write a trigger When standard object creates custom should automatically should create And when ever custom object created standard should create automatically but number should be same But number should not be mismatched mismatching
Can you please confirm what should it create. Is it when a standard object record gets created the custom record should get created. What is the standard object you are referring to. Please help the community to understand the question .
Can you please confirm what should it create. Is it when a standard object record gets created the custom record should get created. What is the standard object you are referring to. Please help the community to understand the question .
Service request is a standard object Service requests is a custom object
As we know standard object (service request) can be used by minimum no of person as per license for limited users
So for that reason we created a custom object (service requests)so that other users can use
So we are generating case in service request (standard)when any request comes So we are creating new service request
Case can be generated via phone ,email,web
In email when ever customer drops any email it will be automatically case number will be generated in service request (standard)
In phone also similarly whenever customer enters in the application it will autogenerate case
Web means Html page will there in which we enters all details it will be generated as case
The service request no and standard case number are the fields in custom object (service requests)fields and Service request number and custom case are the fields in standard object (service request)
Service request no is a autonumber In both standard(Service request) and custom object (Service requests)
Scenario in standard object:-
Standard Object 2nd field( Custom case(visit to the branch)) is look up to custom object (service requests)
Scenario in custom object :
Custom object 2nd field (Standard case number(CCC)) Is done with a formula field and the value in this comes from Stabdard object (Service request)
Then we have process builder
1.) Standard to custom 2.) Custom to standard
In standard when case is created condition should be true
In immediate action
Record type - service requests(working on custom)
When standard object creates custom should automatically should create
And when ever custom object created standard should create automatically but number should be same
Can you please confirm what should it create. Is it when a standard object record gets created the custom record should get created. What is the standard object you are referring to. Please help the community to understand the question .
Thanks,
K. Sai Praveen Kumar.
All Answers
Can you please confirm what should it create. Is it when a standard object record gets created the custom record should get created. What is the standard object you are referring to. Please help the community to understand the question .
Thanks,
K. Sai Praveen Kumar.
Service request is a standard object
Service requests is a custom object
As we know standard object (service request) can be used by minimum no of person as per license for limited users
So for that reason we created a custom object (service requests)so that other users can use
So we are generating case in service request (standard)when any request comes
So we are creating new service request
Case can be generated via phone ,email,web
In email when ever customer drops any email it will be automatically case number will be generated in service request (standard)
In phone also similarly whenever customer enters in the application it will autogenerate case
Web means Html page will there in which we enters all details it will be generated as case
The service request no and standard case number are the fields in custom object (service requests)fields and
Service request number and custom case are the fields in standard object (service request)
Service request no is a autonumber
In both standard(Service request) and custom object (Service requests)
Scenario in standard object:-
Standard Object 2nd field( Custom case(visit to the branch)) is look up to custom object (service requests)
Scenario in custom object :
Custom object 2nd field (Standard case number(CCC)) Is done with a formula field and the value in this comes from Stabdard object (Service request)
Then we have process builder
1.) Standard to custom
2.) Custom to standard
In standard when case is created condition should be true
In immediate action
Record type - service requests(working on custom)
When standard object creates custom should automatically should create
And when ever custom object created standard should create automatically but number should be same
But number is mismatching...what should we do?