Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

How to remove a field value to be on another field

Posted on by 2

I'm looking for a way to move the value from a field in one entity to another field in a different entity. This transfer should happen without disrupting any existing business rules or workflows associated with the original field.

For example, I have a department entity with a field named /WH./ I want the value in the /WH/ field to be automatically populated as the case type in another department entity.

 
  • Suggested answer
    AA-29040843-0 Profile Picture
    AA-29040843-0 2 on at
    How to remove a field value to be on another field
    @leah Ju I have a department with its own case types and fields. I'd like to convert this entire department into a case type within another department, transferring all existing cases and their associated processes.
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to remove a field value to be on another field
    Hi,
    To auto-populate fields can be done in a number of ways: calculate field, workflow, flow or js code...
    But need to figure these out:
    --Are these two fields in the same entity?
    --Is the value of one field copied to the other within the same record?
    --Or are the values copied from one record to another? Is there a link between the different records?
     
    It would be good to include a screenshot to help us make sense of the business logic.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans