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How to create Automatic CASE on creation of Account Record? RRS feed

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    Hi All,

    I have to create  automatic Case and assosiated tasks to various departments on Account record creation.

    Can some one advice me the best way of doing it.

    Thanks and Regards

    Ravi

     

    Wednesday, August 10, 2011 6:24 AM

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    Hi,

    I would suggest you to create a new workflow and add Create Record Steps for Case Entity and Tasks creation as per required. Your workflow will run on entity Account and trigger on Record Creation,

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".



    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 10, 2011 6:31 AM
    • Marked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    Wednesday, August 10, 2011 6:27 AM
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    Hi,

    Yes, you can create a plugin also on Account record creation. Your plugin step will be registered for Post-Operation (in Pre-Record operation you will not get the Account Id and unable to assosiate it with Case and Tasks) on account Entity for Create message and yes you can cretae and assign tasks to different users and departments. This will be little more complex in Plugin thats why i would preffer a workflow. As weorkflow supports trigger to be run on Record Creations, Assign Record, New Record Creaiton and Check Conditons etc and i believe it fullfills your requirements.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 10, 2011 6:46 AM
    • Marked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    Wednesday, August 10, 2011 6:46 AM

All replies

  • Question
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    Hi,

    I would suggest you to create a new workflow and add Create Record Steps for Case Entity and Tasks creation as per required. Your workflow will run on entity Account and trigger on Record Creation,

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".



    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 10, 2011 6:31 AM
    • Marked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    Wednesday, August 10, 2011 6:27 AM
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    Hi Javeed,

    Can i launch a plug-in on creation of Account Record, in that plug in First i want to create CASE and that CASE will have multiple TASKS to various departments.

    is it possible?

    Thanks and Regards

    Ravi

     

    • Marked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    • Unmarked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    Wednesday, August 10, 2011 6:42 AM
  • Question
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    Hi,

    Yes, you can create a plugin also on Account record creation. Your plugin step will be registered for Post-Operation (in Pre-Record operation you will not get the Account Id and unable to assosiate it with Case and Tasks) on account Entity for Create message and yes you can cretae and assign tasks to different users and departments. This will be little more complex in Plugin thats why i would preffer a workflow. As weorkflow supports trigger to be run on Record Creations, Assign Record, New Record Creaiton and Check Conditons etc and i believe it fullfills your requirements.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 10, 2011 6:46 AM
    • Marked as answer by E Ravi kumar Wednesday, August 10, 2011 6:55 AM
    Wednesday, August 10, 2011 6:46 AM
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    Hi Javed,

    Thanks for the replay

    Regards

    Ravi

    Wednesday, August 10, 2011 6:56 AM