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.
Your issue is with the automated process to check the box of cases when a work order is created or your issue is with the report?
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.
Struggling with tying in across objects. The Work Order information shows up as a Related List in the Case, but I can't tie to it.
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!