In this scenario we need to capture the description field that is entered when a Case is Resolved & move it on to a field on the Case entity.
This allows us to perform much easier Advanced Finds on the Case to find out how the case was resolved.
North52 Decision Suite Solution
The North52 Decision Suite solution works like this,
A formula is created which executes on the Create of a Case Resolution record
It uses the incidentid field to lookup what Case needs to be updated
It updates the Case with the description on the Case Resolution entity
North52 Decision Suite Steps
The following set of steps outline how to create this Formula
- Create a new formula of type 'Save - To Parent'
- Set the Event to 'Create'
- Set the Source Entity to 'Case Resolution'
- Set the Relationship to 'incidentid (incident)'
- Set the Target Property to 'Case Resolution Description'
- Copy & paste the formula below into the formula
- Click save & test
Did you know?
Automated tests in Dynamics 365 helps with documenting processes
Maintaining automated tests helps you create 'living' documentation of your Dynamics 365 systems, minimizing the potential for frustrating rework.
Building a test validates the requirements, makes it easy to spot ambiguity and incompleteness and can catch defects before they are released.
As requirements change, tests need to be updated to ensure they continue to validate, thus ensuring the documentation stays up to date.