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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update field value fro...
Microsoft Dynamics CRM (Archived)

Update field value from Account to Case

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Posted on by Community Member Microsoft Employee

Hi experts,

In the account record I have a field with the following properties:

Name: new_alert

Display Name: Alert

Type: Multiple Lines of Text (2000) 

Screen-Shot-2018_2D00_04_2D00_10-at-4.24.51-PM.png

In the case record, I have created the same type of field.

Now, whenever this field in the account record changes, I wanted the changes to reflected in the same field in the case record.

I am trying to do this through a workflow, however when I choose the update record option, it does not show "case". I also added relationship mapping in the oob 1:N relationship between account and contact. 

How can I accomplish this?

Thanks,

Jon

*This post is locked for comments

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Update field value from Account to Case

    Hi Jon,

    Use Quick view form if its only display purpose as suggested by Arpit and Alex , which will reduce your  effort.

    If you are using same field in case entity for another purpose lets say view or any other,  I  would recommend to use plugin to update  account related  case record.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update field value from Account to Case

    Hi Arpit,

    That works PERFECTLY!

    Thanks so much!!

    Jon

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Update field value from Account to Case

    Hi Jon,

    what do you want to do with this alert field?

    1. If this is for display purpose.

    - use quick view form.

    2. if you need to do something with this field

    - create a plugin / custom workflow.

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Update field value from Account to Case

    Hi Jon,

    Microsoft CRM has provided us provision of Quick View Form in order to achieve such type of requirements. By doing this, we can avoid keeping a separate field on child entity and map/update the parent data by writing the plugin/javascript code.

    Refer:

    https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2017/09/14/how-to-add-a-quick-view-form-in-microsoft-dynamics-365

    https://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013/

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

     

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