How to populate realated Location field as per the selected account on case form?

aakankshapl
Tera Expert

Hello,
On the csm case form there are 2 fields named as account (customer_account) and location (cmn_location) both fields are reference fields. So basically want to populate the location which is related to that account. Please help me into that..

aakankshapl_0-1710497723572.png

aakankshapl_1-1710497768327.png

 

 

9 REPLIES 9

Dhananjay Pawar
Kilo Sage

Hi,

You can dot walk the location of account.

 

Could you please elaborate when do you want to populate the location on form.

 

Thanks.

I want to populate location when I select the record in account field.

 

AndersBGS
Tera Patron
Tera Patron

Hi @aakankshapl ,

 

Is there any reference from the customer_account to the cmn_location? Or is  the location on the customer_account only string fields?

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Their is base table called company table,  records in the company table also exist in customer_account table who has class account in company table. The same company field exist in the cmn_location table