We basically need to list a detail field of the child record on the parent detail page itself. Is this possible through a formula field without creating any other types of relationships? The child object and fields do not appear in the advanced formula editor.
Hi,
If parent and child are related via a lookup or master-detail relationship then we can add a cross object formula to your Child object. If we refer a parent object from a child object is 'going up' and this is possible. But we can not write a formula field on the parent while trying to pull in values from the child record.
When we are attempting to go down one level, we have to take into account that the underlying architecture allows for a parent to have multiple children. This is also called as a 'One to many' relationship. A Master-Detail relationship allow us to get record counts etc. of child records. As a whole, formula fields can 'go up' and can not 'go down'.
Please refer -
https://probablesolution.blogspot.com/2021/11/access-child-records-in-parent-object.html
https://probablesolution.blogspot.com/2021/09/apex-trigger-to-update-parent-record.html
https://developer.salesforce.com/forums/?id=906F0000000BHvJIAW
