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Patrick 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!
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!
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.
regards,
Shashi