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

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Posted on by Ajay Ubbott

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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

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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

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

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

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Ajay Ubbott 410 on at

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Thank you for your hint, Leah,

It worked.

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