I have two lookup fields on the Cases object. One field is a lookup field to Contacts and the other is a lookup field to Policy_c which is a child object of Contacts.
What I want to do is once a user types a Policy No. in the Policy_No_c Lookup field and click on the search icon next to the Contacts lookup field, I only want Contacts who have the Policy No as a related list item in the Contact record to appear.
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?
