I have a customer record inheriting a school (custom record) when updating the fields on the school (custom record) the values don't change on the customer record. Is there a way to create a script to updated those fields even when they are stored values?
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KevinJ of Kansas
06/06/2023, 7:20 PM
Via workflow? Scheduled workflow built on a saved search when they don't match that runs on the child record
KevinJ of Kansas
06/06/2023, 7:20 PM
Though, admittedly, it feels like this is maybe something that doesn't need to be a stored value field
KevinJ of Kansas
06/06/2023, 7:21 PM
if you always want it to update. If you want it to conditionally update, then you probably need to make the search smart enough to handle those conditions