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Customer experience | Sales, Customer Insights,...
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Workflow to change ownserhip of incident on selection of resource on sercive activity

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HI,

I'm working on CRM 2013.

There is a requirement like, whenever resource is selected on service activity, I want to change the ownsership of related case to the same resource/user.

I tried to acheive this using real time workflow, but there is no possibilie to change ownsership based on resource selection.

Any idea how to do it? Thanks in advance.

  • Suggested answer
    kunihih Profile Picture
    on at
    RE: Workflow to change ownserhip of incident on selection of resource on sercive activity

    You can register a javascript function to the onchange event for the field that will change the ownership for related cases.

    The following page describes how one can register javascript function to the various form events including the OnChange event for a field.

    docs.microsoft.com/.../configure-event-handlers-legacy

    The following page has examples for how one can update related records via javascript.

    www.aayushsingh.in/.../how-to-update-related-entity-records-in.html

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