To explain the Idea, I will describe my issue with an example:
We have two modules in Zoho CRM: Module A and Module B.
- Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record in Module A.
- There's a Workflow + Deluge Function in place which aggregates (sums up) certain values from all the linked Module B records and then updates a specific field in the associated Module A record.
- This workflow is activated when:
1. A new Module B record is created with a link to Module A, or
2. An existing Module B record (already linked to Module A) is edited.
Here's the challenge:
If a Module B record already linked to a Module A record has its link removed (i.e., the lookup field in Module B pointing to Module A is cleared), the current workflow triggers but the function fails because the function uses the Module A lookup field, which it cannot because it was cleared. Thus, it fails to update the aggregated sum in Module A based on this change.
What we need is a way for the workflow to be triggered directly from Module A whenever there’s a change in its list of related Module B records. In other words, if any Module B record gets linked or delinked from Module A, it should automatically recalculate the aggregate sum.
Idea/Solution:
Ideally, a trigger in Module A that activates when the number of its related Module B records changes would solve this problem.