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Microsoft Dynamics CRM (Archived)

UPDATE FIELD WITHIN A CASE WHEN IT IS CREATED AND ROUTED

Posted on by Microsoft Employee

hi gurus, 

I am CRM newbie. My problem is that I want to create a Case, then use a Routing rule to route the Case to a Queue and I want the Queue field in the created Case to update automatically (present the name of the Queue that the Case recently added to)

I appreciate your support. 

Thanks a billion. 

*This post is locked for comments

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: UPDATE FIELD WITHIN A CASE WHEN IT IS CREATED AND ROUTED

    Create a custom field on the case entity and use a workflow to update the custom field when the queue item is created

    Refer the following one:

    community.dynamics.com/.../how-to-use-workflows-to-find-cases-not-yet-assigned-to-a-queue

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: UPDATE FIELD WITHIN A CASE WHEN IT IS CREATED AND ROUTED

    Thanks for your answer sir! but I already successfully route the Case to the desired Queue. Now I want the field named Queue in my Case to be automatically updated as the Queue's name

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: UPDATE FIELD WITHIN A CASE WHEN IT IS CREATED AND ROUTED

    Hi Brain,

    Refer the following article:

    crmbook.powerobjects.com/.../automatic-case-creation

    Hope this helps

    Please mark answer as verified if you found helpful

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