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Creating a CAse from Account form
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edmpanduki Posts: 2
10/12/2017
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We have a customized Dynamics CRM 365 form for accounts that contains a Cases Subgrid. I'm trying to test case creation from the subgrid and it seems I can't get the correct parameter setup for account look up because all the Cases end up being created in the same account even when I try to use replace the Account Number(which is the lookup field) with VU _Iter Bound values from the dataset
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George @StresStimulus Administrator Posts: 554
10/12/2017
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There will not be a single solution to the issue described that works for all test scenarios. Based on your description I can imagine several possible test scenarios, Here’s one example:
- Login.
- Select an account from the grid (or search by account number).
- This opens the form for this account.
- In the cases subgrid, create a new case for this account.
In this scenario, you need to create an extractor for the recorded account number. Then you need to replace this account in all subsequent requests with the extractor.
Typical errors for this situation could be:
- The account number is extracted from a wrong place
- Not all occurrences of the account number in the requests are replaced with the parameter. Make sure you use bulk replace when creating a parameter as described here and here
Unfortunately, issues that require adjusting test case script are difficult to resolve on a public forum. If you would like, I can privately email you a link for scheduling a support session where our staff will complete your test configuration.
Cheers
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edmpanduki Posts: 2
10/13/2017
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Thanks for the quick response, and yes that will be great if we can set up a support session, I think my issue is probably that it's extracting in the wrong place but I can't figure out where I need to change it
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George @StresStimulus Administrator Posts: 554
10/13/2017
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I email you the support session scheduling link. One of our support specialist will assist you with your test case configuration on that web conference.
Cheers
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