Hi Everyone,
On Case Watchlist, clicking on Lookup list i could see list of ALL contacts but i would like to see only case contacts.
I tried changing conditions in Reference qualifier but i'm missing something.
Example: if "x" account is selected and it has 5 contacts, need to have those 5 contacts in the list.
Hi @Niranjan2,
This is absolutely possible, however, a really important point to note.... when changing a 'task' field and commonly used across many applications, you need to leverage the 'Dictionary Overrides' functionality. This ensures it only behaves as you require on the table and form you're using - in your case the Customer Service Case form.
Otherwise, you'll be implementing across the entire platform so Incidents, Change Requests etc will be affected.
So, making sure you're in the Customer Service scope, as CSM is a scoped app, configure the watchlist field as below.
Here's the reference qualifier you need to be entered in the Dictionary Override. (You'll need to make sure you have the correct table as well - sn_customerservice_case table.
Ref Qualifier: javascript:'ref_customer_contact.account=' + current.account
Screen shots below:
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.

Thanks, Robbie
Hi @Niranjan2,
This is absolutely possible, however, a really important point to note.... when changing a 'task' field and commonly used across many applications, you need to leverage the 'Dictionary Overrides' functionality. This ensures it only behaves as you require on the table and form you're using - in your case the Customer Service Case form.
Otherwise, you'll be implementing across the entire platform so Incidents, Change Requests etc will be affected.
So, making sure you're in the Customer Service scope, as CSM is a scoped app, configure the watchlist field as below.
Here's the reference qualifier you need to be entered in the Dictionary Override. (You'll need to make sure you have the correct table as well - sn_customerservice_case table.
Ref Qualifier: javascript:'ref_customer_contact.account=' + current.account
Screen shots below:
To help others (or for me to help you more directly), please mark this response correct by clicking on Accept as Solution and/or Kudos.

Thanks, Robbie
