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Microsoft Dynamics CRM (Archived)

Autopopulate "Worked by" field to Case

Posted on by 550

Hi,

I need to get the value of WorkedBy field in Queue Items and autopopulate to a text field in Case Entity . Is it possible to do a background workflow for this? 

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  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on at
    RE: Autopopulate "Worked by" field to Case

    Thanks :)

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Autopopulate "Worked by" field to Case

    Hi,

     When somebody takes an item from the queue, worked by is supposed to become populated.

     Actually, that probably means you do need that update trigger I mentioned as "just in case"

  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on at
    RE: Autopopulate "Worked by" field to Case

    Hi Shlega,

    But I have found that none of the worked By field in any of the Queue is filled . How does the field worked By work ?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Autopopulate "Worked by" field to Case

    Hi,

     Create a workflow on the "Create" of the queue item entity (might also add a trigger on the update of worked by just in case), and, then, use "update record" step to update the case.. (then put "worked by" into the case field.. just like you would do with any other update record step)

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