Mapping lookup fields

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Posted on by SR11

Hi,

I have a custom field called Scope (Data Type-Lookup) on two entities, say, Entity1 and Entity2. Entity2 is created off a subgrid on Entity1. I want the Scope field to auto populate on the quick create form for Entity2. I added this field to the mapping to a 1:N relationship between Entity1 and Entity2, and published the customization. This field however is not populating. As a test, I created a text field and mapped it between the two entities, that seem to work perfectly. How to make mappings work for lookup fields?

Thanks,
SR

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Kalpavruksh D365 CoE 2,545 on at

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Hi,

Can you please share your mapping?

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Dynamics365 Rocker 7,755 on at

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You have to create records from associated view to populate mapping data.

If you are doing this then make sure that you have correct field mapping.

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SR11 54 on at

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Highlighted below is the field that I want to be auto populated from the Bid entity to the Record Bid entity. As you can see a text field called TestName is auto populating from the Job Name field but not the ScopeLookup field.

And here is the mapping.

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SR11 54 on at

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I have the correct field mapping.

I'm not sure if I understand the "create records from associated view" part. Could you elaborate please.

Thanks,

SR

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SR11 54 on at

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Any insight on this would help.

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T.I.A 1,760 on at

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Meaning create the record from the entity you intend to map the fields from

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SR11 54 on at

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That's exactly what I am doing. I am creating "Record Bid" entity record from the "Bid" entity and need the fields to map from Bid to Record Bid. A text field is copying over but not a lookup field.

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SR11 54 on at

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I figured it out! It was really basic.. I had to save the parent form before creating the child record. I assumed that the auto save feature was working and saving my changes.

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