Adding 'supplier' information to the New case form

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Posted on by sandeepc

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As an inside (or outside) sales rep who wants to open a new case within the “Customer Care/Cases” module of CRM, I should be able to select a supplier name from a drop-down box. The supplier name should be defaulted to “n/a”. I should be able to select from a pre-populated list of Supplier names or if I cannot find my supplier, I should be able to select “Other”.

Just like we can see Customer details

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How can we achieve this as Customer field in inbuilt

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sandeepc 5,514 on at

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can i get any suggestion? will mark as verified

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sandeepc 5,514 on at

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How can i show N/A in the field automaticlay

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SergiiChvyr on at

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Hi. You can have several options here.

a)

1. I suppose, you already have suppliers as accounts in your CRM. And you, probably mark them as such in accounts by some field.

2. If not, you can create a new entity called supplier and add required records to it.

In the case entity, add Supplier field of Lookup type (as lookup entity use Account for the first option, or your custom entity for the second option)

Then add this field on the form. If you select the first option, then you'll have to add some more magic to filter lookup field like described here: msdn.microsoft.com/.../gg334266.aspx

b)

If your suppliers list is quite static (new items are not added frequently), you may create an attribute in Case entity of the Option Set type (better global for this scenario), in which you add your suppliers as options + "Other" and N/A option. Set N/A as default

Then add this field to a form

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sandeepc 5,514 on at

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@SergiiChvyr ok , but u said to add some more magic so could you help m eout to add that

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Community Member on at

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Hi,

You can set the default value by using the same name action in business rule. In 'Set Default Value' action select the N/A option if you decide the supplier field as optionset or the N/A record if it is lookup. In both the cases you need to create either optionset value or lookup entity record with name 'N/A'.

Regards,

Sanchita

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Community Member on at

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Another thing to consider in setting the lookup with default value is - need to keep the guid of the default record same among all the environments to avoid any post deployment steps.

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sandeepc 5,514 on at

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how to make N/A as default as i added supplier as lookup field

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sandeepc 5,514 on at

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thank you

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shivaram 3,315 on at

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Hi Sandeep,

I tried to understand your question, As per my understanding, you have one lookup Customer and based on Customer lookup, you want to Update Supplier Name(Option Set) either N/A or related Name or Other. Isn't it?

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sandeepc 5,514 on at

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no, just like i have for customer i wannted to add N/a for supplier field and sanchita has suggested the answer

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