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Rick SF Admin List all records from a related list in a custom field on the parent obejct
Is it possible to create a custom text field that will list all the records (Account names) from a related list of the parent object in real-time? The reason for this is that I'm using Conga to create PowerPoint templates and using a report to popoulate the data. But I need all the data from multiple related list displayed in this template. So if can have a text field that updates the list with the name of the accounts that are created or currently exist, this will resolve my issue.
EXAMPLE
Parent Object
Custom Text Field: Record A, Record B, Record C (data from related list)
Related List:
Record A
Record B
Record C
EXAMPLE
Parent Object
Custom Text Field: Record A, Record B, Record C (data from related list)
Related List:
Record A
Record B
Record C
Its not possible by using some formula field or other configuraton things.
For that you have to write your custom logic either trigger for current going-on records or go with batch class to update all existing parent records (Custom Text Field: Record A, Record B, Record C) based on child records.