How to filter the details based on the account

[Learner10]

@Ankur Bawiskar 

We have account and service fields on the case form and In account we have custom field called Service list field with some values and we are looking for the way to show services  on the case form based on the account.u_services.

Please let us know how to achieve this??

Thanks,

Learner

[Anil Lande]

Hi,

What do you mean by show values on the case form?

Where exactly you want to show offerings?

[Anil Lande · Accepted solution]

Hi @Learner10

As per my understing I believe you need to update the reference qualifier for the 'Service Offering' field on Case table like below:

javascript:'sys_idIN'+current.account.u_service_offerings.toString();

[Tai Vu]

Hi @Learner10 

The Service Offering [service_offering] field is a task-based field and associate to the Service [business_service] field.

You should also take into account the out-of-the-box condition, as Service Offering is a child of Business Service.

javascript:'parent='+current.business_service;

So you can define a Dictionary Override for the Customer Case [sn_customerservice_case] table to override the OOTB one.

Sample.

javascript:'parent=' + current.business_service + '^sys_idIN' + current.account.u_service_offering;

Cheers,

Tai Vu