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CRM 2013 Unified service desk Actions call. RRS feed

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    Hi All,

    After clicking the contact record  we can see the left navingation agent script along with Actions.

    1.New serivce request a.Create the case 2.UPdate Notes 3.close session etc..

                                     I want to create opportunity  record here.

    LogicalName=opportunity
    customerid=EntityReference([[$Context.InitialEntity]],[[$Context.Id]])
    customeridname=[[$Context.name]]

    am able to open the opportunity entity but related customer record is not popuping automatically.

    can ny one suggest me quickly.

    2.Existing service request

    Rammohan

    Saturday, February 28, 2015 2:24 PM

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    Hi,

    The issue is your using contact as an account. Well you need to drill down from contact to its Company (which is an account lookup in contact form). Try the code below.

    customerid=EntityReference([[$Context.parentcustomerid.type]],[[$Context.parentcustomerid.id]])
    customeridname=[[$Context.parentcustomerid.name]]

    Hope this helps,

    Regards.

    Monday, April 13, 2015 5:49 AM