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Gabe
one-to-many custom object-to-cases / related list
I have a custom object called "QA Reports." I want a way to associate 1 QA Report with >1 case. It's easy enough to do a 1-to-1 relationship or even have multiple QA Reports associated with a single case.
But I want this to work like solutions - I want to view a single QA Report and see all the cases associated with it.
How do I do this?
salesforce.com support tells me I need to use Cross-Object Formulas. Is that correct? And how do I get started?
Thanks!
-Gabe
But I want this to work like solutions - I want to view a single QA Report and see all the cases associated with it.
How do I do this?
salesforce.com support tells me I need to use Cross-Object Formulas. Is that correct? And how do I get started?
Thanks!
-Gabe
So far I've created a new custom object and have added two custom fields - a master-detail to case and a master-detail to QA Reports.
But I'm a little confused on this part:
werewolf wrote:
Then you can add some cross object formula fields to that CJO that get data from either of the 2 parents to display in the related lists.
So I add another custom formula field to my new object... but what's in the formula? Could you provide a sample formula that I could use? I don't have much experience creating formulas yet, aside from playing around with them here and there.
And once this new custom object (the CJO) has the right data, then that's where I'd log new QA Reports? Or in the first custom object I created? And I assume the QA Reports object and Cases would need to pull in the CJO somehow, right?
Thanks again,
Gabe
The CJO is creating all these unique records such that each case that links to the same QA Report does so through a new CJO record.
I did add additional case details via a formula to my CJO, but how do I get the details of related case numbers (not the CJO record) to show up on my QA Report record?
Likewise, how do I get the name of the QA Report (not the CJO) to display on the case?
Here's what I'm doing:
What am I doing wrong? How can I see all related cases when viewing the QA Report record?
Thanks,
Gabe
Thanks!
Thanks again for pointing me in the right direction.