+ Start a Discussion
Ashley DolanAshley Dolan 

How can I show assets from both the parent and child accounts in the Asset Lookup?

We currently have a requirement that Cases for a certain customer are put against one account and that all of the assets are put against another account. This seems to work fine when doing an email to case as the code selects the asset accordingly. When creating a manual case you cannot see the assets which are against the asset account, obviously. I thought about using a parent/child relationship but that didn't make any difference.

Thanks in advance for any help/advice.
Terri T JilesTerri T Jiles
If you are using classic interface:
  • You could try creating a visualforce page and including it in the page layout for case.
  • It will need to use the standard controller for case.  You will also need to develop a custom extension to check if the case's account has assets.
    •  If it does display the assets.
    • Else, if it doesn't
      • query the case's account's parent account's related assets to display the related assets.

If you are using lightning, you could create a custom lightning component to implement the same logic above