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Auto Populate Service Activity Fields RRS feed

  • Question

  • Hi all,

    Is it possible auto populate fields in a service activity based on the client selected and their previous service activities.  Basically, each service activity logged will be a 'session' in an extended project but there are things that need to be logged in each one that are unlikely to change much/at all. 

    Thoughts?

    Thanks.

    Wednesday, September 25, 2013 9:02 AM

Answers

  • You would need some code to do this, and to implement whatever logic you need to determine what to populate the fields with.

    You have 2 main approaches for the code:

    • Client script via a web resource. The main benefit is that you can populate the values directly on the form, and let users override them if they wish. The drawback is that any code to determine values based on previous service activities may be relatively complex
    • A plugin. The code to determine values based on previous service activities should be a bit easier, but this would only run once the user has tried to save the form. Another issue is that the user will need to have set values in any required fields before they can save the data

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, September 25, 2013 9:59 AM
    Moderator
  • if you want to do this without coding than create a 1:N self relation of SA and map all fields which you want to copy from previous SA. Publish customization. Now when you open any existing SA you will see a new link on LHS sitemap of SA. Select it and click new button on the ribbon. A new service activity will open will all the data which has been mapped.


    Regards Faisal

    • Marked as answer by RoarCRM Monday, June 30, 2014 12:58 PM
    Wednesday, September 25, 2013 2:48 PM

All replies

  • You would need some code to do this, and to implement whatever logic you need to determine what to populate the fields with.

    You have 2 main approaches for the code:

    • Client script via a web resource. The main benefit is that you can populate the values directly on the form, and let users override them if they wish. The drawback is that any code to determine values based on previous service activities may be relatively complex
    • A plugin. The code to determine values based on previous service activities should be a bit easier, but this would only run once the user has tried to save the form. Another issue is that the user will need to have set values in any required fields before they can save the data

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, September 25, 2013 9:59 AM
    Moderator
  • if you want to do this without coding than create a 1:N self relation of SA and map all fields which you want to copy from previous SA. Publish customization. Now when you open any existing SA you will see a new link on LHS sitemap of SA. Select it and click new button on the ribbon. A new service activity will open will all the data which has been mapped.


    Regards Faisal

    • Marked as answer by RoarCRM Monday, June 30, 2014 12:58 PM
    Wednesday, September 25, 2013 2:48 PM