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Mapped Project field not updating in Time Entry from Related Case entity

Posted on by 3
Hi all, I have an issue where I have 2 lookup fields, one in Cases, one in Time Entries. I populate the project name in Cases and then via a subgrid I want to add a new time entry. There it should automatically prefill the project name from Cases.
I have this working on the Sandbox environment without any issue, however when adding the exact same setup in production it doesn't work. Other fields I have mapped (internal/external comments for example) are showing up nicely, but Project and Project Task are not.
I have double checked each and every setting, configuration and what not, but I just cannot find the reason why this happening. I might be missing something, but not sure what. Any help would be very much appreciated
  • Mapped Project field not updating in Time Entry from Related Case entity
    Hi Leah,
     
    Thanks for your reply, but I have already done this. Still the field values are not showing up. Any other ideas?
     
    Thanks,
    Thabor
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Mapped Project field not updating in Time Entry from Related Case entity
    Hi Partner,
    You should check mappings of this project lookup fields between case and time entry entities.
    Go to Settings > Customizations > Customize the system.
    Expand entities, Case > 1:N relationship:
    Find and edit relationship with time entry:
    Make sure that projects fields in these two entities has one mapping,if it doesn't it will need to be created for it.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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