I'm drawing a blank here. I want a checkbox on the Case object to update to True when a Work Order is created. I thought I had this addressed by creating a custom report of Cases with/without work orders, and then adding criteria to work order = null, but apparently that doesn't work (and never has).
Have you tried creating a rollup field on case with the count of work orders associated to the case? If no work orders found, the field will show up as 0.
My issue is with the automated process to set the checkbox to "True" on the Case Object when a work order is created from said case.
Hi Dan Schiess , are you looking for one report that has cases that have work orders and ones that don’t. But you can tell which have work orders and which don’t? Or are you looking for a report of only cases that have no work orders. Or are you looking for a report of only cases that have work orders.
Hi Richard, not really looking for a report solution (not yet at least). Looking to just get a checkbox on the Case object marked to "true" when a Work Order has been created. Once I have the checkbox working correctly, the reporting will be easy.
I think I have an idea if your issue. Updating from Parent to Child and Child to Parent its completely different. Also, if the objects dont have a master detail relationship. I will recommend to open a case with Salesforce Support, but probably you will need a flow for it. Open a case with Salesforce and let us know!
If you use SFM to create Work Order from Case, you can try to use "Source Object Update" in that SFM to update the field you want on your Case (Source) when the Work Order is Created. Update a filed on Case called "Has Work Order" to "True".
On your report question for report type "Cases with/without work orders" I believe you will need to add Cross filter for that b/c you are including by default in your report type Cases that have and do not have Work Orders.
This should get you only Cases that have work orders..
Casey Palmer is right. We are also using the "Source Object Update" feature to update the Case upon Work Order creation. We also use this feature for several other use cases across our service solution.
Are you using only SFM to create the Work order from the Case?
If yes when setting up the SFM in the SFM transaction designer you can select the "Source Object Update" and setup for the case to be updated with the information you want upon creation.
Otherwise you can also use the declarative rollup summary app from the appexchange it will enable you to create rollup summary