Auto update status when a case is assigned

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Posted on by Community Member Microsoft Employee

Hi everyone,

I have a field where I can select multiple items such as; Enquiry, Applicant etc. I would like to have it so when a case is assigned to a contact the field automatically adds "Applicant" to the list of selected options. I have tried to do this with Flow to no avail and then I tried workflow but for some reason when I tell my workflow to update the contact form I cannot see my custom field in there. Even though the default solution contains the field.

Is there a different way to achieve what I am trying to do?

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Community Member Microsoft Employee on at

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RE: Auto update status when a case is assigned

Hi Goutam,

Thanks for this! I will take a look later today and get back to you if it works :)

Regards,

Matt
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gdas 50,085 on at

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RE: Auto update status when a case is assigned

Hi Matt,

I am not sure about MS flow but in the OOB workflow this is a limitation of multi-select workflow . Possible way to go for plugin in this case.

www.itaintboring.com/.../dynamics-365-v9-multi-select-option-set

www.inogic.com/.../multi-select-option-set-field-in-dynamics-365-v9-0