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When adding a phone call activity from a case record, I need the 'call to' field to be auto-populated with the consumer associated with that case. I tried making a workflow that is triggered when a phone call is created and populated the call to field with the consumer regarding the case. I then tried mapping the consumer field to the call to field. Both options did not work.
Can anybody help me as I am out of ideas. Do I need to write script or a plugin to achieve this?
I believe script is a good solution for you.
Can the script interact with the OOB Activity/Notes quick create shortcut on a custom case entity?
What kind of interaction do you want to get? If you want to populate field in Social Pane - unfortunately that's not possible...
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