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Customer experience | Sales, Customer Insights,...
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Having some issues while designing a solution

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Posted on by 20

I have a parent form of type (Customer) but need a way to map a call session to a list of call attempts (see diagram below)

pastedimage1595435262134v1.png

I was looking into creating two entities (Call Session) and (Calls) where Call Session and Calls have a many to many relationship. This seems like a logical approach from a data perspective as it allows me to report call sessions further down the line. 

If I use a subgrid on the customer form where the main entity used is call session, how do I then allow a user to create individual calls for that session using a quick create form? The main aim im trying to achieve here is avoid the caller leaving the customer form at any time as they will have to update fields on the main customer form while they work. 

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  • sdfasdf Profile Picture
    840 on at
    RE: Having some issues while designing a solution

    Hello,

    One approach I can think of would be for you to customize your Call Sessions subgrid on the Customer entity form by adding a custom button "New Call". Once clicked, this custom button can trigger a JavaScript function that will create a Call Session record, open the Call entity's quick create form, and automatically associate it with the Call Session record and the Customer record.

    Although this approach might work for your scenario, it will require some development efforts to put together the required JavaScript code.

    I hope this helps!

  • Community Member Profile Picture
    on at
    RE: Having some issues while designing a solution

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  • Anthony Dsouza Profile Picture
    7 on at
    Having some issues while designing a solution
    Hi @Michael Kyle,
    I would recommend use as much as OOTB capabilities, you can follow the below steps
     
    • Create Call Session entity, add fields (start/end, status, rollup total attempts, lookup to Customer).
    • Create Call entity or use built-in Phone Call activity. Add lookup to Call Session.
    • Configure 1:N relationships: Customer→Call Session, Call Session→Calls.
    • Add subgrids:
      • Customer form → Call Sessions.
      • Call Session form → Calls.
    • Create Quick Create forms for Call and Call Session (minimal fields). Note: Enable Quick Create on entity.
    • Add business rules / Power Automate flows: set Session Start on first call, set Session End on successful call, recalculate rollup if needed.
    • Grant Create/Read access for new entities and share app/views.

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