Hello All,

Can somebody suggest me the easiest way to implement ‘Parent > Child > Grandchild’ relationships on a page layout.  SFDC doesn’t support this so I am wondering what are the options.

Click on a Quote (Parent) and then Builds (Child) is displayed and then  Components (Grand Child).

All are Custom Objects.

Many Thanks,
Ak**bleep**h

Hi All,

I am currently working on a requirement using workflow.

Requirement: Update 'Active' checkbox when a Campaign's "End Date" is met.

I have created a workflow on Campaign object with below mentioned formula:

a. EndDate = Today()
b. EndDate = DATE( YEAR(TODAY()), MONTH(TODAY()), DAY(TODAY()))

workflow action:

Field to Update	Campaign: Active
Field Data Type	Checkbox
New Field Value	False

The problem is:
a. If i create a new campaign with End Date = Today's date. Workflow works fine (Active checkbox is unchecked).
b. If i create a new campaign with End Date = Tomorrow's date. Workflow doesnot set the Active checkbox to unchecked (when i check the record tomorrow).
c. If i manually try to edit any other fields and save the record it works.

I have also tried below mentioned method, without having a field update workflow action. Its also behaving same way.

IF((EndDate =  TODAY()),  IsActive = FALSE, IsActive = TRUE)

Can anybody suggest me as to how to fix this.

Thanks in Advance,
Pam

Hello All,

Can somebody suggest me the easiest way to implement ‘Parent > Child > Grandchild’ relationships on a page layout.  SFDC doesn’t support this so I am wondering what are the options.

Click on a Quote (Parent) and then Builds (Child) is displayed and then  Components (Grand Child).

All are Custom Objects.

Many Thanks,
Ak**bleep**h

Hello All,

Can somebody suggest me the easiest way to implement ‘Parent > Child > Grandchild’ relationships on a page layout.  SFDC doesn’t support this so I am wondering what are the options.

Click on a Quote (Parent) and then Builds (Child) is displayed and then  Components (Grand Child).

All are Custom Objects.

Many Thanks,
Ak**bleep**h

Hi All,

I am currently working on a requirement using workflow.

Requirement: Update 'Active' checkbox when a Campaign's "End Date" is met.

I have created a workflow on Campaign object with below mentioned formula:

a. EndDate = Today()
b. EndDate = DATE( YEAR(TODAY()), MONTH(TODAY()), DAY(TODAY()))

workflow action:

Field to Update	Campaign: Active
Field Data Type	Checkbox
New Field Value	False

The problem is:
a. If i create a new campaign with End Date = Today's date. Workflow works fine (Active checkbox is unchecked).
b. If i create a new campaign with End Date = Tomorrow's date. Workflow doesnot set the Active checkbox to unchecked (when i check the record tomorrow).
c. If i manually try to edit any other fields and save the record it works.

I have also tried below mentioned method, without having a field update workflow action. Its also behaving same way.

IF((EndDate =  TODAY()),  IsActive = FALSE, IsActive = TRUE)

Can anybody suggest me as to how to fix this.

Thanks in Advance,
Pam