Skip to main content
Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Sep 18, 2019, 10:05 PM

Custom Household Field on Case - Need to Auto Populate Address

I have a custom lookup field on the Case layout that is related to the Household.  I need to auto populate the address from that Household into the Case, but I cannot seem to get it to pull.  Can someone please point me in the right direction?  Really appreciate it!  

 

Thanks 

 

Mike
3 answers
  1. Jake Brushafer (Penrod)
    Sep 19, 2019, 4:36 AM
    You could build a custom action for this, providing that you are creating the case off the Household. The other option is that once the household is selected you can use process builder to go and get the address info off the household. You also could use the formula field but if you need to edit the field you won't be able to and last you can make a custom lighting component with code. 
Write an answer...
0/9000