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Microsoft Dynamics CRM (Archived)

Different templates for different case subjects

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Posted on by 790

dear all

i need to have different case template for different subjects, is this possible via configuration or it needs coding.

thanks,

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  • Ahmad Saud Profile Picture
    790 on at
    RE: Different templates for different case subjects

    thanks, but for option#1, is there any way easier than business rules especially that i have many templates and a lot of fields to show and hide?

  • Verified answer
    David Jennaway Profile Picture
    14,065 on at
    RE: Different templates for different case subjects

    Do you want:

    1. Different forms for data input
    2. Different template documents 
    3. Something else

    For number 1, you could use business rules to hide or show fields, or change the requirement level, or you could use separate forms, with some client script to change the form.

    For number 2, you could use logic in a workflow to choose the template

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