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Wingsrul91
Populating field value from one object to another
I am trying to populate one field (number) value found on a custom object to another field on the case object.
The scenario goes like this:
After closing a case, the user is sent a customer survey. The customer survey is a custom object. After the user is done filling out the survey they submit it. On the customer survey record is a field which totals the values chosen in the survey. For example, if the user selects all 5s, the value of this custom formula field on the customer survey record is 25. This rollup value field is the field I want populated back to the original case from which the survey was sent.
How do I update the value of the rollup field on the survey object to a field on the case object. These values should always be the same.
Thank you in advance for your help.
The scenario goes like this:
After closing a case, the user is sent a customer survey. The customer survey is a custom object. After the user is done filling out the survey they submit it. On the customer survey record is a field which totals the values chosen in the survey. For example, if the user selects all 5s, the value of this custom formula field on the customer survey record is 25. This rollup value field is the field I want populated back to the original case from which the survey was sent.
How do I update the value of the rollup field on the survey object to a field on the case object. These values should always be the same.
Thank you in advance for your help.
An Apex trigger that runs after a survey record is updated could be used to update a target field on the case record.