://developer.salesforce.com/forums/ForumsMain?id=906F000000092LaIAI

Idea posed in Community - https://success.salesforce.com/ideaView?id=08730000000BpQ8AAK

Thank you