Unable to access a relationship link in accounts in the case entity

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  • murugappan
    Active Community Member
    • Aug 2017
    • 474

    Unable to access a relationship link in accounts in the case entity

    I have a unique problem. In the Account entity i have a relationship link to Account labelled "Parent Account". In the case entity, i have field "Reporting Account" which is link to Account entity. I am trying to create a field called "Parent Account Name" which should get the Name field from the "Parent Account" for the "Reporting Account". I could not do this as the "Parent Account" field is not available.

    Please help
  • dreginald
    Senior Member
    • Sep 2018
    • 103

    #2
    The newly created relationship between Account and case can be mapped by writing a formula in case account1Id=accountId

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    • murugappan
      Active Community Member
      • Aug 2017
      • 474

      #3
      dreginald hi. Thank you for responding. Unfortunately that is not we want. We need to get the Parent Account-Name field which is located in the account entity defined in the Reporting Account field in the Case entity. I will post an access diagram later to make things more clearer.

      Comment


      • dreginald
        dreginald commented
        Editing a comment
        Please. If an additional relationship between Account and case created with Link Multiple Field ticked, you should be able to map the Account Name
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