Hi,
I have an issue:
- I have created an quick create form from for one part of our business area on the account - basically they create a child account from the parent. That works fine.
- Now I need to create accounts with quick create for another instance in CRM (Case). This time for another part of our business area. Basically they need some other fields visible in the quick create form. I can solve this with business rules. However there is one problem - The different business rules cannot detect the "Source" (Ex. from account or from case). And I need an identifier to trigger the business rule.
- So I thought that I could create a mapping from case to account named "Account Source". So I will map the case to the account. Then I could use "If account sourcæe contains data, then trigger etc etc etc". But I can see the mapping only works if I save the case first. The problem is however that the account needs to be created with quick create before the case is saved. How can I solve this problem - so I can use the business rules for one scenario on account quick create and another on case?
I have no experience with javascript - so that's an limitation (Unless it's very simple to make)