Add Fields to the Create Case List

Sep 15, 2010 at 8:36 PM


How can I expose other case fields in the portal. For example when a customer creates a case I would like to add two additional fields for them to fill in data in. Also when a customer is looking at the list of cases I would like to add a few additional fields.


Sep 20, 2010 at 5:27 PM

Hi Judy

To add fields to the "Create Case" form you will need to add the extra fields to the CreateCase.aspx page in the code.  Create a label and text entry field for which ever fields you would like to add and then wire them up in the code behind.  You can see examples of how this is done with the fields already created for the form.  The fields get added to the CRM entity starting on line 43 of the "CreateCase.aspx.cs" file.

Adding additional columns to the "Vew Cases" gridview can be done from within the CRM.  You can add additional fields to this grid by modifying the "Cases Web View" on the Case entity from the Customize Entities area of the CRM.

Hope that helps!