customize or replace Assign to User or Team option set

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Posted on by urklnme

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We do not ever assign a case to a user so my users have to change the Assign to a User or team option from user to team every time.

Apparently, system option sets cannot be changed. Is this true?

Anyone know if one might create an alternate Assign button on the Ribbon? any tips in that regard would be welcome .

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Unfortunately, that dialog is not customizable. Here is what you might do:

1. Develop a JavaScript that will open the "team" lookup selector using Xrm.Utility.lookupObjects and using received team id perform the assignment of the record passed as a parameter to your script.

2. Hide OOB Assign button and add your own using Ribbon Workbench or using new OOB maker experience.

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urklnme 439 on at

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Ok. created new ribbon button that calls a js web resource. the lookup displays and works as it should returning the (Team) id, name etc.

When I try to update the ownerid of the Case table with:

formContext.getAttribute("ownerid").setValue(success[0].id);

it does not set the owernid. after js is complete owner id has been blanked out.

success[0].id was returned as a GUID as expected

Thoughts? advice?

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urklnme 439 on at

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formContext.getAttribute("ownerid").setValue([{ entityType: "team", id: success[0].id, name: success[0].name }]);

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a33ik 84,331 Most Valuable Professional on at

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Hello,

If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

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urklnme 439 on at

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working function

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