- account & incident
- Posted by ismail on October 22nd, 2007
Hi,
is it possible to put some code on Onload event of "incident" entity, so
that every time a new incident is created, always the same "accont" is
written to the lookup field in the incident entity?
- Posted by Aamir on October 22nd, 2007
what u mean ? some predefined account GUID?
/Aamir
- Posted by ismail on October 22nd, 2007
exactly.
"Aamir" wrote:
- Posted by Aamir on October 22nd, 2007
check here
http://www.stunnware.com/crm2/
there is another way to create through .Net Assembly (workflow).
OR
use Wokflow on Create
when incident is created
Inser action--------Update entity -------------
accountname ......equals -----------xyz
(i havent tested it)
- Posted by ismail on October 22nd, 2007
Thank you for your reply. I have tried your second suggestion (workflow). I
have succesfully created the the rule and activated it. But while testing the
lookup button is not populated when an incident created. I have closed and
reopen crm (even restart IIS), but the lookup button is not populated with
the accountname.
"Aamir" wrote:
- Posted by Aamir on October 22nd, 2007
i know the reason . I believe the easy was is :
retrieve the ID of newly created incident and then use the .Net
assembly to update it .
// incident test = new incident();
// test.customerid = new Customer();
test.customerid.type = EntityName.account.ToString();
test.customerid.Value = new Guid("");
/Aamir
- Posted by ismail on October 22nd, 2007
thank you Aamir. it works now.
"Aamir" wrote: