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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to create an auto ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to create an auto populated field from Contact form to Leads form?

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Posted on by aguirrjo 2

Dynamics 365 Power Apps Model Driven App.

 

How to create an auto populated field from Contact form to Leads form?

 

I have two fields I created on both forms, and I also set up the mapping between the two entity forms, but they are lookup fields. Not sure if this affects them not being auto populate on the other form.

 

But I want to be able to fill out 'Contact' information and have it auto populate on Lead information. The mapping just doesn't seem to be working properly.

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    There are limitations to the mapping feature.
    --Only works when creating child records(lead) from the parent record form(contact).
    --You create one new lead from lead view directly and then select a contact, the mapping doesn't work.
      If so, additional logic (Workflow, other) will be needed in order to populate the child’s fields.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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