Data Mapping

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Hi,

I have a requirement, Entity A -> I have a lookup field through which i can create New Record for three other entities. When I search Test in lookup field and click New Record, it opens a quick create form and I enter the details and save the record. The issue is, whatever i enter in lookup field it should show in first name field og the quick create form. I know i need to do data mapping. I tried it didnt work. Also I couldnt see the Mapping Tab in the Solution Explorer.

How could i achieve this???

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LuHao 40,892 on at

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Hi partner,

Mapping is not available for New record from the lookup field.

It only works when you create record from a sub-grid.

For the way to achieve it, please refer to these threads.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/371078/populate-values-in-quick-create-form-from-parent-form

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/371017/how-to-autofill-quick-create-contact-form-from-main-lead-form

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Thank you for your reply.

community.dynamics.com/.../how-to-autofill-quick-create-contact-form-from-main-lead-form

I have similar kind of issue. in account form i have a lookup which creates +New Record for Contact. I understand i couldnt do field mapping because both are different datatype whichis not achievable. But somehow it was done by my predecessor. Can you please help me?

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Hi @Lu Hao, I understand its a default dynamics behaviour that when i search and get opened the quick create form. the searched data is getting pre populated in lastname field, where the lastname cannot be empty so the reason.

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