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Customer experience | Sales, Customer Insights,...
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Link type of case to escalation level in a case

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In a case we have the Type of case field. We link this field to the Escalation Level field.

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We made an extension for the Type of case field on the case (because an option set did not meet our requirements). Now we want that for example Type of case A only Escalation levels A and B are available. How can we do this?

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  • Suggested answer
    sdfasdf Profile Picture
    840 on at
    RE: Link type of case to escalation level in a case

    If you're using lookup fields, you might want to consider filtered lookups: docs.microsoft.com/.../special-field-properties-legacy

    You can also achieve this with custom JavaScript code using the addCustomView method: docs.microsoft.com/.../addcustomview

    If you're using OptionSet fields, you'll have to work with JavaScript to remove/add options dynamically: docs.microsoft.com/.../removeoption

    I hope this helps.

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