Populating fields from a lookup

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Posted on by Z_Mike

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Hello,

I'm new to CRM 365. I have a Case form that looks up a Contact's full name and populates the contact lookup field on the Case form. Along with the full name, I would like the contact's address, phone, city and state values from the Contact form to populate those same fields on the Case form with the full name lookup.

Does this require field mapping?

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Answers (4)

Priyesh 7,396 User Group Leader on at

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RE: Populating fields from a lookup

Thanks Z_Mike! That's great.
Z_Mike 160 on at

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RE: Populating fields from a lookup

Priyesh. Sorry I didn't respond to you sooner. I cleared my browser cache and it worked. Thanks!
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Z_Mike 160 on at

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RE: Populating fields from a lookup

Ravi,

I cleared my cache and it worked. Thanks!
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RaviKashyap 55,410 Moderator on at

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RE: Populating fields from a lookup

Hi,

There isn't anything seems to be wrong in your workflow. It will trigger on create of Case records and populate the Address1: Street 1 field from Contact which is added as a customer. I think the problem is with the fields.

Can you share a screenshot of a case record for which you expected it to run and the related contact screenshot. I am suspecting that the street1 field doesn't have any values so even if it copies, it will be a blank value.

Hope this helps.
Z_Mike 160 on at

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RE: Populating fields from a lookup

Hi Ravi.

Here are my snapshots:
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RaviKashyap 55,410 Moderator on at

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RE: Populating fields from a lookup

Is the scope of your workflow is set to organization?

www.sherweb.com/.../workflow-scope-security-dynamics-365

If still doesn't work, please share screenshot of your workflow.
Z_Mike 160 on at

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RE: Populating fields from a lookup

My apologies for not responding sooner. I created the workflow again and set my address fields to populate based on the contact. It still doesn't populate the fields. Besides activating the Process, do I need to do anything else?
Priyesh 7,396 User Group Leader on at

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RE: Populating fields from a lookup

Sure Z_Mike.

Cheers and Happy New Year!!!
Z_Mike 160 on at

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RE: Populating fields from a lookup

Hi Priyesh,

Thank you for following up on this. I think the problem was that I selected the wrong fields for the record fields change event. I'll take a look at the issue tomorrow at work and let you know if that was the problem.
Priyesh 7,396 User Group Leader on at

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RE: Populating fields from a lookup

Hi Z_Mike, could you show me what went wrong with the workflow? I will try to help with that. :)