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Julien2
Level: Powered On

Auto-Populate a field between Accounts and Case entities in Customer Self Service Portal

Hello,

Recently, I have installed the "Customer Self Service Portal".

I have added in the "Case" entity a Country field (Option Set) which contains a list of countries, and I have created another Country field (Option set) in the "Account entity".

 

Account Country Image 
Case Country Image 

 

What I want to achieve is the following:

When I open a new case with a current user, the customer and contact field by default are auto-populated for this user.

 

Demo 

Therefore, I want to implement the same process to auto-populate the country value from the "Account" entity for this current signed-in user and make this field as "Read-only or (disabled)".

As a result, when I click on "Open a new case" the country field will be filled for the users so they don't have to choose the country from the drop-down.

Can someone please explain in detail and provide an example to achieve the following scenario?

Any help would be greatly appreciated.
Thank you!

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