Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Unified Service Desk Question

(0) ShareShare
ReportReport
Posted on by 10

In USD, is there a way to display a specific field on an entity (let's say the Case entity) on the left panel below where the scripts appear? Would like to be able to add single fields over on the left panel so the agent doesn't have to scramble to look for them on the mainpanel case form.

  • RE: Unified Service Desk Question

    Hi,

    I see two ways you can achieve this, not sure if they are the optimal solution for your situation.

    Option #1 -

    You create a new main form with only these fields that you wish the users to see. Have this simplified form display on the left pane.

    Option #2 -

    Create a new custom hosted control, where you manually set the fields. When the users populate the fields, you perform an update request to the entity in the hosted control code to update the field's values.

    However, you will need to ensure data validation for each of the fields, which should be fine for strings and integers, but will be more complex for lookup fields.

    I haven't tested any of these myself, but in theory they should work to help you achieve your goal.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans