Task convert to case

All replies

• 

  

  0

  Sign in to vote

  While converting a Task to Case following changes made internally:

  1. New CASE record is created.

  2. Current TASK field [regardingobjectid] is updated to newly created CASE id.

  One way comes in mind.

  Create a plugin:

  Primary Entity: TASK, Message: Update

  Code:             

     if (entity == null) return;          
     if (entity.LogicalName != "task") return;               
     if (context.MessageName.ToLower() != "update") return;                
     //get regarding objectid             
     if (entity.Contains("regardingobjectid") && entity["regardingobjectid"] != null) {  
      RegardingRef = (EntityReference)entity["regardingobjectid"];             
     }            
     if (RegardingRef == null) return;              
     if (RegardingRef.LogicalName != "incident") return; 		
     Here get Description from task and update your case

  
  
  
  

  • Edited by Siddique Mahsud Friday, September 12, 2014 6:09 AM

  Thursday, August 28, 2014 7:08 AM