I am trying to figure out the best way to update a custom field on the parent level case everytime an Action Item (child case) is created with the Action Item's (child case) Contact Name. I tried to use Process Builder to do this, but to no avail. Any thoughts? Would a trigger do this? If so, what would it look like?
I am trying to figure out the best way to update a custom field on the parent level case everytime an Action Item (child case) is created with the Action Item's (child case) Contact Name. I tried to use Process Builder to do this, but to no avail. Any thoughts? Would a trigger do this? If so, what would it look like?
