3

I'm trying to create a formula field on a parent object that will retrieve a field from the latest record in a child related list (without apex if possible). The related list is from a lookup field not a master-detail. The parent is a custom object (Sample Orders) and the child is a Docusign Status object.

Is there a way to get a field value from the last created/updated Docusign Status record in a formula field on the Sample Orders object? Again, without apex if possible.

Thanks in advance.

2

You can achieve this without Apex by using Process Builder on DocuSign Status.

Filters: You would want to filter that the DocuSign Status corresponds to Sample Order as follows:

  • Field - use your lookup as the field, but make sure you use the lookup (ends with __c) and not the relationship (has a right arrow).
  • Operator - startsWith
  • Type - Id
  • Value - use the first three characters (key prefix) for any Sample Order Id. For example, if it were to Account you would use a filter value of 001.

Action: You can then set the field you want on Sample Order from the DocuSign Status.

  • Action Type - Update Records
  • Action Name - whatever you like
  • Field Update - select the same lookup as in your filter, set type to reference, and find your field.
  • 1
    Been working with SF for 3 years now and have never looked at the Process Builder. Thanks Adrian! – Adam H. May 14 '15 at 15:19
  • @AdamH. It is a very cool new feature! Not without its pain points but definitely worth exploring. If your cross-object architecture is already brittle...it might push you over the edge. But in a healthy system it has room to work even before they fix the bulkification issues. – Adrian Larson May 14 '15 at 15:21
5

Parent objects can't look 'down' to child objects in that way for Lookup relations. You can look 'up' to a parent (from the Child), but not down to the child (from the Parent). In fact, if you go to create such a formula, you wouldn't even see the relation to the child object.

You can look down to children when the relationship is Master/Detail, but only then to create a Roll Up Summary field which will allow you to aggregate a field on the Child record.

I don't think there is a declarative way to achieve what you are wanting to do, the way I would set about it would be a simple Apex Trigger, but you have already stipulated you would rather not use Apex.

1

Through a lookup relationship, I do not believe it is possible without Apex

0

You need to create a lookup field in parent object Then write APEX trigger to populate ID of child object when it is created.

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.