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Feb12

Written by:Gideon Ellis
2/12/2010 3:27 PM 

The workflow display the name of the person a job is assigned to, in the Case list view.
Settings>Customization>Customize Entities>Case
Click: Attributes from the menu list and create new attribute (field): “Job Assigned To” as:
Type=nvarchar
Format= text
Maximum Length=200 (or longer if the users names are longer than 200 characters.
Click: Save and Close
Click Forms and Views
Select and open Form
Click to open the Administration tab
Click Add Fields from the Common Task option list and select “Job Assigned To” to add the “Job Assigned To” field to the form in the Administration tab
Click: Save and Close
Click Forms and Views again
Select Active Cases (Public View)
Click Add Columns and select the field “Job Assigned To” and add it to the list displaying Active Cases
Click: Save and Close
From the tool bar click: Actions and select Publish to publish the changes we just introduced to the Case entity
The end result will display the new column “Job Assigned To” in the Active Cases list

clip_image002

The workflow is triggered when the job is assigned to a user and it updates the Case field “Job Assigned To” with the job’s “Assigned To” field.
Click: Settings>Workflows>New
Workflow Name: Job Assigned To – Onsite
Entity: Onsite Job
Click: OK
Select
Scope=Organization
Start When – select both two options:
Record is created
Record is assigned
Click: Add Step and select the Update Record option
Select Case as the record to be updated
Click Set Properties
The Case Form is opened
Click to open the Administration tab
Place the curser in the field “Job Assigned To”. In the Form Assistant set the Look for to “Onsite Job” and the field to “Assigned To”
Click Add and then OK
The field {Assigned To(Onsite Job)} will update the Case field: Job Assigned To
Click: Save and Close
Publish workflow

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