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Display Case Resolution Table Fields onto Cases Table form after resolving Case

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Posted on by CCDEV

Hello Members,

I need your inputs in display Case Resolution Table Fields onto Cases Table form after resolving Case:

1) I have customized the dialog box to be displayed in Case table form for Resolve Case button

2) Now want to display Case Resolution table selected columns on to Resolved Case form

3) I can see 1:N and N:N relationships were already setup between Cases and Case Resolution tables.

Now am struck how to display, your advice is much appreciated.

Cheers

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CCDEV 36 on at

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RE: Display Case Resolution Table Fields onto Cases Table form after resolving Case

Hi Leah,

I have tired this approach: There is an OOB 1：N relationship, between case and case resolution tables, case resolution is child for the case, one case can have many related case resolutions.

But have 1 more issue now, once case is resolved i want run an report case and case resolution tables fields to explore to customer
Leah Ju Microsoft Employee on at

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RE: Display Case Resolution Table Fields onto Cases Table form after resolving Case

Hi,

Have any updates?

If you have any questions, please feel free to contact me!
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Leah Ju Microsoft Employee on at

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RE: Display Case Resolution Table Fields onto Cases Table form after resolving Case

Hi Partner,

If so, you can create custom fields in the case table, then you can use power automate to populate them with value from case resolution table automatically.

Please refer to the following steps:

1.Create fields in case table and add them to case form.

--using same type and format to create custom fields.

2.Go to power automate to create one automated flow:

3.Trigger:

4.Update a row

--Select case table, and populate case id with value from last step.

--click 'show advanced options' to find fields you just created, then select correct value from last step:

5.Test:
CCDEV 36 on at

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RE: Display Case Resolution Table Fields onto Cases Table form after resolving Case

Hello Leah,

Yes, i have tired this approach and after demo to our end clients want to see below listed Case Resolution table fields in section as fields instead of subgrid list on Case Table -> Main Form

1) Resolution Type

2) Resolution

3) Resolution Date

4) Billing Time

Is there any approach to bring above listed Case Resolution table fields into Case Table -> Main Form?

Cheers,

CCDev
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Leah Ju Microsoft Employee on at

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RE: Display Case Resolution Table Fields onto Cases Table form after resolving Case

Hi Partner,

There is an OOB 1:N relationship, between case and case resolution tables, case resolution is child for the case, one case can have many related case resolutions.

If you want to view columns of case resolution tables on the case form, you need use sub-grid to achieve it:

1) Add su-bgrid component on the case form:

2)Edit the default view to add columns you need:

3)Save and Publish all customization.

4)Test: