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SF Admin (FreindshipWorks) asked in #Data Management
Oct 25, 2017, 12:44 AM

How to get a value from one related list and put onto another related list?

I would like to transfer a value from one related list of contact to another related list of contact. For example, I have a custom object called "Emergency Contact", and another custom object called "Social Workers". Both objects are related to contact object. I would like to create a formula field on "Social Workers" to copy the contact info from "Emergency Contact" object so that when I see the record on Social Workers, I can see the Emergency Contact info of the person he/she is serving. Thanks
1 answer
  1. Prathyusha Yerabati (ACHE)
    Oct 25, 2017, 2:50 AM
    Hi,

     

    Unfortunately, you can't do this using a formula field. Formula fields only traverse from child to parent ( in this case from Social Workers object to Contact object ), but not from parent to child object ( from Contact to Emergency Contact ). So, you won't be able to get to the Emergency Contact record(s) from Social Workers -> Contact. Hope this clarifies. 

     

    Thanks,

     

    Prathyusha
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