How to pre-populate Field value to another field from one entity to another?

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Posted on by nidnani

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Can anyone recommend the best solution on how to populate field data value from another field?

For instance, the lead address state/province has value "ON", then related account or any other entity state/province value is pre-populated to ON as well.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can write JavaScript using Xrm.WebApi to get the data from parent entity and using attribute's manipulation to set the data. Check following articles that could be helpful:

docs.microsoft.com/.../xrm-webapi

docs.microsoft.com/.../clientapi-form-context

docs.microsoft.com/.../attributes

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nidnani 285 on at

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Hi, Andrew thanks for the quick response. Can you provide an example of this?

I am still learning and an example will really help. I also subscribed to your YT channel in case you can make a video of it.

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a33ik 84,331 Most Valuable Professional on at

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You can check this - www.briteglobal.com/.../

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nidnani 285 on at

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Thanks Andrew i will take a look.

Also, could you please suggest any resource where i can learn CRM Development. I am not very familar with it.

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a33ik 84,331 Most Valuable Professional on at

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You can start here - docs.microsoft.com/.../

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nidnani 285 on at

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Hey Andrew, thanks for providing the link. I'll start learning that.

Also, I want to lock the form once all the values are saved with an exception on the field.

How can I do that? Should I be using JS web resources? If so can you guide how to use it and what to add?

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a33ik 84,331 Most Valuable Professional on at

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Generally speaking - yes, to lock the form down you can use JavaScript. What I'm not sure about is what do you mean with "exception on the field".

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nidnani 285 on at

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The form is integrated with other company, so whenever its saved then within few minutes an order number is sent from the other company and we consume that value. The number is mapped to Name field of the form.

And i would like to lock the form so no one can change values.

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a33ik 84,331 Most Valuable Professional on at

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Then use JavaScript in order to achieve your goal - stackoverflow.com/.../disabling-all-fields-on-a-form-in-crm-2015

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Wahaj Rashid 11,321 on at

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Hi,

You can also use Relationship Mapping to populate fields from Parent to Child Entities.

For instance, when you qualify a Lead, data is copied to created account and contact automatically (Address State as well).

In your scenario, Lead address is being copied to related account and contact.

You can add or update fields to the mapping, for instance for populating a filed value on Contact from Originating Lead:

Go to System Settings -> Customization -> Customize this System.

Expand Entities, select Lead Entity.

Click on 1:N Relationships.

Double-click on Lead - Contact relationship.

Now you see existing fields mapped, and you can also add new:

Please note, this only works when you create a child record form Parent records form.

For more advanced scenarios,as suggested by others, you can use flows, workflows and plugins.

Best,

Wahaj

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