0

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!

1
  • Is assignment related to contact by master-detail relationship?
    – Reshma
    Commented Jun 7, 2018 at 8:17

1 Answer 1

0

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.

2
  • You'll need a product like DLRS to do a roll up summary across a lookup relationship.
    – David Reed
    Commented Jun 6, 2018 at 21:04
  • Right, forgot that you cannot do rollups with a lookup. Commented Jun 6, 2018 at 21:16

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .