In Dynamics Portal , I have an Entity list which shows the lead record whose X field (custom lookup field to contact) doesn't contain any data.
I want to set the current logged in portal user to the X field on click of a button for the selected record.
Please suggest how to achieve this functionality
what you mean by click of a button ?
I am assuming you have an Entity Form tied to your entity list, and when you click the item in your list it opens that entity form, right ?
you can add an entity form metadata to set the value for the current user on your field.. this would be on the save of the record
search for "Set value on save"
Thanks for your reply Oliver and sorry for the late response.
Yes !. For now i added details button and on click of it, my Entity form opens for the corresponding record and the X field's value is auto populated with the 'current portal user' using Entity Form Metadata. That is working.
ok I see.. in this case you need to trigger a CRM background process (plugin whatever) through JS
the below post suggest a doable way of doing this.. basically you should create a custom entity and add plugins on the RetrieveMultiple message
this would trigger your action in the background
I haven't tested, but the logic makes sense to me, it should work
hi.. did any of the replies answered your question? if yes, can you please mark as verified?
Thank you for the answer Oliver. Yes the logic makes sense, but we didn't try it.
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