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B2A cross object referencing (for validation rule)
Hello All, i have the following use case:
Before saving a record (custom object), with a lookup field to a Contact,I need to check whether the contact already has one of these records created and associated to it. In other words, I want to enforce that the contact record allows one record from a custom object created for it, else a validation rule should say "You have already created a 'custom object record entry for this contact."
Any idea whether this can be done via validations or apex triggers?
Thanks for any suggestions.
B2A
What is the relationship between the Contact record and the Custom Object? If it is a Master-Detail relationship thne you can create a custom Roll-Up Summary field on the Contact that counts the number of Child Records associated to the Contact. Then create a Validation Formula that throws an error if the Count of Child records > 1 when a user tried to create a second Child record.
If the relationship is not Master-Detail then I think you have to go the Apex Trigger route, and I'm afraid I can't help you there.