Notifications
Announcements
No record found.
I have a Contact Lookup in the Case record (Staff Contact). This is populated at the initial Case creation. When the Case is saved for the first time, the Staff Contact value is not retained. Populating the Staff Contact lookup again, after the initial save, the Staff Contact value is retained. Does anyone have an idea why this behaviour is happening? Hithertoo, this field has always worked correctly.
Hi ChrisCroft,
This is a wired thing. Please check that do you create any workflow/plugin to update your case record triggered when a case is created.
Hello Steve
Many thanks for your suggestion. There are several business rules that operate on the Case, but none that affect that particular field, and none that have been added or amended in recent days. The Case was working fine until yesterday.
Just as another point, there are several other Contact lookups on the Case (Client, Client Referrer, Patient, etc), none of these are affected with the same condition. My inclination is that it is a form issue but tracking it down is proving challenging.
many thanks again
Chris
I agree with you. Could you provide your form setting with some screenshots? I would try to reproduce it on my side.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 75 Super User 2025 Season 2
Siv Sagar 52 Super User 2025 Season 2
Daniyal Khaleel 42 Most Valuable Professional
