I have two entities - Case and Sales Order (custom)
We do a lookup from Sales Order to Case, and also from Case to same Sales Order
It seems redundant and inefficient to do this twice - I'm thinking there has to be a better way
ie:
- if user looks up a Case from the Sales Order, then the Case would update it's link to the Sales Order after the Sales Order is updated with a link to the Case
- and vice-versa
- if user looks up a Sales Order from the Case, then the Sales Order would update it's link to the Case after the Case is updated with a link to the Sales Order
I would assume that once I have done a lookup from either the Case or Sales Order, I already have created the link in the related record but I haven't found a way to make it display in the second record, short of doing this same lookup from the reverse direction.
Anyone have ideas on a more efficient way to accomplish this?
Thank you.