Hello Trailblazers, I could use some help.
In the Case object, if the "Account Name" account lookup field is empty, it is automatically populated with the account record tied to the contact record entered into the "Contact Name" case field immediately once it's populated with a contact record. The Account Name field remains editable to override the value if necessary.
How can I mimic this functionality using similar lookup fields on a custom object? Would I need to create an Apex trigger to achieve this? I want to update the Account lookup field without saving the record, but allow it to be overwritten if desired.
Thanks,
Greg
3 Antworten
Lakhan Meghani (Cube84) 
Forum Ambassador
Hi Greg,
You have to do customisation and need to fire Onchange event to populate other field based on value in original field
Talking about apex Trigger, you can write Apex Trigger/Process builder but it will save the data in your field after saving your record
