Question
"please add account id in to show and try again"
I want to run a rule on a custom object that is 2 "levels" below the account.
Account - Contact - Survey Response - Survey Question. Suvey Question is the object.
I added a field to the Survey Question object to pull in the Account ID but when I add it to the SHOW section of the rule set up it doesn't register as an appropriate Account Id.
Is it possible to use a custom object that is not directly related to an account in rules? I can write it up to the account but would rather just pull the account ID down instead of creating a Process in Process Builder to write the value upward.
Account - Contact - Survey Response - Survey Question. Suvey Question is the object.
I added a field to the Survey Question object to pull in the Account ID but when I add it to the SHOW section of the rule set up it doesn't register as an appropriate Account Id.
Is it possible to use a custom object that is not directly related to an account in rules? I can write it up to the account but would rather just pull the account ID down instead of creating a Process in Process Builder to write the value upward.