We have a custom object on cases that tracks service providers (contacts). Sometimes we have service providers through the same agency, even though we track services per contact. I'm looking for a way to flag when these contacts are from the same account, viewable on the case.
So if we have Ahn from ABC Agency and Ben from ABC Agency that have both been added to this child object on the case, I want a quick flag (checkbox, text, whatever) to see via related list that they're both from ABC Agency without restricting them being added. Any advice/directions?
@Zenith Savary You would want to add a custom boolean field on Case stating that 1 or More Service Providers are from the same Acct. Then a record trigger flow on the Service Provider object that queries if any other records on the record share the same account, if 1 or more records are returned Update the flag on the Case Now this doesn't help show you which Service Providers are the ones from the same account so you could similarly add a flag on the Service Provider Object that is updated in the Same flow for the Created/Updated Record and all returned records. Then from a related list you would be able to see quickly those from the same acct. From a user interface perspective you could even use dynamic related list to filter and only show the user Service Providers from the same acct
