Setting Highest Parent Account in Case

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Posted on by Emann913

Hello,

We have Case entity with customerid = account. A case is created and customerid is set. We want an additional lookup field (parentaccountfield) where the parent of the customerid (account) is automatically populated, the trick is we want the highest parent in the tree. So that if an account is the grandchild, then (parentaccountfield) would be the grandfather account, not the father account.

thank you,

Eric

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Emann913 10 on at

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RE: Setting Highest Parent Account in Case

Thank you Mark. Your suggestion worked.
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TheMarkChristie 10,328 on at

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RE: Setting Highest Parent Account in Case

Hi Eric

There are 2 ways to do this

1) Have a developer write code that goes away and looks at the parental account chart and bring it back

2) Create a field on the account that stores the highest account, This means when you create a child it will pull from the parent and keep doing so every time you link an account in this way, You would then have a workflow that onsave would pull the account name (for the highest) from the account form to the case