Formerly, a detail was added to our Case section using the main Change object instead of a new custom object specifically designed to be a detail that shows the connection between a Case record and Change record. This legacy Change detail has been used a lot over the past few years to create new Change records, so you can see which Change record was created by the detail if you look at the individual Case record where the Change detail was used. The problem is I don't know if I can export all the Change records and be able to see which Case they are associated with. I want to set up a proper detail after I create a new custom "Change in Case" object that has lookup columns for each object. I would like to be able to import data to this new object from the old detail. Does anyone know how I can export data to show which changes were created from which cases? (I can't simply create a lookup for the detail's object, because again, the detail uses the main Change object....)
typo....*legacy*
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Hello,
The Detail column in the settings is set to Id that may not be correct in your case.
Try to change the Detail column value from "Id" to "CaseId" . That should help.
Let me know the resuts.
Regards,
Dean
Dean Parrett,
It does not look like that will work. CaseId is not a column on the Changes object.
I recognize this detail was set up wrong, I am not looking to fix it, I just want to know with the existing settings, is it possible to know which Change records were added on which Case record page?
Dear Mitch,
It seems like Changes object is not connected to the Case object. The Detail column field doesn't have Case in the drop down list since the Changes object doesn't have the column based on Case object. Most likely the same happens to Case object, it doesn't have any lookup field based Changes object. I might be wrong if the fields just have different titles. Try to look through the lookup field of both objects and see if there are any lookups based on Cases and Changes objects. If they do exist, you can try to build filter in the section to see if the case records that have some existing records in Changes.
Regards,
Dean
Dean Parrett,
Thanks Dean. I did find that there is a lookup column for Cases on the Changes object, however the column is blank for all records because the objects are not connected. I think I'm out of luck.