Hi all, We are facing a serious problem. We have a custom object, Custom_Fullfillment__c. We are using the standard object Asset set as related list in the Custom Fullfillment Page Layout. Our requirement is to get the Account field on Asset automatically filled when we create Assets from the related list Assets in the Custom Fullfillment record. The custom object has a lookup to Account. The problem we are facing is that standard we get the error "Every asset needs an Account or Contact ID" when we don't fill out the Account field on the Asset record and try to save it. The Fullfillment field on the Asset is being set automatically with the Fullfillment ID of the Parent Record, Account is also set on the Fullfillment Parent Record, but the Asset record can not be saved if we don't set the Account on it. We built a process to set the Account on the Asset automatically when the Asset is being created from a Custom Fullfillment related list, but the saving is not working because Salesforce asks in advance for the filling of the Account field. Probably process builder is not the best option for this requirement. I would appreciate tips which other possibilities would be suitable for this. Even when you set Account as non-required on the Asset layout, Salesforce is asking you to fill that field in advance. I would appreciate tips, guys. I am not a developer but would like to know which other options we have for the solution of this requirement.
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PS: Even if I disable Asset Sharing Settings, I am getting the same error or validation. The Asset OWD becomes Private. I try then to execute the same steps and the validation still appears.
Hi Laura,
I'm wondering if creating a before-save record-triggered flow on Asset where you would first use a Get Record to retrieve the Account on the assoiated custom object, then use an assignemnt to update the actual asset would work?
