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Configure a Linked Object
You must configure a linked object if State Transition Rules depend on field values in a related object, such as Account or Contact, rather than the base object.
A linked object specifies:
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The field in the base object that has values used for matching. This is often a lookup field.
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The type of the related object.
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The field in the related object that has values used for matching. This is often the field to which the lookup field refers.
The base object and related object fields often have a lookup relationship, but not always. For example, to link the Application__c and ProviderEducation__c objects, you can use the PrimaryContactId__c field in the Application__c object and the ContactId__c in the ProviderEducation__c object. Neither field looks up the other, but the Ids in these fields can be matched.
In the Report Card State Model, two rules depend on whether the Contact that represents the student is active.
To configure a Contact linked object in the Report Card State Model:
- In the Report Card State Model V1 page, click the Rules Administration tab.
- Click Add Linked Object.
- From the Field API drop-down list, select ContactId__c. This is the base object's lookup field.
- From the Linked Object drop-down list, select Contact.
- From the Linked Field API drop-down list, select Id. This is the related object's looked-up field.
After you configure a linked object, you must reference it properly in the Conditions field of your rule. See Multiple Conditions vs. Multiple Rules.
