Hi Gretchen,
Thanks for answering - sorry for the delay in response on my end as my daughter has been ill.
I’ve done a bit more investigating on my end. Here are two scenarios:
Scenario 1 – Property has tenant responsibility set to NO and has no property assets
All we are doing is opening the property record, adding an asset and then saving the property record and closing it. No other fields are altered.
1) User opens a property record. User checks to see that the tenant responsibility indicator is set to NO which it is.
2) User adds an Asset on the left navigation and saves it.
3) Workflow runs and presumably sets Tenant Responsibility to Yes. Re-open the asset to see if the workflow completes successfully which it has done.
4) Go back to the Property record, and look at tenant responsibility. It is still set to No and we have not changed any other fields.
5) Save the property record – it will still not update the field – on the screen
6) close the property record and re-open it – the tenant responsibility flag is set to yes – this is a correct result.
Scenario 2 – Property has tenant responsibility not set at all and has no property assets. This is the more common scenario as this is a new field brought in late in the game.
Again, all we are doing is opening the property record, adding an asset and then saving the property record and closing it. No other fields are altered.
1) User opens a property record. User checks to see that the tenant responsibility indicator is set to NO which it is.
2) User adds an Asset on the left navigation and saves it.
3) Workflow runs and presumably sets Tenant Responsibility to Yes. Re-open the asset to see if the workflow completes successfully which it has done.
4) Go back to the Property record, and look at tenant responsibility. It has set itself to No which is the top selection on the picklist. If I had set the top selection on the picklist to Yes – it would be set to yes.
5) Save the property record – it will still not update the field – on the screen.
6) Close the property record and re-open it – the tenant responsibility flag will be set to No – or whatever the top selection in the Yes/No picklist was which isn’t what we want to happen.
So I think I may have solved my own problem. I think it can update a parent as long as the original picklist is set to a specific value – as opposed to being unset. So I think my solution should be to update all properties and set the tenant responsibility to No and then my workflow will work properly! Is there anything in your experience that would contradict that?
It would be nice if the screen would update the value immediately but I agree with you that I don’t think there is a way to refresh the property record while you are looking at it.
Cheers and thanks!
JJK
