Seperating Cases By Type

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Posted on by Sam Wettig

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Hi All,

I am fairly new to CRM and am stumbling my way through it but have hit a bit of a brick wall. Currently our organisation uses cases for our support tickets and for customer orders via a queue with no true way to split the tickets. So my thoughts were to create a custom attribute inside the case called "new_type" which would be a pick list containing the 2 options. The next thing we need is some sub types which I can create the same way (new_subtype).

I have an issue though, is it possible to have entry's in a pick list attribute only activate when a certain option is selected in another attribute?

In other words can we make it so if we select "support" from "new_type" then only certain options will display in "new_subtype).

Hope this makes sense and look forward to any feedback :)

Sam-

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Grzegorz Kalek 4,210 on at

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Hi Sam,
you should look for dynamic picklists, check this example.

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Microsoft has published a tool very useful for many common requirements, which names Microsoft Dynamics CRM Demonstration Tools. It offers the interface to generate the codes and what you need to do is only copy the code to the right place.

Enjoy it!

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Sam Wettig 170 on at

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Hi Grzegorz,

This worked perfectly! Thank you so much.

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