RE: Customer entity record creation based on Contact's child account of contact's account
Hi Praveen,
The most appropriate way for this requirement is to use plugin. If you would use the OOTB method, it is also possible.
Let me talk about using OOTB workflow.
Trigger: Account's "school" field changes.
Condition: 1) Account's "school" field is "Yes". 2) Parent Account's Contact has a Phone call activity. 3) Parent Account' "school" field is "No".
Action: Create a custom entity (OMWI) record.
The second condition cannot be set directly, so we have to create two custom fields and two additional workflows. The other settings are simple.
Create a two-option field "Contact has Phone call" on the Contact, and then create a workflow for the Phone call activity. Triggered when a Phone call activity is created, the condition is that the "Contact has Phone call" is No, and the action is to update "Contact has Phone call" to Yes.
Create a two-option field "Account has Phone call" on the Account, and then create a workflow for Contact. Triggered when "Contact has Phone call" changes, the action is to update its (Company Name) Account's "Account has Phone call" to Yes.
Using these two custom fields and two additional workflows we can determine if Parent Account's Contact has a Phone call activity and put the result on the parent account.
Finally, back to the original workflow. The second condition can be set to Parent Account's "Account has Phone call" field is "Yes".
In this way, the workflow that implements your request is complete.
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