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I am trying to write a formula for below scenario
Opprtunity : Field 1
Product (Custom Object) : Field X
Field 1 updates when field X is Certain value. I have created lookup relationship between opportunity and product so that i can access the field x
Formula for criteria of workflow I am writing is opportunity__r.field x == "Test"
it seems not working and I don't understand why? Can anyone please help?
If you are trying to trigger the workflow on the child product when the parent opportunity is changed then this will not work. The workflow rule will only fire when the child product is changed. What you could do instead is use the process builder to monitor the opportunity change and then update the child product records from there.
