Set Dynamic Selection on Select Box

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Hi All,

how do I set dynamic selection for Assigned to field on Create new case form?

For example, When I select Team "Logistic", 'Assigned To' field should only shows the users from Logistic Team only. 

Thank you.

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  • 0

    Hi Murni, 

    What I suggest is you can use my dynamic selection list and modify it to your needs.
    Here is the original -> https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/dynamic-selection-lists---rework

    Modifications you need would probably be something like an array list of the results. Also remember that when using the assigned userid field in CRM on the client side you will get a userid and not a username, so please take care of catching for those values and not the names. 

    Building the array list should not be to hard. You can set a list of users per team manually. I don't think the users object is open to REST yet, so you would probably need to set this up manually, however it might be doable with an sdata view (I have not tested this myself). In the end it will make it easier for you to build out the lists you need.

    There are a couple of ways to skin this issue, so explore and you should find a solution easily.

    Hope this helps. Good luck.

Reply
  • 0

    Hi Murni, 

    What I suggest is you can use my dynamic selection list and modify it to your needs.
    Here is the original -> https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/dynamic-selection-lists---rework

    Modifications you need would probably be something like an array list of the results. Also remember that when using the assigned userid field in CRM on the client side you will get a userid and not a username, so please take care of catching for those values and not the names. 

    Building the array list should not be to hard. You can set a list of users per team manually. I don't think the users object is open to REST yet, so you would probably need to set this up manually, however it might be doable with an sdata view (I have not tested this myself). In the end it will make it easier for you to build out the lists you need.

    There are a couple of ways to skin this issue, so explore and you should find a solution easily.

    Hope this helps. Good luck.

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