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What script would I write that pulls the State value at the Account level in to the State field on the Contact form when creating said contact?
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Hi Stanton,
have a look here:
community.dynamics.com/.../107172
There is a good example from Jason Lattimer there. Might not be exactly the same field, but you'll see how it's done.
PS. You might also use relationship mappings, but it will only work when adding a new contact to a subgrid on the account form (not when selecting account lookup directly on the contact form).
Thanks Alex, this needs to run on creation though and not OnChange. As I understand it there is no JScript function for OnCreate.
You're correct in your PS, this only needs to happen when a contact is created from the "subgrid", contacts related to the account. Are you suggesting I create a workflow to do this? If so, my only hesitation is that the workflow will not run until after the contact is created, I want users to be able to see the address fields filled out before they create the contact.
Thanks for taking the time to read this.
have you looked into the mappings?
crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records
It's probably what you need in your scenario.
To answer your other questions:
- If it's CRM 2011, then you are correct about those issues with the wrofklow. In the later version of CRM you can have real-time workflows
- As for the OnCreate, there is "OnSave" event handler you can define for a form and,
then, you can use a javascript there. Still, have a look at the mappings..
That did it, I was not aware of that customization option. Thanks Alex!
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