I would like to create a cross object workflow that updates a checkbox value of the child record (with true /false) with the checkbox value of the parent record (true /false) and recalculates every time the child record is edited and saved.

Ie. Value of 'Checkbox1' on Account object must be the same as value of 'Checkbox1' on opportunity object when a new opportunity record is created. Any ideas?


Instead of a workflow rule + field update, you can make the Checkbox field in the Child object as a FORMULA Checkbox Field which directly reads the checkbox value from the Parent. this way everytime the checkbox value on the Parent record changes, the child record get it directly.

  • Go to Setup -> Customize -> Opportunities -> Fields
  • Create a new custom field
  • Select the field type as Formula and Select Return type as Checkbox
  • Enter the Formula as the Parent Object Checkbox field name

hope its clear

  • Very clear thanks. This above answer resolves the issue that I have specked out perfectly but now I also want the user to be able to modify the checkbox field on the child record. Therefore a formula field will not work in this case. Ie. When the child record is created I want the checkbox on the child record to be defaulted with whatever is on the parent, but then I want the user the have the ability to manually update the child record.
    – Clehan1
    Sep 22 '14 at 9:41
  • 1
    Then you have to go with Workflow Rule + Field update. make the checkbox field on the child record as Normal Checkbox field and use a Field Update with Value as Account.CheckBoxFieldName to get the parent checkbox value Sep 22 '14 at 9:51

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.