auto fill contract when we select account
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‎11-29-2024 03:52 AM
Hi, on case form I have account and contract fields. Based on accounts contract is getting filled automatically. May I know where to check the configuration which fills automatically. It is oob configuration. It is not client script that it is using. And also I have requirement of force a particual contract to auto fill when there are more than one active contract under account.
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‎11-29-2024 05:14 AM
There is an OOB Business Rule on the sn_customerservice_case table named Populate company for case that includes a function to also set the contract. This function calls the getContractforAccount function in the Script Include named CSManagementUtils. If you want to alter this functionality it is advisable to copy this function into a new Script Include, then copy the Business Rule, deactivating the out of box one. In your copy of the Business Rule, change the setCaseContract function to call your Script Include instead of the out of box one. In this way, the out of box Business Rule and Script Include will continue to be updated during any future upgrades.