I have what I think is a very simple request, but I'm struggling with it. I have a custom field on the Case object called Account ID, which is a text field. I also have a field called Primary Account, which is a lookup field. I have a Google form integration that creates a Case when a form is submitted and populates the Account ID with the 15-character Account ID, input by the form submitter. I want to create a trigger to take that value and populate the Primary Account lookup field with the Account associated with the ID. Can anyone point me to code that can accomplish this? Thanks,
1 Answer
This is a simple trigger. You may need to adjust my code below to make it work. The Trigger.new Context Variable makes this super easy!
trigger populateaccountlookup on Case (before insert) {
for (Case i : Trigger.new) {
i.primary_account__c = i.account_id__c;
}
}
Process Builder
first.