Parent Subject displayed in a field

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Posted on by David Hodgson

I have created a list of subjects for cases, broken down into a Parent Subject and Child Subjects.

I would like to know if there is any way to display the Parent subject on the case and in reports, could be a read only field on the case form that automatically populates from the selected child subject?

Thanks

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LeoAlt 16,341 Moderator on at

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Hi partner,

You could use D365 workflow to do this.

1.Create a new lookup field related to Subject named "Parent Subject".

2.Create a new workflow, I don't know your trigger condition so I set it as on-demand workflow.

3.Add an update action, update the case entity, and set the parent subject value to "parent subject" field.

Best Regards,

Leo
LeoAlt 16,341 Moderator on at

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Hi partner，

If my answer helped you, please mark my answer as verified so that we could help other users with similar issues.

Regards,

Leo