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I was wondering if there is a way to achieve the following:

1) I have an "assignment" related list attached to my contact (i.e. a contact can have multiple assignments)

2) each assignment has a checkbox called "active"

3) I have a checkbox on my contact called "has active assignments"

4) is there a way to make contact."has active assignment" = true if any of the contacts assignments are active?

Thank you!

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  • Is assignment related to contact by master-detail relationship? – Reshma Jun 7 '18 at 8:17
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Assuming assignment is a custom object with a masterdetail to contact all you need to do is create a rollup summary on contact which sums the assignments that have their active__c field set to true and convert the contact's "active" checkbox to a formula field which checks if the rollup summary's value is greater than 0.

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  • You'll need a product like DLRS to do a roll up summary across a lookup relationship. – David Reed Jun 6 '18 at 21:04
  • Right, forgot that you cannot do rollups with a lookup. – Kenneth Link Jun 6 '18 at 21:16

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