What’s happening?
When creating a new case in a model-driven app, users encounter an error message related to customer validation. This occurs specifically when the Account or Contact fields are not populated. The user does not require these fields and wishes to disable the validation.
Reason:
This is triggered because Microsoft validates the presence of Account or Contact information when saving a case. This validation is built into the system and is triggered when these fields are hidden or left empty.
Resolution:
Disabling the validation on Account or Contact is not supported. As an alternative solution, it is recommended to:
- Create a generic account record.
- Implement a workflow customization that automatically populates the Account or Contact fields with this generic account whenever a new case is created.
This approach ensures that the validation requirement is satisfied without requiring users to manually fill in these fields, thus avoiding the validation error.