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Add Customer Account Number dynamically to case

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Posted on by LMata

I need to have the Account number field dynamically added to the account number field based upon the customer I add on the new case form. How can this be done?

Thanks Lynne

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Community Member on at

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Are you asking to have an account number field - on the case entity - added to the case record when you add an account to the case?

You could do a real time workflow - on create of case or on update of Customer (or if you have an account lookup) - then check if Customer (account) - Account contains data (this avoids if its a contact). Set the value of the account number to the case.

Field mapping is an option as well, via the 1 to many relationship.

If Im way off with what the ask is, please put some screenshots in and Ill take another look.
LMata 64 on at

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Yes, you understand what I am needing. I tried mapping and cannot get it to work, but will look to create a workflow instead.

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Brandon Sambat Microsoft Employee on at

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I second the use of the Field Mapping. You can find the documentation here. docs.microsoft.com/.../map-entity-fields
onurizgi 360 on at

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Hi LMata,

If you want to add just for viewing (You cannot report), you can create a quick view screen. If you want to report this number in case entity, you have to create a workflow. You can follow hot to create it below;

1 . Create Workflow

2. Create Rule

3. Update Record

4. Please select "Record Fields Change"

Thats Ok. When you creating a case or updating the customer in the case, the customer number will be updated in the Case record.

Hope it helps :)

Regards.