Populating more than one lookup on a record in web form step on entity save (Dynamics Portal)

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Posted on by Davina Sungum

146

Hi,

I am using a web form with multiple steps for three custom entities. Entity A has a one to many relationship with Entity AB, Entity B has a one to many relationship with entity AB. I have created entity AB in CRM as a intersection entity instead of a many to many between A and B.

Step 1: I am creating entity A
Step 2: Creating another record (intersection entity AB) with entity A in the lookup
Step 3: Creating entity B
Step 4: Populating entity B in a lookup on entity AB created in step 2.

This works but if Portals allowed for two lookups to be populate on save in the webform (they can't be reached in entity metadata as they are not associated with the portal user) I should be able to do this:

Step 1: Create entity A
Step 2: Create entity B
Step 3: Create entity AB and populate both entity A from step 1 and entity B from step 2 on this entity.

Any suggestions?
Thanks

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RaviKashyap 55,410 Moderator on at

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Hi Davina,

Could you please explain more on this "This works but if Portals allowed for two lookups to be populate on save in the webform (they can't be reached in entity metadata as they are not associated with the portal user) I should be able to do this:"

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Davina Sungum 146 on at

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Hi Ravi,

I meant this section of the web step form:

You can only set one lookup here.

If I use Metadata I can only associate a field from the logged in user and not a value from the previous step. This section is the only place you can populate from a previous step but you can only set one lookup.

Thanks

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Dean Terry - FleXRM 30 on at

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Hi Davina,

Did you ever get an answer for this?

Dean.

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