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Microsoft Dynamics CRM (Archived)

Copy the value from text field to look up field

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Hi,

Is there a way to copy the value from text field to look up field?(Custom Entity)

I have tried using the workflow but it did not work, Is there any other route to achieve this?

Thanks In Advance 

*This post is locked for comments

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 Moderator on at
    RE: Copy the value from text field to look up field

    Take a look at the following:

    community.dynamics.com/.../263071

    I think this is a very similar question which might provide you an answer for what you are looking for. At this point it is not yet verified, but I think the answers you see there should give you the right approach on how to implement this.

    Basically you need to use SDK.REST to retrieve the data from the related entity, and get the Guid of the entity you are looking for, and then populate the lookup field from the value you retrieved from the REST call.

    Hope this helps.

  • RE: Copy the value from text field to look up field

    Hi,

    When a user enters a value in our website that is updated in the "Code" field which is a text field.

    We want the information updated in the "ID" field which is a look up field for that code.

    We wanted the CRM to get the value from "Code" field to "ID" field.

    Do you this is this possible?

    36755.Capture.PNG

    Thanks

  • Suggested answer
    RE: Copy the value from text field to look up field

    Hi Pranav ,

    please show us a detailed example about result you want to achieve.

    Thanks

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Copy the value from text field to look up field

    Hi Pranav,

    basically there is no direct way of doing it.  if you use javascript or plugin in both ways- you will have to first search for the right lookup record using the text value and if you find it then you have the set the lookup field.

    you cant directly give lookup a text field as it needs a guid.

    regards,

    Rawish

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