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carramrod81
Loading data from contact to custom object
Hi,
I Have a custom object named Trip Log that has two lookups (account and contact). The user can only create a new Trip log from the contact level. When they create a new Trip Log off of a contact, the Contact lookup is obviously filled out, but the Account lookup is blank. Is there a way it can pull the associated account from the contact and populate this box?
Also another question, is there a way to check if the selected contact is part of the selected account?
thanks
carramrod
I Have a custom object named Trip Log that has two lookups (account and contact). The user can only create a new Trip log from the contact level. When they create a new Trip Log off of a contact, the Contact lookup is obviously filled out, but the Account lookup is blank. Is there a way it can pull the associated account from the contact and populate this box?
Also another question, is there a way to check if the selected contact is part of the selected account?
thanks
carramrod
Please provide the code that you currently use.
To your second question, a validation rule would do it, just check that (for example) Contact.AccountId = AccountId.
what code would i need?