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Leticia Monteiro Freitas
Populate a field automatically from a lookup object.
I am creating a Case object and in it I have the invoice information, I want automatically fill in the the Account field, according to the value of the invoice when a new case is created.
Can anyone help me? It's by some configure in the field or is it just work by triggers?
Can anyone help me? It's by some configure in the field or is it just work by triggers?
You can achieve this using 2 ways:
1) Process Builder
2) Trigger on Case Object
Please let me know if you need any further assistance.
Regards,
Ramakant
All Answers
You can achieve this using 2 ways:
1) Process Builder
2) Trigger on Case Object
Please let me know if you need any further assistance.
Regards,
Ramakant
I got it ! Thank you for your help, it was very usefull.
I use the Process Builder and worked :)