Tech Support > Microsoft Windows > Windows CRM > How can I show Fields from the Contract Form on the Case Form ?
How can I show Fields from the Contract Form on the Case Form ?
Posted by Sebastian on January 4th, 2005


Hello,

I want to show the schemafield contractnumber on the case form.
I tried to add a field in the case customization.
I also mapped the field in the Deployment Manager from the schema contracts
to the schema Incidient.

The Result is a new Field on the Case Form without a value.

Does anybody know how to map Schemafields from the schema contracts to the
schema incidients.

Thanks, Sebastian Evers

Posted by Frank Lee on January 4th, 2005


This is not possible out of box.

Your options right now is use SDK if you want to link in a field from
Contract into Case. Or wait for v2.0

Good luck.


Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA

"Sebastian" wrote:

Posted by Matt Parks on January 4th, 2005


Unfortunately, you can't.

Mappings only impact the initial creation of a record when it is created "from"
another record. Cases aren't created "from" a Contract so the mapping will
never fire.

You could do something with workflow & a PostURL action or a post-Callout to
process this update though if you really need it.

Matt Parks
MVP - Microsoft CRM

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On Tue, 4 Jan 2005 08:01:02 -0800, Sebastian
<Sebastian@discussions.microsoft.com> wrote:

Hello,

I want to show the schemafield contractnumber on the case form.
I tried to add a field in the case customization.
I also mapped the field in the Deployment Manager from the schema contracts
to the schema Incidient.

The Result is a new Field on the Case Form without a value.

Does anybody know how to map Schemafields from the schema contracts to the
schema incidients.

Thanks, Sebastian Evers