WeDid: Custom Validation Rules on Child Records

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Challenges

The client would like to ensure that all the child records of a master record to be marked as “Completed” before the users can change any a specific value in the master record.

 

Solution:

Ensure that the master and child record objects are linked using master-detail relationship.

Use a roll-up summary to calculate total child records and use roll-up summary to calculate total child records with “Completed” status.

Use validation to check if these 2 roll-up summaries match. If matched allow the changes of a value in master record if not then otherwise.

 

Related Objects Custom Object (Master) and Custom Object (Child Object)
Components Data Model Design, Roll-up Summary, Validation Rules
Complexity Easy

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