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Dependency btw Product and Customer fields in Case

Posted on by 365

Hi guys,

Why "Product" filed on incident is cleared after updating the "Customer" field? There is a good reason for that?

It occurs on my development instance, on a new clean instance OnPrem and also on an Online Trial org. So, I wonder if it's a bug or a MS wanted behavior? I do not remember something like this in previous versions of CRM.

CRM Version: 8.2.2.112

Thanks

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  • Verified answer
    Moshe Hayun Profile Picture
    Moshe Hayun 365 on at
    RE: Dependency btw Product and Customer fields in Case

    Yeah maybe. So it means that at any change on Customer field, Product is cleared. Even in readonly state. And it means that the user must re-enter same value (hope he'll remember :) ) on Product field - except if we catch it with some JS and put initial data on the field. So sad...

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Dependency btw Product and Customer fields in Case

    I guess this is due to internal business operation might be reset some rules which depends on product and customer both.

  • Moshe Hayun Profile Picture
    Moshe Hayun 365 on at
    RE: Dependency btw Product and Customer fields in Case

    Hi Goutam,

    I have not seen any documentation on this too. But after looking on MS WebResource "Incident_main_system_library.js", I found that:

    Mscrm.IncidentMainSystemLibraryWebResource.customerid_onchange = function() {
        Mscrm.IncidentMainSystemLibraryWebResource.clearLookup("contractid");
        Mscrm.IncidentMainSystemLibraryWebResource.clearLookup("primarycontactid");
        Mscrm.IncidentMainSystemLibraryWebResource.clearLookup("contractdetailid");
        Mscrm.IncidentMainSystemLibraryWebResource.clearLookup("entitlementid");
        Mscrm.IncidentMainSystemLibraryWebResource.clearLookup("productid");
        var $v_0 = Xrm.Page.getAttribute("contractdetailid");
        !Mscrm.InternalUtilities.JSTypes.isNull($v_0) && $v_0.setRequiredLevel("none");
        Mscrm.InternalUtilities.Utilities.isTurboForm() && Mscrm.IncidentMainSystemLibraryWebResource.setRelatedCaseAdditionalParameters()
    };


    I wonder why this rule exists? What's the BL behind?

  • gdas Profile Picture
    gdas 50,085 on at
    RE: Dependency btw Product and Customer fields in Case

    Hi Moshe Hayun ,

    I have not seen any documentation on this  , but I guess this is by design although there is no relation between products and customer lookup in the case form.

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