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Hi,
I am still new to CRM and I really hope someone can help me and I can go forward with my work.
When i create a Ticket out of an Company I want 3 fields to be filled automatic in the Ticket form.
I tried it via the relationship assignment, but I can’t add any assignment.
Now I guess I have to try it with a java script, but I simply don’t know how even when I’m looking for tutorials.
Ticket:
I want to fill the yellow marked once automatic.
Company:
The information should be taken like this:
Company form -> Ticket form
Lizenznutzung -> Lizenznummer
Wartungsvertrag -> Wartungsvertrag
Wartungsvertragstyp -> Wartungsvertragstyp
Additional information I can provide u:
Company form field names:
Display name -> Name
Lizenznutzung -> pz_lizenznutzungid
Wartungsvertrag -> pz_wartungsvertrag
Wartungsvertragstyp -> pz_wartungsvertragstyp
Ticket field names:
Display name -> Name
Lizenznummer -> pz_lizenznummer
Wartungsvertrag -> pz_wartungsvertrag
Wartungsvertragstyp -> pz_wartungsvertragstyp
Lizenznummer is connected to Company and Wartungsvertrag,Wartungsvertragstyp is connected to Lizenznummer
I am happy to hear from you!
- Julian
From what I understand (after doing a German to English) translation -
You want to copy the License terms, Contract details and Contract Type fields from the Company entity to Ticket entity when a ticket is created.
(Note - It will help if the Contract Type is an Global Option set)
There are 2 options -
Option-1
you can do mapping of the fields.
Create the same fields in Ticket entity and map them with the 1:N relationship between Company and Ticket. So when a ticket is created for a Company the mapped fields data is carried over.
If the above does not work than
Option-2
Write a workflow that triggers when a Ticket is created and it has a Company info.
The workflow copies the fields info from Company to Ticket.
That should do it.
Hope this helps.
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