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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Mapping lookup fields
Microsoft Dynamics CRM (Archived)

Mapping lookup fields

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Posted on by SR11 52

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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  • SR11 Profile Picture
    SR11 52 on at
    RE: Mapping lookup fields

    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.

  • SR11 Profile Picture
    SR11 52 on at
    RE: Mapping lookup fields

    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.

  • T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Mapping lookup fields

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

  • SR11 Profile Picture
    SR11 52 on at
    RE: Mapping lookup fields

    Any insight on this would help.

  • SR11 Profile Picture
    SR11 52 on at
    RE: Mapping lookup fields

    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

  • SR11 Profile Picture
    SR11 52 on at
    RE: Mapping lookup fields

    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. 

    3652.8.PNG

    And here is the mapping.

    3652.8.PNG

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Mapping lookup fields

    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.

  • Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Mapping lookup fields

    Hi,

    Can you please share your mapping?

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