Apex Code Development You need to sign in to do that
Don't have an account?
esnascott Picklist Value in New Case form
Hello
I opened a ticket with support on this and they are stumped, they sent me here. Seems like a simple question. I have a picklist in accounts. What I want to do is when an user is opening a case for that account, I want the value of the picklist to appear in the new case form. It will show the sensitivity of the customer and the support team will know right away how to address the problems. I tried to use formula fields but they do not support picklist values. Any thoughts would be appreciated.
I opened a ticket with support on this and they are stumped, they sent me here. Seems like a simple question. I have a picklist in accounts. What I want to do is when an user is opening a case for that account, I want the value of the picklist to appear in the new case form. It will show the sensitivity of the customer and the support team will know right away how to address the problems. I tried to use formula fields but they do not support picklist values. Any thoughts would be appreciated.
You have to override standard "New Case" button of case.
which means Create new List button on Case object for new case creation and replace it with standard "New Case" button which is on related list of Account. see below screenshot of related list of account.
Let me know if you have any question on this.
Thank You,
Hitesh Patel
Email :- hiteshpatel.aspl@gmail.com
http://mrjavascript.blogspot.in/
The formula fields support picklist values YES.
You could do something like this in your new field on Case Object.
- Formula field type text
- TEXT( Account.Industry )
Account.Industry is a salesforce picklist default.
If this anwser help you, please mark as the best.
Marcilio
Scott