1

I want to be able to update parent record based on changes that I make in child record. Object A has 2 record types ABC and XYZ. And object A has self lookup. ABC is parent and XYZ is child record. When there is any changes in XYZ I want a status field to be updated in ABC record.

Since it is self lookup I can't use workflow field update or process flow as lond as I am aware. Can anyone please suggest if that is possible to use one of those ?

3

You can update the parent with a child update. I actually built this out as a test to confirm that it does work. You just need to make sure your criteria are correct. This even works recursively if the records are in a hierarchy.


Process Builder Updating Parent

3
  • Thanks @sfdcfox. In Action when It asked for which record to update did you select related record record or record that has started the process? I am selecting related record and still can't get it to work.
    – Ricky
    Apr 4 '18 at 15:08
  • 1
    @Ricky Check your filter criteria. It definitely works as advertised.
    – sfdcfox
    Apr 4 '18 at 15:17
  • Yes SFDCFOX you are right. I was selecting incorrect filter criteria. Thanks for indicating that.That solved my issue.
    – Ricky
    Apr 4 '18 at 19:55

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.