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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Workflow to change own...

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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Posted on by NancyPaul

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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.

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kunihih Microsoft Employee on at

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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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