Skip to main content

Notifications

Announcements

No record found.

Customer Service forum
Suggested answer

Case form field auto populate based on look-up field

Posted on by 2
I have a simple table of data(example below) which I want to use when I create new Cases in CRM Service. 
 
 
I have 3 custom fields I've created on the Case form (Instrument Name, Vendor, GitLab Link).  Instrument name is a Look-up field which is working correctly when I search for the appropriate instrument.  What I want to do is have Vendor and GitLab Link fields automatically populate with their respective data from the table based on the Instrument name.  I've been searching for 2 days with lots of information found but no clear path, a simple path, to a solution.  The intent is to not make this so complicated that the team has an adverse reaction to working in Dynamics.  We're trying to get this integrated into our small business processes and we are a small team wearing many hats.
I don't know if I have my table setup absolutely correct but I wanted to start somewhere.  Vendor column has duplicates due to the fact that vendors create many different instruments.  Anyone out here with some clear directions on how to make this happen I'd be glad to listen.  Thanks.
 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Case form field auto populate based on look-up field
    Hi Partner,
    This workflow should work after saving and refreshing case form.
  • Case form field auto populate based on look-up field
    Leah,
     
    I followed your steps but I'm not seeing any changes happen.  Here are my screenshots.  Maybe you can point something out that I'm missing.
     
     
  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    Case form field auto populate based on look-up field
    Hi,
    May I suggest a JavaScript function to fetch the data from Vendor and Githab based on the Name selection.
     
    Hope you find a Solution!
     
    Best Regard
    PG
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Case form field auto populate based on look-up field
    Hi Partner,
    One question, is the table in your first screenshot instrument related data?
    "Cytomat 2" is instrument name? first column in this table?
    If so, you can create one workflow to populate these two fields with value from instrument table automatically.
    1.Go to Settings > process to create one workflow on case table:
    2.Add condition and action:
    3.Save and active it.

    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,986 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans