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Ryan Tracey Update a parent field value based on child field value using workflow rule
I've seen other people ask this such as here: https://developer.salesforce.com/forums/?id=906F0000000A3TwIAK
What the above mentions however is that the child item needs to have a Master-Detail field to the parent object and mine does. I'm using Quote Line Item which has the following field: Master-Detail(Quote)
However when I choose field update I don't get the option to update my Quote object just a handful of fields on the Quote Line Item object.
Can you please advise?
What the above mentions however is that the child item needs to have a Master-Detail field to the parent object and mine does. I'm using Quote Line Item which has the following field: Master-Detail(Quote)
However when I choose field update I don't get the option to update my Quote object just a handful of fields on the Quote Line Item object.
Can you please advise?
http://help.salesforce.com/apex/HTViewHelpDoc?id=workflow_examples.htm&language=en_US#SettingDefaultOpp
Correct me if I'm wrong but I think the example you've linked is regarding updating a child value (Opportunity) with a parents value (Account), I need to do this the other way around. However, as a parent object can have multiple child objects you need to push from the child to the parent such as how Alexis explained it here: https://success.salesforce.com/ideaView?id=08730000000BqGM
I'm basically trying to get each line item to run the following:
LINE ITEM SUMMARY (Quote) =
LINE ITEM SUMMARY (Old value) &
<br>
LINE ITEM DESCRIPTION (Quote Line Item)
So if there were 2 line items LINE ITEM SUMMARY would be 2 lines long, 10 line items would be 10 lines long, etc. It wouldn't matter which order the line items add text to the parent.