Easiest way to retrieve a value from another entity

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Posted on by Ahmad Saud

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dear all

i need to retrieve a value from entity B based on a value from the current entity A, i dont need to use GUID, the field i need to use it for inquiry is a normal text field.

thanks,

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Customization / Solutions / SDK and API

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Ahmad Saud 790 on at

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RE: Easiest way to retrieve a value from another entity

thanks Goutam for your video, it was really helpful it did the job
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Mahendar Pal 45,095 on at

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RE: Easiest way to retrieve a value from another entity

Hi,

In case you want to use Web API, you can refer this post: http://himbap.com/blog/?p=2874
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gdas 50,091 Moderator on at

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RE: Easiest way to retrieve a value from another entity

Hi Ahmad ,

If you want to retrieve in client side then you can call API , build your query using CRMRestBuilder .

See my video here -

www.youtube.com/watch
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Priyesh 7,396 User Group Leader on at

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RE: Easiest way to retrieve a value from another entity

Hi,

If you only want to display the value and have the lookup of the entity B on entity A and you want to pull the value from, you can use Quick View form of entity B on entity A.

If you want to store the value in a field on entity A from entity B, then you can write a workflow on create of entity A and change of the lookup of entity B to update the text field on entity A.

Hope this helps.