Contact Role to Case Form

(0) Share

Report

Posted on by sandeepc

5,494

As shown in pic in above

When we click an Primary contact in main case form page it gives us the details of primary contact and contact phone and contact email. so similarly

we Need an Contact role which shows (refer below pic) as shown in Contact page ->role

how can we achieve this

*This post is locked for comments

I have the same question (0)

All responses (11)

Answers (5)

Verified answer

MNarmeen 1,848 on at

Like (1)

Report

RE: Contact Role to Case Form

for using the same role field you have to make a globaloptionset

Was this reply helpful? Yes No
sandeepc 5,494 on at

Like (0)

Report

RE: Contact Role to Case Form

how can i add same role field which is in contact page into the case form page

Was this reply helpful? Yes No
sandeepc 5,494 on at

Like (0)

Report

RE: Contact Role to Case Form

i did

Was this reply helpful? Yes No
Verified answer

Gopalan Bhuvanesh 11,401 on at

Like (1)

Report

RE: Contact Role to Case Form

Hi

You need to update the code as well.

Was this reply helpful? Yes No
Verified answer

Gopalan Bhuvanesh 11,401 on at

Like (1)

Report

RE: Contact Role to Case Form

This is not using global OptionSet.

I can see that you have added custom options to this optionset in Contact.

If you want to display only the label text then you can use single line of text.

Otherwise, whenever we change (example adding a new option or changing the label of an existing option) the optionset in contact you need to update the field in Case as well.

Was this reply helpful? Yes No
sandeepc 5,494 on at

Like (0)

Report

RE: Contact Role to Case Form

i added the optionset for role but still not showing

Was this reply helpful? Yes No
sandeepc 5,494 on at

Like (0)

Report

RE: Contact Role to Case Form

accountrolecode

Was this reply helpful? Yes No
Verified answer

Gopalan Bhuvanesh 11,401 on at

Like (1)

Report

RE: Contact Role to Case Form

Do you know the schema/logical name of the Role field used in Contact?

For consistency use the same data type as in contact.

(Did you consider using Quick View form?)

Was this reply helpful? Yes No
sandeepc 5,494 on at

Like (0)

Report

RE: Contact Role to Case Form

Role i added Single line of text in case form will it show??

Was this reply helpful? Yes No
Verified answer

Gopalan Bhuvanesh 11,401 on at

Like (1)

Report

RE: Contact Role to Case Form

Hi

You could do this (displaying the fields of contact) using a Quick View form for Contact in the Case form.

Since you have the code already you can also do the following:

You need to add the role field (optionset) in Case.

If Role is not OOB field accountrolecode, and if it uses a Global Optionset then use the same Global optionset for the above new field added to Case.

If role is OOB accountrolecode then you would have to create all the options for the new Role field in Case.

In your script get the Contact Role value and set the value of this field.

Please refer the following to get the optionset value and set optionset.

mehmetgunen.com/get-set-value-of-a-crm-option-set-value-field-using-javascript

Was this reply helpful? Yes No

Community site session details

Contact Role to Case Form

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Andrés Arias – Community Spotlight

Congratulations to the August Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates

Community site session details

Contact Role to Case Form

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Andrés Arias – Community Spotlight

Congratulations to the August Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates