Managed Parent is a type of rule that automatically inserts a parent object if it does not already exist when a child is inserted.This is done using the following algorithm:
If you provide some initialization code, you will have access to the usual variables (row, oldRow, and logicContext). The row and oldRow variables will refer to the child object being modified.
In addition, you will also have a variable called parent, which will contain the new parent about to be inserted. This allows you to modify this new parent object in whatever way you see fit, before it actually gets inserted. For example, you may need to compute the values for required attributes.
Managed Parent occurs before row logic, as described in Generated Primary Key Handling. That means that formulas are not yet operational, so cannot be used to compute foreign keys.
A common Use Case is to use Managed Parents for grouping totals. See the example for totaling sales by month and salesrep. The Managed Parent is defined like this:
You can test this by posting the following to