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Microsoft Dynamics 365 | Integration, Dataverse...
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Quick Create Form - Information Adopting

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Posted on by 80

Hello,

I have a question regarding the Quick Create form.

I have created one to create a new error that occurs on a plant. If I now enter a specific plant and want to create an error via Quick Create Case, the form appears.

But now I have to select to which plant this case belongs.

How can I set this so that this information is taken over and does not have to be entered manually?

I am quite new and have to learn the ropes, hope you can help me. Thanks a lot!

Will also appreciate references to learning materials in this regard.

  • danielst Profile Picture
    80 on at
    RE: Quick Create Form - Information Adopting

    Thanks, I will try that.

  • Suggested answer
    Nishkarsh Vaish Profile Picture
    335 on at
    RE: Quick Create Form - Information Adopting

    Hi,

    You can use mappings for relationships to set the details of plant while creating case from plant form.

    docs.microsoft.com/.../map-entity-fields

    Thanks

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