We have out of box convert to case functionality. Clicking button opens a form.
How I can modify this form ? I need to remove a field and add a new field ?
Please guide.
We have out of box convert to case functionality. Clicking button opens a form.
How I can modify this form ? I need to remove a field and add a new field ?
Please guide.
As Leo said, this is currently not available out of the box but someone has submitted it as an idea that I would suggest voting for!
As Leo said this is currently not available but is an idea that I would suggest voting for!
experience.dynamics.com/.../
Hi partner,
Unfortunately, this page is by designed and it could not be customized.
There are 2 ways for you to choose.
1. (a)Create a on-demand workflow to create new cases and set the default values.
(b)Create a new custom ribbon in the activity form and then add js code to trigger the on-demand workflow.
2.Replace the OOB dialog with your custom html dialog.
Hope it helps.
Best Regards,
Leo
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