I have a custom related object that is linked to Accounts. There's a one (account) to many (sub_account) relationships, and I have a separate related object called "Notes" that is linked to the sub_account.
What I would like to do is implement a simple code/solution, so when a user goes to a specific sub_account, and clicks on "Create New Notes" (button already exists), the Accounts field would be automatically populated based on that already established link/relationship in sub_account.
I think trigger is the right approach to make this work. Could someone please help me understand the right code (or perhaps other solution)? Thank you!
4 risposte
Hi Max,
DO you want this to autopopulate in the while creating the record oir do you want to autosave this field?
If you want it at user interface while creating yoyu can ovverride " new button " to autofill the look up field.
If you want the later one you should be able to do this via workflow/process builder.
Trigger is not required in your case
