Concatenate fields of different entities

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We have a certain way to name our batches (an entity on our CRM environment) we would like to automate the process, for example, I have all the following Lookup fields for the batch entity.

- CustomerName

- ContainerSize

- FormulaCode

The entities Customer (related to CustomerName), Size (related to ContainerSize) and Formula (related to FormulaCode) have a field called Letter (CustomerLetter, SizeLetter, ContainerLetter) and what I would like to do is to concatenate the letter fields into a calculated field in the entity batch and use this field as reference.

Is this possible to do in CRM 2016?

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Aiden Kaskela 19,696 on at

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Hi,

I'm not sure if you can do it with calculated fields, but I know you can do it in a workflow with the Workflow Elements add-on (free at https://kaskela.wordpress.com). You'll set up the workflow to run on create of the batch, and when one of those three lookup fields change.

In the workflow itself, you'll call the activity "Query – Get a Single Value" to query for the CustomerLetter field for the customer on the batch, call it a second time to get the size, and a third to get the letter. Then have an update activity that updates your batch and sets the field to {result from query 1} - {result from query 2} - {result from query 3}

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden

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Nithya Gopinath 17,078 on at

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Hi Lucas,

You can achieve this using Calculated fields. Please refer the following links.

community.dynamics.com/.../accessing-related-entities-fields-in-calculated-fields-formulas-in-microsoft-dynamics-crm-2015

community.dynamics.com/.../138250

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tw0sh3ds 5,600 on at

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hi,

If these are lookups, than you should be able to do it with calculated field - just use your lookupname and after putting "." (dot) you should get all properties of entity that is in the lookup.

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Martin Donnelly 1,030 on at

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I believe this is incorrect -- at least for 365.

Same error if you try to make it an argument of CONCAT(). And, of course, if you just try the lookup itself, you get a type mismatch error (lookup is not a string.)

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Martin Donnelly 1,030 on at

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Appears the problem is not the dot operator. It's the discount list entity! After having success with all the other lookups on my custom entity, I tested this process on an account lookup to discounttypeid. It also fails to dereference.

Any ideas what's special about discount lists?

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