0

I’m working on tagging child objects with a checkbox and a date/time field. The checkbox is working. What I am trying to do now, is fill out a date/time field when the checkbox “included in PO” is checked.

I have an insert-update field that grabs the NOW() timestamp on a DDP creation. The child object then has a formula of IF(CreatedDate <= Estimate__r.CompOne_PO_Created__c, TRUE, FALSE) to automatically check the box when that DDP is run.

I then created a workflow rule (Repair Material: Included in CompOne POEQUALSTrue) and a field update to add the timestamp to a “date added to PO” field. For some reason, this last field update will not work.

It only works if the DDP is run and then I edit the object. It will not add the date if the formula does it. Any ideas?

Improve this question
4
  • Are you saying that when the parent object is updated, you would like the date of that change to be recorded on the child object? Would you settle for a date formula on the child object, rather than a date field?
    – Jeremy Nottingham
    Commented Apr 6, 2015 at 16:32
  • I don't think that's exactly what I'm saying... Only because I need to preserve the older child objects original date when checked... Otherwise a date formula would work. i.e. new child objects would not be checked until the DDP is run, and once it is run it should check the child objects and add the date. Thanks @JeremyNottingham
    – wayne-m
    Commented Apr 6, 2015 at 17:31
  • Is Repair Material: Included in CompOne PO a formula field with a checkbox return type, or a checkbox field whose value is set via a workflow field update?
    – shannonsans
    Commented Apr 6, 2015 at 17:41
  • checkbox whose value is set via workflow field update.
    – wayne-m
    Commented Apr 6, 2015 at 17:49

1 Answer 1

Reset to default
0

Now() is a DateTime while if you want a Date, then you want to to use Today() in your formula. I suggest you make certain which type your field is set to accept. If it's a string or text field, then you need to get TEXT(Today()) or TEXT(Now()) when you try to assign it to your field. I strongly suspect that's the problem you're having.

Improve this answer
9
  • Sorry, they are both DateTime fields.This isn't the problem. The problem is that the DDP inserted field change in the parent is not triggering the workflow on the child.
    – wayne-m
    Commented Apr 6, 2015 at 18:23
  • Is this a M-D relationship to the child or does the child have a look-up to the parent?
    – crmprogdev
    Commented Apr 6, 2015 at 18:30
  • M-D relationship
    – wayne-m
    Commented Apr 6, 2015 at 18:31
  • 1
    Ok. So you have a many to one relationship with the parent and you're clicking a checkbox on the child's record in the related list while looking at the Parent's Detail Record? In essence, how are you passing the child record's ID to workflow for it to know which child record to to update with the time stamp?
    – crmprogdev
    Commented Apr 6, 2015 at 18:38
  • The workflow field update to add the timestamp is on the child record itself. Basically the DDP inserted field change it not triggering this workflow. I'm thinking I need a trigger to do this?
    – wayne-m
    Commented Apr 6, 2015 at 18:44

You must log in to answer this question.

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