Script to pass fields to a new record created from lookup "+ new"

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Posted on by moko33

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Sorry if these two question have been answered 100 times already.

a) Map field to Parent record without having saved the child record yet:

I'm on a new Application (custom table) form (not saved yet).

The user already has filled a Lookup Field "Contact" on this new form.

Now there's another lookup field on the Application Form to another custom table "Application Collection", also containing a Contact lookup field. For this we use a Quick Create or Main Dialog form.

If the User now clicks on "+ New Application Collection" in this Lookup, while the underlaying Application form hasn't been saved yet, how can we get the Contact already filled in, to be mapped / filled into the parent Application Collection form?

b) what is the best method to get this lookup on load of the new ApplicationCollection form assumed the User has already saved the Application form before?

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Federico Pelliccia 75 on at

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This is a nice question.

My only actual idea is this one: community.dynamics.com/.../intercept-replace-the-new-button-click-of-lookup-field

So you can hide the "+ new" button and create a Recommendation Action where you can open a modal passing the attribute from the record to the new window

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