locked
I need to be able to show Account details in a queue - how? RRS feed

  • Question

  • I need to be able to show Account details in a queue item, however whilst I can see account name I cannot see how to add any other account details.

    I have tried adding columns and in the record type there is nothing to do with the account, is this because it needs a relationship between the two?  How do I go about creating this relationship?

    regards,

    Matt

    Thursday, November 21, 2013 4:29 PM

Answers

  • Was having a blonde moment.

    Created the field, then updated the queue item to populate the field and all is good.

    regards,

    Matt

    • Marked as answer by Matt_Hirst_UK Friday, November 22, 2013 10:43 AM
    Friday, November 22, 2013 10:43 AM

All replies

  • Hi - You'll need to add cutom fields to the Queue Item entity. Then build a plug-in to synchronize the account fields to the queue item fields. Tom
    Thursday, November 21, 2013 6:38 PM
  • Was having a blonde moment.

    Created the field, then updated the queue item to populate the field and all is good.

    regards,

    Matt

    • Marked as answer by Matt_Hirst_UK Friday, November 22, 2013 10:43 AM
    Friday, November 22, 2013 10:43 AM