Relationship - Account / Ordered Products

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Posted on by MMcCoy

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I have a custom field on my account field. This field is a two option yes/no....

I have a workflow process on the Order Products table. I need to run a workflow based on that custom field on the account.

The first problem is I can't select the custom field. I solved this by building a 1 to N relationship on the account to the order products table.

Now I can select the field in the workflow and build my condition. However this doesn't work. The condition seems to be ignored and the workflow runs no matter what. The interesting thing is that even thou the workflow is running the tasks in the flow don't fire.

To Summarize:

Custom field on the account form with two options... yes/no

Workflow on the order product details which need to use the condition set at the account level.

Any ideas from the experts?

Thanks!

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mscrmba on at

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RE: Relationship - Account / Ordered Products

You can set the field on population/selection of the order (you'll need a piece of code to do this). You can't map the field through from the Order, and you can't use OOTB workflow to update child records.

You will want to make sure the field populates before the workflow runs.

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MMcCoy 210 on at

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RE: Relationship - Account / Ordered Products

One final question on this... This is working but requires I set the customer on the order product form. Any way around this. I would prefer to not have the field on the order products form or have it fill out automatically and hide the field.

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mscrmba on at

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RE: Relationship - Account / Ordered Products

Good to hear.

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MMcCoy 210 on at

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RE: Relationship - Account / Ordered Products

Awesome! I think I have it working with your last post. THANKS!

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mscrmba on at

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RE: Relationship - Account / Ordered Products

I went into Order Product and created a lookup field to Account.

The Account field is displayed on the Order Product record.

Saved changes to the form and then Published All Customizations.

When I selected the criteria in the workflow it looked like this:

And then I could select the custom field called Suggestive Sell

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MMcCoy 210 on at

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RE: Relationship - Account / Ordered Products

interesting... I don't have the ability to create the account, account, field name

how is your relationship setup between the two tables?

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mscrmba on at

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RE: Relationship - Account / Ordered Products

No - definitely a workflow on Order Product.

I was able to get it to work if I just had the criteria of Account (Account) Suggestive Sell = 'Yes'.

When I created the Order Product in-line it didn't populate the Account Field. But I also triggered the workflow on change of the Account field (on Order Product). It successfully generated a Case for me.

I then added in a couple more order product conditions:

In both cases it's generating a new case where it should:

And then if the associated Account does not have the value set to 'Yes' (and the product selected meets the criteria set) it's not creating the Case.

So it seems to be working for me.

(I am playing in an on-premise copy of 2015 7.0.0.3543 but I can't see why that would cause any differences.)

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MMcCoy 210 on at

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RE: Relationship - Account / Ordered Products

If I am following you correctly you setup your flow on the account and I have setup my workflow entity on the order product.

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mscrmba on at

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RE: Relationship - Account / Ordered Products

When I was creating my workflow I could select Account(Account):Suggestive Sell to check the custom field. Is that an option for you ?

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MMcCoy 210 on at

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RE: Relationship - Account / Ordered Products

Correct if I remove the custom field on the account form. It works as expected.

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