Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Auto filling fields within a composite field

Posted on by 45

I am trying to auto fill the Company address composite field which contains streets 1/2/3, City, State/Province, Zip/Postal Code, or Country/Region. I would like to auto fill this composite field from an existing account which i have a workflow set up to handle the auto fill for each field.

There is also a hidden address 1 field that appears when populating the account field with an existing account.

How can I go about auto filling either the company address composite field or its individual fields on the new lead or use the hidden address 1 field to populate the new account that is created on qualify lead.

leadCAAutoFillOnCompositeFieldForum.PNG

Thanks

Joe

*This post is locked for comments

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Auto filling fields within a composite field

    One more option (once you go to Unified Interface), is create a PCF control for the address. Andrew Butenko build a sample and you can probably extend it to fit your needs.

    pcf.gallery/.../

    Hope this helps.

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Auto filling fields within a composite field

    Hi,

    If you want to populate the composite field on the form when existing account is selected, then you can populate it in a jscript code. Otherwise you can create a WF to populate the fields.

    If you populate the fields (like address1_line1, address1_postalcode, address1_city, etc), the system will populate the composite field.

    Regards,

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Auto filling fields within a composite field

    Hi partner,

    Could you explain in detail the relationship between the fields Account, Address1 and Company Address?

    How do I fill in the fields Address1 and Company Address when I populate the field Account?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans