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I have two custom objects Sale__c and Project__c. Both Sale__c and Project__c have different status in a picklist. Sale__c status is broken into two picklist Status__c and Status Detail__c Project has one status proect_status__c.

I am looking to create a trigger that updates the Sales status and status detail to "Net" (status) "completed" (status detail) when all related projects in a sale have a status of "completed" I only want the status and detail to change if the status is already NOT "final" or "paid in full" OR status detail NOT "invoiced"

I have tried to do this with a simple workflow rule and field update, but have not had any luck.

  • What is the relationship between Sale__c and Project__c? – greenstork Oct 17 '14 at 20:39
  • it appears to be a lookup relationship. – Kevin Campopiano Oct 21 '14 at 20:45
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You'd need to first figure out whether or not all projects have status 'completed'. To do that, you need 2 roll-up summary fields on Sale__c.

  1. Number_of_projects__c which just counts the number of projects linked to the Sale
  2. Number_of_completed_projects__c which counts the number of projects with status 'Completed'

Note that this will only work if the relationship is Master-Detail. If it isn't, you will have to either change it to Master-Detail or revert to an APEX trigger.

Then, based on the contents of the 2 roll-up fields, you can create a workflow rule on Sale that checks the current Sale status and substatus. If those are allright, then check if the 2 roll-up fields are equal (and you might want to check that they are >0 as well). If all of those prerequiresites are OK, then update the Sale status and substatus.

  • That would work, however i believe the relationship is a lookup relationship. It is a part of a manage package. So changing the relationship is not an option. – Kevin Campopiano Oct 21 '14 at 20:46
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    @KevinCampopiano I'm sure this is no longer an open issue, but you can use declarative-lookup-rollup-summaries to accomplish rollups through a lookup relationship. – Adrian Larson Mar 21 '16 at 0:21

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