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ReportHi all,
I require the selected contact email address to be auto populated from the contact record and be visible on the entitlement form.
Is there a quick win for this?
Advanced thanks
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Hi all,
I require the selected contact email address to be auto populated from the contact record and be visible on the entitlement form.
Is there a quick win for this?
Advanced thanks
Hi Vness,
Andrew's answer is very comprehensive, you can choose a solution that suits you.
In my opinion, the Contact Email field should only be used to automatically display data, without modifying it, and you need to solve this problem quickly. Then I recommend you to use the calculated field.
Delete the orignial Contact Email field and new it again, select calculation.
Then set the condition and action as follow.
Add the new Contact Email field to the main form.
Hello,
You have multiple options:
1. Create a Quick View form for the contact and place "Email" field there, place Quick View form on the entitlement form pointing to your "Contact" field - but in this case you will not have exactly the field on the entitlement but it will be the field from contact.
2. Calculated field instead of real field - dyn365pros.com/.../
3. You can populate field using workflow or powerautomate on create/update of the record but changes will be visible after change.
4. The hardest but the cleanest way - write JavaScript that will query email on change of contact and place it to the field.
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André Arnaud de Cal...
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Martin Dráb
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