CRM

SStagger
Participant

Workflow that copies the date of the most recent associated custom object record to company

SOLVE

Hi all,

 

We have a custom object where we store the notes and actions of a given customers business review.  Each time we do a review with that customer a new review record is created. Thus, a customer could have multiple review records.

 

We are trying to build a workflow that would copy the date (this is a field in the custom object business review record) of the most recent review to the company record.

 

The associations are in place.  The logic would be:

 

Trigger - if company count of associated business reviews is greater than 0 enroll

 

copy business review date field from most current record to company field "date of last review"

 

The trigger is not a problem and works fine.  What I can't figure out is how to get the workflow to pick the most current record.

 

Any help is greatly appreciated.

 

0 Upvotes
1 Accepted solution
Olivia_Bagnall
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Workflow that copies the date of the most recent associated custom object record to company

SOLVE

@SStagger 

This workflow should do the job. If you have re-enrollment turned on the trigger set toif company count of associated business reviews is greater than 0 then I would expect the workflow to copy the date of the most recently associated review record to the company. 

Do you have a screenshot of how you currently have it set-up? and do you have re-enrollment turned on? 

Thanks

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

View solution in original post

Olivia_Bagnall
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Workflow that copies the date of the most recent associated custom object record to company

SOLVE

@SStagger 

This workflow should do the job. If you have re-enrollment turned on the trigger set toif company count of associated business reviews is greater than 0 then I would expect the workflow to copy the date of the most recently associated review record to the company. 

Do you have a screenshot of how you currently have it set-up? and do you have re-enrollment turned on? 

Thanks

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 
SStagger
Participant

Workflow that copies the date of the most recent associated custom object record to company

SOLVE

@Olivia_Bagnall

 

Thanks for the response.  I believe I was overcomplicating the situation.  It's set up now as a basic if the review date is known copy it over and the reenrollment setting is on.  The assumption is as a new review record is added it will trigger the workflow again and copy the latest.  Hopefully!

Olivia_Bagnall
Contributor | Platinum Partner
Contributor | Platinum Partner

Workflow that copies the date of the most recent associated custom object record to company

SOLVE

@SStagger That sounds like it will work! If you have any trouble with, feel free to ping me and we can discuss on a call 🙂

 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln