Auto populate contact email to Entitlement form

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Posted on by Vness

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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

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a33ik 84,331 Most Valuable Professional on at

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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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LuHao 40,892 on at

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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.

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Vness 129 on at

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Thank you for all the options.

I went with the calculated field and it works a treat.

Appreciate the help.

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Vness 129 on at

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Thanks for your response - this is the option I went for.

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