Goal:
As soon as a ‘Record Status Change Event’ (custom record type) is created, the workflow needs to check the ‘Record Status Change Event’->’Status Change Type’ and update ‘Record’->’Status’ accordingly. ‘Record Status Change Event’ is a child-record of ‘Record’.
Workflow parameters:
Record Type: ‘Record Status Change Event’
Trigger: On Create, After Record Submit
Observations/Thoughts:
If I make a ‘Set Field Value’ action, I can only select fields from the ‘Record Status Change Event’ and not from the ‘Record’ parent record. I figure it’s because parent ‘Record’ has not been loaded (and was not joined during the ‘Record Status Change Event’ load). So I thought I might need to use a ‘Go to record’ action, but I couldn’t seem to make it work. Is a ‘Go to record’ action only for directing a user in the UI? Or should I be using it to load the related parent ‘Record’?
This is a cached copy. Click here to see the original post.