We are in Lighting. We start cases from an account. The account name auto populates into the account name field. The user enters the rest of the data, clicks save. The Account name disappears from the field account name field. Any ideas why?

3 answers

Pattie Milner (Pattie's Studio)
Jan 29, 2019, 6:03 PM
Have you checked all possible automation with Case? Process Builder, Workflow Rules, Triggers? (setup -> Process Builder/Setup->Workflow Rules/Setup->Object Manager ->Cases->Triggers)

It sounds like something is running on "New/Edited" cases and it clears out the field.

Add a comment

0/9000

Data Management