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Close case if already an open case existing on billing account
Hi,
I have a custom billing_account__c object on which we can create cases of particular record type.
I am giving case creation function through a custom button.
Here is the challenge am trying to solve.
If there is a open case already existing on billing_account__c on that record type, I would like to close new case and if does not
Exist I will go ahead and create a case.
I am trying this using triggers but since new could not find a way.
Can someone help with this!?
Regards
I have a custom billing_account__c object on which we can create cases of particular record type.
I am giving case creation function through a custom button.
Here is the challenge am trying to solve.
If there is a open case already existing on billing_account__c on that record type, I would like to close new case and if does not
Exist I will go ahead and create a case.
I am trying this using triggers but since new could not find a way.
Can someone help with this!?
Regards
Vijay
you can try to create a Custom field.that stores the CaseType+RecordId and then applying a workflow rule on creation to give a check if any case already exist with the same name.
thanks