Friday 4 September 2015

How to Auto populate fields in new CRM page in Unified Service desk--Unified Service Desk (USD)


1. Create a hosted control with USD component type=CRM Page

2. Create  an Action call  passing the bellow values based on type of field. give LogicalName of the entity.

LogicalName=incident 

3. If we have multiple forms in one entity, in order to navigate by changing form type, we can directly navigate to corresponding form by passing formId.

formId=16381886-6D0A-49E5-9F32-AC12F1FEDCA7

4. If There is any lookup to set then Pass the values as bellow.

customerid=EntityReference([[$Context.InitialEntity]],[[$Context.Id]])
customeridname=[[$Context.fullname]+] 

5. If we have any Optionset field to set then pass value as bellow.

casetypecode=OptionSetValue(2)


6. Set text field by directly passing text value

title=Complaint







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