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DoItAlone
Autofill Without Master Detail Relationship in Cases
I have three custom objects which contain various information that is linked to Contact and Case. I have a lookup relationships in the Case and Contact, but I want it to prefill the information in Case based on the information in Contact.
For example:
In Contact, I have three custom objects that are linked by a look up which are Community, Corporate Entity and Location. When I go create a case based on this contact, I want the information for Community, Corporate Entity and Location to automatically be brought over.
The big issue here is that I already have a junction object set up to connect Community and Corporate Entity. I was thinking Cross Object Formula Fields, but I can't seem to figure out how to get it to work between Cases and Contacts.
Any help would be great!
Thanks!