Creating a record from a subgrid auto populates account lookup on the form on all lookup fields

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Posted on by icimasa

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Hi all,

so we have a subrid on Account entity where we list associated Opportunities. When creating a new opportunity the form auto populates the associated account in all account lookup fields on the opportunity form. Is this by design?

thanks for the help

regards

Martin

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Creating a record from a subgrid auto populates account lookup on the form on all lookup fields

Hi,

I was only asking you to delete mapping for fields which you don't need.

Yes, You can also write JS code to clear lookup field value when Form Type is Create.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
icimasa 390 on at

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RE: Creating a record from a subgrid auto populates account lookup on the form on all lookup fields

Hi Bipin,

thanks for your response, however we actually do need the account -> opportunity mapping which I guessed causes the problem. But my bet guess would be to just write some code to clear the field when its a new record to get around the problem.. :)

regards

Martin
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Creating a record from a subgrid auto populates account lookup on the form on all lookup fields

Hi,

I don't think this is by design.

However, you can verify the Relationship mapping between Account and Opportunity to remove the mapping for other lookups which you don't need.

docs.microsoft.com/.../map-entity-fields

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/