If you are creating a workflow at the Project level, you do not need FindObject, the parent project ID is an available field to choose from.
Alternative to FindObject() in workflow
Is there an alternative to FindObject() that I can use in a workflow? I want to move a project to a different Parent Project when it is marked 'Active', but i need to find that Project ID
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I have a field 'Plant' that is also the name of the folder i want to move the project to once it is active, so i need to find the ID of the Project Named 'Plant', not the current Parent
I would also like to know if there is an alternative to FindObject for locating a record to link to. My use case is as follows:
- Some 'new order' projects require a software update. We have a WFR that identifies the need, based on specific field values.
- We sometimes receive multiple 'new order' projects for the same customer from Salesforce.
- We only need one update request for any given customer at any given time.
- We have implemented an Updates custom objects to track update requests and deployments.
- There is an Update Project Link table so that we can associated multiple projects for the same customer to a single Update record.
So when those projects come in, we would like to identify if an active update request exists and either link to the existing record or create a new one and link to that.
Is there a way to identify the existence of a record in a separate object/table using a WFR?