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SunnyButCloudy Show case items on opportunity level
Hello,
Is there any way to show case information on an opportunity? I know we can tie cases to accounts, and all of the account's cases show on opportunities.
So I have a two-part question:
1) I'd like to limit an account to only have a certain case record type. (Can I use validation rules to make this happen?)
2) Show a case field from that record type on an opportunity. (I'm assuming that can be done via Apex).
Please help...I've been trying to do this but am stuck. =\
Thank you x 100 in advance.
What I've done so far:
1) Created a lookup on Opportunity object called "Related Case".
2) Created a formula field on Opportunity object to pull in the Status of the "Related Case".
Still having problem: How can I pre-populate the Case that has a certain record type in the lookup field?
As you have already created a lookup that is good. I think you can write a trigger to update this field at the time of creating a case for the oppurtunity. There are two ways of accessing the oppurtunity. Either from the Account or from OpprtunityContactRole.
Thanks for the reply kalyanrm. We're not using contact roles so I would have to link account,opp,case together. Do you know how i'd be able to write an after update/insert trigger on case?