can anyone help me in getting the case record registered against a contact or customer.
i need to know relationship between case and contact , what will be the best approach to achieve this.
*This post is locked for comments
There is a contact field in the case entity. Once you set that field, you should be able to see the list of cases in the Contact record.
In the contact record, click on the arrow next to the Contact name, and select cases. This will list the cases that are related to the Contact. If you need you can add that as a subgrid to the Contact form.
If you need to set the contact programmatically, you will need to specify the value of the primarycontactid field on the case entity:
case["primarycontactid"] = new EntityReference(contactId, "contact");
Hope this helps.
Hi!
Hope this helps
Vlad
Hi,
for Case:
n:1 relationship: contact_as_primary_contact, contact_as_responsible_contact
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,253 Super User 2024 Season 2
Martin Dráb 230,188 Most Valuable Professional
nmaenpaa 101,156