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Narsimha RaoNarsimha Rao 

Storing the related list records(of contact) info in a field on case object

Hello Forum:

I have a custom object "Sales Tax Report" which has a lookup field(can be changed to Master-detail if required) to Contacts. I have the lookup field on Case to Contacts. After I select a contact on the case record and save it,  I want a Text area field on Case object which lists the Names or Ids of all Sales Tax Report records related to the respective contact. 

I was explaing this to one of my collegues and he suggested me that it can be acheived by an utility class. I'm not sure if that is the correct way or not but any help woud be helpful. 
Hargobind_SinghHargobind_Singh

Hi, 
 

Salesforce has a feature to include reports on page-layouts. You should check that out and see if that suits what you are trying to do. Though these reports are directly linked to your object, and in your case you have lookup (contact) that has the report. But do check feasibility. here is some information to get you started: 

http://training.handsonconnect.org/m/customizing/l/145915-adding-charts-to-page-layouts
https://help.salesforce.com/HTViewHelpDoc?id=reports_embed_pagelayout.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_embed_pagelayout.htm&language=en_US)

 

Narsimha RaoNarsimha Rao


Hello Hargobind,

Thanks for the reply.
But I need the list in a Text Area field because I have an email template in which that field in embeded. The requirement is to send an email to the contact on the case with the list related "Sales Tax Report" record's Names in it.