Autopopulating a field when a Case is created

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I’m new to CRM and am trying to get a field in our Case entity to autopopulate with data from the Account entity. When we create a new Case, we have a custom field called Account Executive that we need to populate with the value in the Owner field from the Account entity. Since the Case is assigned to an Account, I imagine this should be straightforward, but I haven't found a way yet.

Thanks

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Royal King 27,686 on at

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Create a workflow and add a step to assign case to account records Executive.This should be very simple workflow.

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Mamatha Swamy 5,426 on at

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Create a synchronous workflow to run on Create of Case and then use "Update" step to assign the Account's owner field to the "Account Executive" field on case.

Refer blog below for a sample on creating synchronous workflow

blog.clickdimensions.com/.../using-real-time-synchronous-workflows-in-dynamics-crm-2013.html

Refer Workflow2 in this blog for a sample on using update step

www.powerobjects.com/.../microsoft-dynamics-crm-workflow-for-copying-addresses

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VMarques 200 on at

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Hello Michael,

You could also do Relationship Mapping on your "Account Executive" field which will not required a workflow.

Here is a link to help to get a better understanding on Relationship Mapping.

www.powerobjects.com/.../microsoft-dynamics-crm-relationship-mappings-help-keep-customer-and-bill-to-customer-consistent

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Aileen Gusni 44,524 on at

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Michael,

If your way created the Case is from Account -> Then add new Case then it should be achieved using relationship mapping between Account and Case like what VMarques did mention.

if not, then you can use the workflow like suggested by Chitra and Mamatha.

Hope this helps.

Thanks.

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Community Member on at

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Two great methods have been proposed - use field mapping (but this only works if a user creates a Case from inside the Account record), or use a workflow (but his could frustrate users that they cannot see the information when they do create Cases from the right place).

I would always suggest to do both here, to get the best possible experience.

Also, in your workflow, I would suggest the first step should check if the Account Executive field is already filled in, then Stop and do nothing so you don't overwrite it again (because this would also change the "modified on" and "modified by" fields).

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vinod shivoor 1,225 on at

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Hi Michael,

This is possible using the Odata Query, create a new HTML web resource,

follow the link. jqueryui.com/autocomplete

in the source code instead of the "source: availableTags"

you have to provide the array containing the account names, this can be done by Odat query.

var retrieveRecordsReq = new XMLHttpRequest();

var ODataPath ="0.0.0.0/.../LeadSet$filter=CompanyName ne null and FullName ne null";

retrieveRecordsReq.open('GET', ODataPath, false);

retrieveRecordsReq.setRequestHeader("Accept", "application/json");

retrieveRecordsReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");

retrieveRecordsReq.send(null);

var records = JSON.parse(retrieveRecordsReq.responseText).d;

change the code according to requirement.

please mark as verified if this helped you.

Regards,

Vinod

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