web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to prefill customer in Quick create form

(0) ShareShare
ReportReport
Posted on by

In Appointment entity I have a relation ship with Customer Application "One Customer application TO many appointments". When a user add cusotmer application from appointment via Quick Create form I want to pre-populate Customer lookup field from appointment yo Customer. 

I dont want to use local storage for that and I think its not possible via relationship mappings either.

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Furqan,

    One Customer application to many appointments, so Appointment and Customer Application have N:1 relationship, you want to get value from child records to populate parent record.

    Relationship mapping is really not feasible, and you mentioned that you don't want to use local storage.

    From your screenshot, Customer lookup is not required on the quick create form, so you can create Customer Application without populating customer lookup firstly.

    Then you can use workflow/flow to populate it automatically after saving the customer application record

    Because that customer application lookup on appointment will be populated after saving the customer application record, then you can update the record.

  • Furqan Majeed Profile Picture
    on at

    can we achieve it with Javascript ? or a workflow on load ?

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Furqan,

    Both are available. 

    If you want to keep it simple, workflow is a good choice.

    Create one workflow on Appointment entity, start when record is created or record field(customer application lookup) change.

    Add conditions to check if the customer application query and customer query fields have values.

    Update customer application record with value from appointment.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

#3
ManoVerse Profile Picture

ManoVerse 53 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans