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Bob_z Insert Case Id on related child record's case lookup field
I am looking for help on a trigger for the case object.
I have three objects Case, Account and a custom object Site_Partner__c
I need help with a trigger or pex class that performs like this:
The Account object has related records from the Site_Partner__c which has a account lokup field Site__c
I need the functionality to perform that when a case record is created the trigger/class finds the Site_Partner__c records associated with the account on the case record and assigns the case ID to the Case___c lookup field on the Site_Partner__c record. I'm just not sure what the best practices solution to this requirement i.e. Trigger, Apex Class or Process builder.
I have three objects Case, Account and a custom object Site_Partner__c
I need help with a trigger or pex class that performs like this:
The Account object has related records from the Site_Partner__c which has a account lokup field Site__c
I need the functionality to perform that when a case record is created the trigger/class finds the Site_Partner__c records associated with the account on the case record and assigns the case ID to the Case___c lookup field on the Site_Partner__c record. I'm just not sure what the best practices solution to this requirement i.e. Trigger, Apex Class or Process builder.
You do it easily by using Process Builder
Regards,
Uttpal Chandra
Kindly mark it as solved so it will help to keep the community clean