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How to Create Support Case for the Customer's non-primary Subsidiary?

edited Apr 17, 2023 8:24PM in Ask A Guru 4 comments

Hi,

We have customers who are shared with other subsidiaries. However, we would like to create support cases for each subsidiary, because we want to report based on different subsidiaries and not all support reps have access to all subsidiaries.

Currently, Subsidiary field in standard or custom case forms is inline by default and cannot be changed. Therefore a cases is created for the primary subsidiary of the customer. And user cannot change Subsidiary on case forms. Please see the screenshots.

SuiteAnswers 70899 gives a solution, but I can't get this to work or it doesn't seem to address my query.

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