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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to remove a field ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to remove a field value to be on another field

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Posted on by AA-29040843-0 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.

 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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.
  • Suggested answer
    AA-29040843-0 Profile Picture
    AA-29040843-0 2 on at
    @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.

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