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I have a client request to auto mark an OOB 'Id Competitor' field on the Opportunity entity as "Complete" when a competitor has been added to the Competitor subgrid on Opp form. I currently have a wf to perform this task when a "new" competitor has been created and added to the subgrid but am having trouble performing the task when an "existing" competitor is added. I initially thought this would be an easy task (maybe it still is) to find an OOB way with a workflow to accomplish this. As we know, there is a N:N relationship between opp and competitor and seems to be where the complexity lies.
I then thought that maybe there was also a 'Connection' for Competitor in which I could just configure a workflow on 'Connection' create but there is not a Competitor 'Connection' as possibly thought.
Is there a OOB to accomplish my task? I initially thought there was an OOB field that got updated that could run the workflow on update but can't seem to locate one as would probably lie within the N:N.
Regards.
Hello,
I'm afraid you will have to develop the plugin in order to implement your requirement and there is no easy OOB/nocode solution for that.
Plugin will handle Associate message, check relationship, verify opportunityid and competitorid and after that you will be able to update opportunity.
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