We are using the Case Console as our ticketing system. I have created a custom object that allows us to track the amount of time we have worked on a particular case. I know there are other ways to do this in Salesforce but for how our company works and bills time, we needed a custom object.
I have created a Master-Detail connection between my custom object and cases, and everything is working great. I haven't done much with custom objects so I am clearly missing something, but it feels like what I'm trying to do next should be so much easier than it is.
My ultimate goal is to display a picklist on my custom object that matches the picklist for Case Status, and has the current Case Status as the default selection.
In working my way up to that I was trying to simply use a formula field or text field to show the current status of the case, but I can't seem to figure out how to make this work.
My formula field is set to
but I later learned that a formula field won't show when you're editing (or in my case, creating) a record. So that won't work.
For every single other field type I have tried, the formula doesn't allow me to do any sort of lookup against the case. I thought by having a Master-Detail relationship between case and my custom object, I could. But nothing shows up other than all of the system-wide $variables.
What do I have to do to retrieve the current case status and show it on my custom object while a new record is being created? I feel like once I figure that out I'll be able to make it work with a picklist but I'll go ahead and reiterate that my ultimate goal is to have it display a picklist of statuses, and auto-select what the current status is.