We have a project record and use tasks to handle the events within that project (e.g. get project approval, or migrate data from one server to another). But I'm trying to make this visible to other people in the company that the next task is waiting on a certain task that has been assigned to employee X.
I was hoping there was some way I could show in a VF field this result but am concerned with the limitations on the standard object task/events. Has anyone attempted this or have any ideas what could work?
I know that cross-object workflow and updating was part of the Spring 09 release, but I can't get it to work. The documentation says there is some setup necessary and I have a tier two case out for it.. but has anyone gotten to work?
Release notes:
"Spring '09 provides the following capabilities related to workflow rules and approval processes.
Cross-Object Workflow for Custom Objects in Spring ’09, you can perform cross-object field updates using workflow rules. For standard objects, workflow rules can only perform field updates on the object related to the rule. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases. For all custom objects, however, you can create workflow actions where a change to a detail record updates a field on the related master record. Cross-object field updates only work for master/detail relationships. For example, in a custom recruiting application, create a workflow rule that sets the status of an application (the master object) to "Closed" when a candidate (the detail object) accepts the job. Or, for standard objects, create a rule to change the status of a case from "Awaiting Customer Response" to "In Progress" when customer adds a case comment."
I have an object called Goals__c with a set of child records underneath that are Goal_Measurement__c records. I want to add measures and for the latest recorded measure to roll-up to the Goal record. I've discovered I need to do a trigger to complete this but know very little about triggers. Does anyone have an example trigger like this I amy be able to redefine and fit?
I know that cross-object workflow and updating was part of the Spring 09 release, but I can't get it to work. The documentation says there is some setup necessary and I have a tier two case out for it.. but has anyone gotten to work?
Release notes:
"Spring '09 provides the following capabilities related to workflow rules and approval processes.
Cross-Object Workflow for Custom Objects in Spring ’09, you can perform cross-object field updates using workflow rules. For standard objects, workflow rules can only perform field updates on the object related to the rule. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases. For all custom objects, however, you can create workflow actions where a change to a detail record updates a field on the related master record. Cross-object field updates only work for master/detail relationships. For example, in a custom recruiting application, create a workflow rule that sets the status of an application (the master object) to "Closed" when a candidate (the detail object) accepts the job. Or, for standard objects, create a rule to change the status of a case from "Awaiting Customer Response" to "In Progress" when customer adds a case comment."
I have a custom object that is related to an opportunity. Is there a way to trigger a workflow when the custom object is created/updated to assign a task to a sales team role? I only seem to be able to use the sales team roles on workflows on the opportunity?
I have an object called Goals__c with a set of child records underneath that are Goal_Measurement__c records. I want to add measures and for the latest recorded measure to roll-up to the Goal record. I've discovered I need to do a trigger to complete this but know very little about triggers. Does anyone have an example trigger like this I amy be able to redefine and fit?
