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James George
Displaying Case data on Asset object using formula
Hi All,
Please help me on this scenerio.
There is a Lookup field to Asset Object already exists
1. Created a new text field "C1" in Case Object
2. Created a new formula field "A1" in Asset Object
How can I display the data from Case Object's "C1" Field to Asset Object's "A1" field using the formula.
Anyhelp will be appreciated.
Thanks,
JG
Please help me on this scenerio.
There is a Lookup field to Asset Object already exists
1. Created a new text field "C1" in Case Object
2. Created a new formula field "A1" in Asset Object
How can I display the data from Case Object's "C1" Field to Asset Object's "A1" field using the formula.
Anyhelp will be appreciated.
Thanks,
JG
1. I Think Its Not Showing In Your Org Cause May Be You Have Asset Lookup on Case(i.e you've made asset lookup in case object) That's Why It's Not Showing Case Fields While Inserting Fields In Fromula
2. To Get Case Field Value From Formula Field In Asset Object You Have To Make Case LookUp in Asset Object Then You Can And Be Able To Insert Case Fields in Formula
Thanks CharuDutt
All Answers
Thanks for your reply.
Lookup field is on Case Object looking to Asset Object.
Thanks,
JG
If this answer is helpful for you then mark it as the best answer.
Try The Below Trigger.
As You've Lookup On Case Object And Formula Field On Asset Object. So Formula Field On Asset Object Can't Access The Field On Case Object However You Can Access Field Of Asset Object On Case Object By Formula Field Please Mark It As Best Answer If It Helps
Thank You!
Thanks for your code, and it works.
Is there any declarative way to achieve this functionality.
Thanks,
JG
Thanks for your comments.
The solution you have provided did not work.
Thanks,
JG
Your Formula for your Formula Field WIll Be As Shown Below Please Mark It As Best Answer If It Helps
Thank You!
I tried your above solution but did not work as Case and Asset cannot be reached through Cross Object Formulas as they are only related through Lookup relationship.
Thanks for trying to help me though.
Thanks,
JG
Sorry For Late Reply
It Should Be Case__r.Subject And Not Case.Subject Which You Typed
As You Can See In Below Image It Works In my Org As I"ve Made Case Lookup On Asset
Please Let Me Know If It Works And Like And Mark It As Best Answer
Thank You!
Or You Can Click On Insert Field Button Below Simple Formula Tab And Select Whichever Field To Want To Show And Click Insert
As Shown In Image Below
Please Let Me Know If It Works And Like And Mark It As Best Answer
Thank You!
Do you have a master detail relationship between Asset and Case?.
For me the relationship is not coming up, please see the screenshot attached and let me know the comment.
Thanks,
JG
I have lookup relationship that is case lookup field on asset
In your screenshot you are on simple formula tab you have to click on advance formula tab and then click the insert field Button as you can see in the screenshot given by me
Please Let Me Know If It Works And Like And Mark It As Best Answer
Thank You!
Thanks for your comments, anyway the Case object is not showing up.
Any idea...
Thanks,
JG
1. I Think Its Not Showing In Your Org Cause May Be You Have Asset Lookup on Case(i.e you've made asset lookup in case object) That's Why It's Not Showing Case Fields While Inserting Fields In Fromula
2. To Get Case Field Value From Formula Field In Asset Object You Have To Make Case LookUp in Asset Object Then You Can And Be Able To Insert Case Fields in Formula
Thanks CharuDutt
Thanks for providing the solution, once the Step 2 mentioned above implemented I'm able to resolve the issue and able to use the Formula.
Thanks again,
JG