View Multiple Ironclad Workflow Records Tied to a Common SFDC Source Record (Legacy)

Note: This article is intended for the legacy managed package (versions 2.1 and below). The information below may not be accurate for newer versions.

• If you are setting up the Ironclad Salesforce integration for the first time, or are installing an updated version of the Ironclad Managed package (version 2.16 and above), refer to the Salesforce New User Setup Guide.
• If you want to upgrade from a version below 2.2 to a version above 2.16, refer to Upgrading the Ironclad Salesforce Integration.
• If you installed an early-access package (between version 2.4 and 2.12) and are now switching to the official release package (2.16+), refer to Upgrade Early Access Package to Official Release.

Prerequisites

To view multiple Ironclad workflow records tied to a common SFDC source record, you must:

• Set up workflow sync and add a linked source. A link is then added to the Ironclad workflow Salesforce record on the Salesforce object. Only the most recent Ironclad workflow Salesforce record shows up in the field.
• Add a custom Lookup Relationship field type on Salesforce object to Ironclad workflow.

Process Overview

1. Salesforce launches a workflow in Ironclad. This triggers the creation of an Ironclad Workflow record in Salesforce and links to the original source Salesforce record Ironclad pulls information from.
2. When you link the Ironclad Workflow record to the original source Salesforce record, this counts as an “edit” which triggers the process built below.
3. On the source Salesforce record (Opportunity in the example below) Salesforce checks that it has an Ironclad Workflow record linked. Then it checks if the linked Ironclad Workflow record doesn’t have a linked Opportunity in its list of fields.
4. If these conditions are satisfied, then it updates the Ironclad Workflow record’s Opportunity lookup field with the linked Opportunity.
5. By doing this, it adds the Ironclad Workflow to the related list of Ironclad Workflow records in the Opportunity.

Use Process Builder to View Multiple Ironclad Workflow Records Tied to a Common SFDC Source Record

To view all related Ironclad Workflow Salesforce records on the source Salesforce object, you must use Salesforce’s Process Builder.

In the example below, the source Salesforce object is an Opportunity, but you can use these instructions to set up a related list of Ironclad Workflow records on any Salesforce object.

1. Verify that you've created a custom Lookup Relationship field type in your Ironclad workflow to the source Salesforce object (which, in this example, is the Opportunity).
2. In Salesforce, click Setup > Process Builder.
3. Create a new process. In The process starts when field, enter A record changes.
4. Click Add Object to choose the Salesforce object and specify when to start the process. To do this:
   1. Select the object you’ve set up as a Linked Source. This is the source Salesforce object, which is the Opportunity in this example.
   2. In the Start the process field, select when a record is created or edited.
5. Click Add Criteria to define the criteria for the action group. To do this:
   1. In the Criteria Name field, enter something similar to Ironclad Workflow's Opportunity field is.
   2. In the Criteria for Executing Actions field, select Conditions are met.
   3. In the Set Conditions section, you must add two conditions:
      1. ​​​​​​​For the first condition:
         1. In the Field field, for this example, enter Opportunity > Ironclad_Workflow_ _c.
         2. In theOperator field, enter Is null.
         3. In the Type field, enter Boolean.
         4. In the Value field, enter False.
         5. For the second condition:
            1. ​​​​​​​In the Field field, for this example, enter Opportunity > Ironclad Workflow > Opportunity_ _c.
            2. In the Operator field, enter Is null.
            3. In the Type field, enter Boolean.
            4. In the Value field, enter True.
6. In the Conditions section, select All of the conditions are met (AND).
7. If the conditions are met an action needs to be taken. In the Immediate Actions section, add an action. To do this:
   1. ​​​​​​​In the Action Type field, enter Update Records.
   2. In the Action Name field, enter Update Ironclad Workflow Record.
   3. In the Record Type field, in this example, enter Opportunity > Ironclad Workflow.
   4. In the Criteria for Updating Records section, select No criteria - just update the records.
   5. In the Set new field values for the records you update section, add a field with the following details:
      1. ​​​​​​​In the Field field, enter Opportunity.
      2. In the Type field, enter Field Reference.
      3. In the Value field, enter Opportunity ID.

     ​​​​​8.  Save and activate the process.