Post

1 follower Follow
0
Avatar

How can I get the value in a custom text field on the project object to also be added to the related customer?

What I'm trying to accomplish is the ability to enter a small set of text (a custom account code for our business) on the project with-in a custom text field and then that field be updated on the customer who is a related item on the project. That way it lives in both the project and customer object. Do I need to have 'Field Value is based on a formula of: Relation Summary' checked for one of the fields or would this be a workflow rule that would update it? 

I essentially need to do this for a few fields. Data is on a field in one object but it needs to be referenced on another field in a different related object where the value on one auto-populates the other (mostly just project to customer and vice versa). Can this be down in the flow from Project to Customer or does it have to flow the other way?

 

Thank you!

Garret

Garret Saarinen Answered

Please sign in to leave a comment.

1 comment
Date Votes

0
Avatar

Garret, 

Sorry for the slow response. In order to accomplish this, you need to create the Custom Workflow Rule at the Project Customer Link Item type. Your Evaluation criteria would be based on the change on the Project in the for business code. For example...

If True = 

isChanged($Project.C_BusinessCode)

Then the Action would be Update Field and the Field updated would be the corresponding business code field at the Customer item type. 

For further clarification, we suggest you register for one of our Advanced Q&A webinars (see the link-> http://www.clarizen.com/resources/online-demo.html#second ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions. 

 

Sincerely, 

Boris

Boris Krutiy 0 votes
Comment actions Permalink