Customer experience | Sales, Customer Insights,...

How to set Filed value automatically using plugin

(0) Share

Report

Posted on by Community Member Microsoft Employee

I have a requirement that if I select any employee name from look up field than other field such as employee id which is a text field and employee addres(Multiple line of text fi;ed) should be auto pipulated.Suppose entity is an account and how to fullfill requirement using dynamics 365 crm plugin

All responses (4)

Answers (0)

Johao Larios 1,795 on at

Like (0)

Report

RE: How to set Filed value automatically using plugin

Hello Khan,

thanks for let us know. So, do you know the complete code to achieve that? or a portion of code? have you tried anything yet? Please be aware that the plugin will get triggered until you save the record.
Community Member Microsoft Employee on at

Like (0)

Report

RE: How to set Filed value automatically using plugin

I know but I want to use plugin to achieve it. My question is how I can do it using plugin?
Suggested answer

Johao Larios 1,795 on at

Like (0)

Report

RE: How to set Filed value automatically using plugin

Hello Khan,

For this approach I recommend you use a business rule or a Java Script, both work on the client site so, everytime your users change the lookup, the other fields will be auto populated.

Business rule: docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form

For Javascript, this is the lastest documentation : docs.microsoft.com/.../clientapi-form-context
Community Member Microsoft Employee on at

Like (0)

Report

RE: How to set Filed value automatically using plugin

=
[quote user="khan zubair"]
I have a requirement that if I select any employee name from look up field than other field such as employee id which is a text field and employee addres(Multiple line of text fi;ed) should be auto pipulated.Suppose entity is an account and how to fullfill requirement using dynamics 365 crm plugin
[/quote]