Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

customize or replace Assign to User or Team option set

Posted on by 437

 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 .

  • urklnme Profile Picture
    urklnme 437 on at
    RE: customize or replace Assign to User or Team option set

    5852.onChangeTeam.PNG

    working function 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: customize or replace Assign to User or Team option set

    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?"

  • urklnme Profile Picture
    urklnme 437 on at
    RE: customize or replace Assign to User or Team option set

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

  • urklnme Profile Picture
    urklnme 437 on at
    RE: customize or replace Assign to User or Team option set

    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?onChangeTeam.PNG

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: customize or replace Assign to User or Team option set

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans