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Service | Customer Service, Contact Center, Fie...
Answered

How to call one form from another form in Customer Service Workspace

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Posted on by 410

I have already successfully called a Case entity form on Phone-call entity form in Customer Service Hub using Form-component control on the RegardingObjectId field.

If I try the same in Customer Service Workspace App, then it opens only the Case form and NOT the phone-call form contents.

Kindly comment if anyone else is also facing similar issue or any workaround for this issue in Customer Service Workspace App.

Thanks in advance,

Ajay

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Ajay,

    The 'Form-component control' you mentioned above is it:

    Edit table records directly from another table’s main form - Power Apps | Microsoft Docs

    pastedimage1639126848688v1.png

    It can show in the Customer Service Workspace in my environment:

    pastedimage1639126897244v2.png

    If I misunderstood the question please elaborate the same further, can you provide relevant screenshots if possible.

  • Suggested answer
    Ajay Ubbott Profile Picture
    410 on at

    Thank you for your hint, Leah,

    It worked.

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