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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / application surfaces C...
Microsoft Dynamics 365 | Integration, Dataverse...
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application surfaces Contact from Contact entity, can I get Job Title as well?

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Posted on by fklatecki 10

Greetings,

I have an application that uses the lookup field for a Contact from the Contact entity, can I obtain the job title as well?

0246.Capture1.PNG 

Here I have concatenated Contacts name with the Job Title

3326.Capture2.PNG

Here is the application form where I grab the Contact, thoughts on how to populate the Contacts Job Title as well?

5852.Capture3.PNG

Your suggestions are appreciated.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi fklatecki,

    Based on your screenshot, Job tile is one text field in the contact entity?

    Then you create a custom entity--Nametitle, why?Is this necessary?

    In fact, you can add one text field named job title in the application form, then you can use workflow to get job title value from contact automatically after filling contact lookup field.

    For example, i use contact lookup field in the case entity(In your scenario, is application entity).

    (1)Create job title field in the case(application ).

    pastedimage1658303965045v1.png

    (2)Create a workflow.

    pastedimage1658304715643v2.png

    -set trigger

    pastedimage1658305055524v4.pngpastedimage1658305015948v3.png

    --Add step:condition and update record

    pastedimage1658306705282v6.png

    --set properties

    pastedimage1658306584148v5.png

    Save and Active it.

    (3)Test

    pastedimage1658307370965v7.png

    pastedimage1658307615959v8.png

  • fklatecki Profile Picture
    fklatecki 10 on at

    Very much appreciated!!!

    Thank you.

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