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!

  • Is assignment related to contact by master-detail relationship? – Reshma Jun 7 '18 at 8:17

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.

  • 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

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.