Dynamics Community Forum Thread Details

Autofill owner's territory information in custom entity

Hi fellow D365 explorers,

I created a custom entity and I am trying to include in its form a field that is autofilled with the "Territory" information per the owner of the record. I'm naming this field "Territory" as well, and I'll enable its security so my users don't have to do anything to it. (Because it'll be auto populated)

Would you please let me know what relationships and mappings I need to create?

Thank you and stay safe!

Hi,

Id you are referring to refrencial mapping which exists in 1:N relationship then it wont work in your case as it only works for child records which are created from the parent record. So unless you are creating your custom entity record from a subgri of user, th relationship mapping wont work.

If you do not intend to ever change the value to some value other than owner's territory then I think the best/ easy option is to create a calculated field and use "owner.territory" as the logic.

Something like this: community.dynamics.com/.../how-to-get-value-from-a-look-or-other-related-entity-using-calculated-field-in-microsoft-dynamics-crm

Alternatively, you can create a real time workflow which updates the fields from owners territory if there is no value init. However in this case, it will only populate if there is no value and after safe.

Hope this helps

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