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Patrick ConnerPatrick Conner 

Mass Relate Custom Objects

I'd like to mass relate custom objects who match a certain field. 

I have custom object: PPI
I have custom junction object: Related PPI
I have field: Referral

Currently, when staff sees matching referral IDs they manually open both PPI objects and relate one to the other. Sometimes there are up to dozens or more of related PPI objects with matching referral IDs, requiring staff to go into each one and relate to the "Master" object or add all related PPI to each seperate PPI. Is there some way I can automate this process? 

So process would be: IF referral matches on any objects -> Relate all matching objects

Thanks for any suggestions!
Naval Sharma4Naval Sharma4
You can use Schedular Job which will run on nightly basis and in which you can identitfy the records based on the defined criteria. I hope this make sense to you.
Shashi PatowaryShashi Patowary
Hi Patrick,

I think a custom built VF page would help you. You can think of the UI part.

Please let me know if this is helpful.