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Populate Field from child record created last RRS feed

  • Question

  • An Opportunity creates a child Design record. (1:1). a Design Record creates a Design Version record (1:N). There is also a referential relationship between Opportunity and Design Version. (On Design Version record the opportunity has already been populated from workflow).

    I want to populate the Opportunity Revenue amount from the design version, however I want it to update from the most recently created Design Version record as there will be multiple design versions. Any suggestions on how to accomplish this?

    Thursday, October 30, 2014 4:54 PM

Answers

  • Hi,

    If you say the Design Version is a 1:N of Opportunity, what's the reason why you can't use a workflow triggered on create of the Design Version to update the Opportunity Est/actual revenue?

    Rob


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Thursday, October 30, 2014 10:17 PM
    Answerer