Hello - I have two objects, Account (parent) and Financial Account (child). I have a lookup field already for the relationship. I am trying to have a formula field check a box on the account object if the financial account name contains the word "Indirect". Here is my formula
I tested and the box will not check. Any help is appreciated.
#Formulas
Steven Trumble (Skie) Forum Ambassador
Oh I misread your post at first.
Naga is right. Formulas don't work like that.
The formulas we've provided would work from the Financial Account looking up to the Account and checking a box on the Financial Account level.
If instead you want a checkbox to be checked on teh account level whenever there is a child Financial Account with "Indirect" in their name you will need to build an automation in either Flow or Apex.