- Sharing an Incident (Case) on assigning to Queue
- Posted by Avi on January 9th, 2008
I have a requirement, when an Incident (case) is assigned to a Queue, I need
to share incident (case) entity, to a few Users and Teams.
Can anyone suggest the Best apporach ?
I tired using PostUpdate callout for Queue and Incident, but it didn't
worked. Incident (Case) don't have PostAssign.
Thanks in Advance...
- Posted by David Jennaway on January 9th, 2008
In CRM 3.0 I don't think there are any supported trigger points that fire
when a case is assigned to a queue.
Therefore your best approach might be to have a scheduled process that looks
for cases recently assigned to a queue, and performs the assignment then
--
David Jennaway - Microsoft Dynamics CRM MVP
Web: http://www.excitation.co.uk
Blog: http://mscrmuk.blogspot.com/
"Avi" wrote:
- Posted by Ian Salgado on January 10th, 2008
Hello Avi,
Is it a must that if there's a Case that was assigned to a Queue, you'd
really need to share the whole Case Entity to some users and/or teams?
Is this how you really want it to be done? Would it be better if you only
Share the particular Record (one assigned to the Queue) to some users and/or
teams?
This way you don't open up the rest of the records to other users but just
specifically the Case record that was put into the Queue.
Of course you need to set the appropriate privileges for the Roles that need
to access it.
HTH,
Ian S.
"David Jennaway" wrote:
- Posted by Avi on January 10th, 2008
Hi Ian,
Thanks for the response.
Yes.. It is a must to share the case entity to Queue members (which can be
Teams and Users).
If an Activity is assigned to Queue, in PostAssign we are sharing that
activity to Queue members.
And as PostAssign is not supported by Cases, so I am not able to share Case
entity with Queue Members.
Thanks,
Avi
"Ian Salgado" wrote:
- Posted by Ian Salgado on January 10th, 2008
Hi Avi,
An alternative to doing that is you can do in the Post Callouts of Case.
You can put it in Post Create and Post Update. What you have to do, is on
create/update of case records, you read the Queue entity if Case in question
is existing in the Queue.
If it is found, then you do your thing.
Regards,
Ian S.
"Avi" wrote:
- Posted by Avi on January 10th, 2008
Hi Ian,
Case supports Create, Update, Delete, SetState callouts and Queue supports
Create, Update, Delete callouts.
On Assignment of a Case to a Queue, none of the mentioned call out is
triggered.
Thanks,
Avi
"Ian Salgado" wrote: