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Karim BAHAJIKarim BAHAJI 

Workflow : update checkbox parent account to child account

Hi aller, 

I have a custom field (checkbox) on the account object. 

IF the checkbox of a parent account is checked, thé checkbox of thé child account must be checked too.

In order to update the checkbox of the child account what kind of critérium ça I spécifique in thé workflow please ?

Thanks

I need a formula Thatcher alloué me to uodate
Best Answer chosen by Karim BAHAJI
James LoghryJames Loghry
You can do this through a Process.
  1. Go to Setup->Create->Process Builder
  2. Create a new Process
  3. The main object should be set to the account
  4. The process should fire on create and update, incase the check box is updated
  5. Critera should be when checkbox = true
  6. Under immediate actions, add an "Update Records" action
  7. Select Account for the record type and look for the "ChildAccounts" related list
  8. Update the checkbox field on the child records.
  9. Save and Active your Process.

All Answers

James LoghryJames Loghry
You can do this through a Process.
  1. Go to Setup->Create->Process Builder
  2. Create a new Process
  3. The main object should be set to the account
  4. The process should fire on create and update, incase the check box is updated
  5. Critera should be when checkbox = true
  6. Under immediate actions, add an "Update Records" action
  7. Select Account for the record type and look for the "ChildAccounts" related list
  8. Update the checkbox field on the child records.
  9. Save and Active your Process.
This was selected as the best answer
James LoghryJames Loghry
9. should read "Save and Activate your process"
 
Karim BAHAJIKarim BAHAJI
Thanks James. It works, but if i create a new child account which is not checked, this process builder do not update it.

Any idea for an automated update of the checkbox of the new childaccounts?