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Master detail relationship on standard objects
Hi,
I am trying to create a formula field on Case and I want an opportunity field in my formula but I do not have the option to choose opportunity object nor its fields. I understand I need to establish a relationship between Case and Opportunioty. Could someone tell me how I can do this? If the only way is creating a trigger then could you help me with how to create such a trigger as well please?
Thanks, Jayashree
I am trying to create a formula field on Case and I want an opportunity field in my formula but I do not have the option to choose opportunity object nor its fields. I understand I need to establish a relationship between Case and Opportunioty. Could someone tell me how I can do this? If the only way is creating a trigger then could you help me with how to create such a trigger as well please?
Thanks, Jayashree
You can create Lookup Relationship and refer Opportunity Filed in formula on case.
Hope this helps!
Best Regards,
Sourav.
All Answers
You can create Lookup Relationship and refer Opportunity Filed in formula on case.
Hope this helps!
Best Regards,
Sourav.
You just need to create a Custom look-up field with opportunity. Now when will you make a formula field in case object, you can insert the opportunity field in your formula.
Cheers..!!
Best Regards,
Dheeraj
Kind regards,
Jay
Glad to hear that mate.
Please mark a "Best Answer" to mark this thread Solved and to help others in the community.
Warm Regards,
Sourav.