Auto-populate call to field on phone call activity from Case

(0) Share

Report

Posted on by Community Member

Hi there,

When adding a phone call activity from a case record, I need the 'call to' field to be auto-populated with the consumer associated with that case. I tried making a workflow that is triggered when a phone call is created and populated the call to field with the consumer regarding the case. I then tried mapping the consumer field to the call to field. Both options did not work.

Can anybody help me as I am out of ideas. Do I need to write script or a plugin to achieve this?

Thank you

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hello,

I believe script is a good solution for you.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Can the script interact with the OOB Activity/Notes quick create shortcut on a custom case entity?

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hi,

What kind of interaction do you want to get? If you want to populate field in Social Pane - unfortunately that's not possible...

Was this reply helpful? Yes No