Adding a lookup field to the incident form

Hi,
When selecting for an account in the incident form - I would like to have
the option to search the accounts by the account name (existing) and also by
the account number.
1) How can I add this option to the account's lookup form (that is opened
from the incident form) ?
2) As an alternative - how can I add the account number to the incident form
(as a new foreign field from the account in the incident's form) ?

many thanks

Ofer

Julian
Thu Jun 16 18:35:46 CDT 2005


"Ofer" <Ofer@discussions.microsoft.com> wrote in message
news:EF4A0CAE-26F2-4373-840F-90B67C019F5A@microsoft.com...
> Hi,
> When selecting for an account in the incident form - I would like to have
> the option to search the accounts by the account name (existing) and also
> by
> the account number.
> 1) How can I add this option to the account's lookup form (that is opened
> from the incident form) ?

The lookup use a generic form driven by xsl files. Have a look under
lookupxml directory on your CRM server.
Changing these is unsupported however and care is needed.

> 2) As an alternative - how can I add the account number to the incident
> form
> (as a new foreign field from the account in the incident's form) ?

If you are creating the incident from within an account record (i.e. open up
the account window, select the Cases navigation button and select New Case
from the grid toolbar) the account is automatically linked to the incident
and the Account name will appear in the Customer field. You can add a
mapping in deployment manager to automatically copy the account number on
creation to a new field you will have added to the incident form.

If you create a "blank" case and then select the account you need to do
something different i.e. you would have to create a postcallout process to
copy the account number from the account to the incident when the accountid
is changed on the incident. A lot harder.

>
> many thanks
>
> Ofer