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Zoom_V Auto populate Master-Detail fields when creating
I have an object (ObjectA) with two Master-Detail fields in it. I am attempting to auto-populate both of those Master-Detail fields whenever I create a new ObjectA record. I am attempting to accomplish this by using Process Builder. However, those Master-Detail fields are not available in the dropdown list of one of the fields to update when I use the Update Records action.
Why is this ? Am I not able to update Master-Detail fields using Process Builder ? If so, is there a way around this ?
Thank you.
I have a little update on this matter. The reason of not being able to select a master-detail field in process builder is because of not having the re-parenting checkbox checked. Once you have this checked, the master detail field will appear as lookup already do.
Keep in mind that this change may affect to you data model requirements.
Regards.
All Answers
Just like you say, you can't update master-detail fields with Process Builder, however you can update lookup fields, I guess this is because lookups are not a tight relationship as master-detail are. I assume that using lookups instead of master-detail fields is not an option for you so I guess that you should use a trigger instead process builder.
Regards
I have a little update on this matter. The reason of not being able to select a master-detail field in process builder is because of not having the re-parenting checkbox checked. Once you have this checked, the master detail field will appear as lookup already do.
Keep in mind that this change may affect to you data model requirements.
Regards.
Oh thank you Carlos. And now that you say that it all makes sense. I guess I would be re-parenting the record from a blank field to a populated one.
Thanks again !