Hello,
I am trying to create an Action button in the Accounts module that when clicked, it creates a case for the Account that it is clicked for. I have everything working except the Account Name. It will not auto fill no matter what I try.
I don't know what I am doing wrong, but I am starting to get very flustered! Any advice you guys have is greatly appreciated!!
Hi Nicole McGath ,
Since you are creating the case from the account record, you shouldn't need to set the 'Account Name' field explicitly. Instead, check the 'Create Relationship to Parent' box and select 'cases' as the relationship:
With that option selected, the account should populate automatically whether you are manually or auto creating the case record.
Chris
