Workflow condition for all the relationships

đź’¬ General Discussion
1

Hi,

I created a custom field “Done” in my “Opportunities” module. By default, it is set to “No”.

I would like to set it to “Yes” when all the Tasks related to the Opportunity have a status equal to “Completed”. Is it possible to do that in Workflow ?

What if I select :

  • Workflow Module = Opportunities
  • and Condition = Tasks / Status / Equal To / Value / Completed ?

Thanks,

2

I don’t think you can make that work. The key problem is when you say “all the tasks”.

That would make the workflow condition have to loop through all related records, when in fact it is only able to test fields on the current record that it is evaluating whether to run the workflow or not.

You would have to make a logic hook and make that loop with code.