Parent Subject displayed in a field

(0) Share

Report

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

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

LeoAlt 16,331 Moderator on at

Like (1)

Report

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

Was this reply helpful? Yes No
LeoAlt 16,331 Moderator on at

Like (0)

Report

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

Was this reply helpful? Yes No