You need to sign in to do that
Don't have an account?
Keri-An Richards 9
Copy a field from Account to Case
Hi all,
Hoping I can get some help please.
I have a picklist field on Account that I need to copy into a field of the same name (which is also a picklist) on a Case.
So, when a case is created, I need to check the Production_Platform__c field on the Account record that the Case is for and populate the Production_Platform__c field on the case with the same value.
I know I could easily do it with either a formula field or a workflow rule if I could use text in the field, but it needs to be a picklist on the Case to drive a dependent picklist that's relying on it.
So, I think what I need is a trigger - but I don't know Apex and therefore my cry for help!
Thanks,
Keri-An
Hoping I can get some help please.
I have a picklist field on Account that I need to copy into a field of the same name (which is also a picklist) on a Case.
So, when a case is created, I need to check the Production_Platform__c field on the Account record that the Case is for and populate the Production_Platform__c field on the case with the same value.
I know I could easily do it with either a formula field or a workflow rule if I could use text in the field, but it needs to be a picklist on the Case to drive a dependent picklist that's relying on it.
So, I think what I need is a trigger - but I don't know Apex and therefore my cry for help!
Thanks,
Keri-An
All Answers