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Hey,
I have to copy data from a text field (city) to a lookup field (city). How can I achieve it? Please help.
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if the primary field value of the lookup fields match with text field value and the values are unique , export the data to excel with these two columns in a view with re-import option checked when you export the data. Copy the text field value to the lookup field and reimport system will automatically map the text value to the lookup field field value.
Anu,
You want to achieve this using SDK programmatically?
See this concept here:
community.dynamics.com/.../151023.aspx
However, It needs code to do query to get the exactly lookup field id from the text as matched keyword.
Other option, can follow Chitra suggestion, of course..
Just make sure that you have created all records with the exact same name with City Entity (a lookup field reference you want to use).
Then, you export excel with re-importing capability.
After that, you just import it...
Then in the mapping of the column, now you need to mapping this with the lookup field.
Just key things you need to remember:
1. You need to make sure that your text field value is matched with existing record in the City entity as master for lookup reference, otherwise it will fail and result error, lookup cannot be resolved, so no mistake, no white space mistake, ok.
2. You don't have any duplicate city record with the same name.
Otherwise it will fail with error duplicate reference like that cannot be resolved, something like that.
And hope this helps.
Thank you.
Hi ANU GOYAL
My name is Andres Guzman, I'm glad to help you.
First of all, if you need to copy this info in the same moment that you put the info in the test field, you only need to create a business rule to determinate this process.
If you need to copy from a entity to other, you can create a workflows to apply the change when you create the record or change the value in the field.
Let me know more details to give you a better recommendation
Regards,
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