You’re offline. This is a read only version of the page.
270
Hi Guys
Please assist if you know how to work this out. I have two custom entities Entity A and Entity B.
I have lookup field on Entity A that lookup to Entity B. I also have text field on entity A that has the same values as the one in Entity B. I wan to write a custom workflow that will take the value from text field and pass it to lookup then lookup will return the record with that same value. I can do it manually by just copying the value from text and paste it on lookup then it will return the same value.
*This post is locked for comments
Okay. I will try to send some sample code snippits for the above.
For now, you can start your workflow activity using this sample...
Hi Samrando,
You need to create a custom workflow activity and call it from the workflow. This workflow needs to be triggered on field change (Risk) which would check if the Risk = 'Yes' then call the custom workflow activity.
In Custom workflow activity, you need the following-
1) Extract the target entity CreditRisk record.
2) Get the text value in field new_billid
3) Retrieve the Billing entity record matching the text value retrieved above.
4) Once retrieved, update the CreditRisk record with the Billing value retrieved in above step.
If you are looking for code specific to any of the above step then let me know.
Hope this help.
Hi Samrando,
Unfortunately not. I misunderstood the question. I thought you wanted a field from the parent (look up) record to populate into the child record.
Regards,
David
When do you want to rigger your custom code/ workflow. Are you looking for a workflow which your can run it on the existing records whic will populate the billing lookup based on the text value?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (