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Customer experience | Sales, Customer Insights,...
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Auto update field on save/update

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Posted on by 85

Hi,

I want to update an Entity field as soon as the entity is save or updated.

so I have an Entity "Products List" which has a field "Product Name"

Product name  is a lookup field from the Entity Product

Now, I want is as soon as the Product List is Updated, I want to fetch ProductID from Products Entity and update it in the Product List Entity

How can I implement it using a process ?

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    There are serveral ways to achieve it, quick view form, calculated field, JS onChange event, power automate.

    Here I would recommend you two good solutions, quick view form and calculated field.

    The difference between them is that using the quick view form does not require the creation of a ProductID field for the "Products List" entity, while the calculated field requires the creation of a field.

    1. quick view form

    If you just want to display the ProductID of the selected Product on the Product List form, and do not need a Product List entity field to store this value, then the quick view form is the most suitable.

    The quick view form can display the data of the lookup field record (Product) and display it on the current form (Product List).

    Note that ProductID of quick view form is not data of the Product List entity, but only displayed on the Product List form.

    Please refer to https://carldesouza.com/dynamics-crm-quick-view-forms/

    Go to customizations, new a quick view form for Product entity.

    pastedimage1594954664205v4.png

    Add ProductID field on the new quick view form, save and publish.

    pastedimage1594954862253v5.png

    Edit the "Products List" main form, under INSERT tab, click quick view form, enter name and label, select Product and the new quick view form.

    pastedimage1594955055363v6.png

    pastedimage1594955103888v7.png

    2. calculated field

    The calculated field can automatically obtain the data of the lookup field. we must create a new field for the "Products List" entity, whose data type is the same as the ProductID field.

    Please refer to https://carldesouza.com/dynamics-365-calculated-fields/

    Go to customizations, new a field for "Products List" entity, select Field Type to Calculated.

    pastedimage1594955729052v9.png

    Then edit the calculated logic, set as follow. 

    pastedimage1594955858545v12.png        pastedimage1594955867821v13.png

    Add the calculated field to Products List main form.

  • RG Student Profile Picture
    85 on at

    Thank you so much Hao :)

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