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I want to take the value of a lookup field on Case entity and copy that to a list view (Associated CI Tab on Case entity)

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Amit Katariya007 10,203 Super User 2025 Season 1 on at

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RE: I want to take the value of a lookup field on Case entity and copy that to a list view (Associated CI Tab on Case entity)

Hello Bigred,

Can you please confirm below questions ?

when populating the Lookup value in the "C1" field it should be also available on the "Associated C1" Sub-grid Automatically?

If yes then is it possible that you will have more than 1 Record in the "Associated C1" Sub-grid ?

Also if you have more than 1 record in "Associated C1" Sub-grid then what will be the Value in "C1" Lookup ?

Can you let me know what is the relationship type for the above C1 Lookup with contact Like 1:N, N:1 , N:N ?

Thank you,

Amit Katariya
Bigred57 55 on at

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RE: I want to take the value of a lookup field on Case entity and copy that to a list view (Associated CI Tab on Case entity)

Thank you for this response. I actually understand what needs to be done, I just can't seem to put the actual steps together. Could you possibly add some screen shots or steps to help get me started?
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Bipin D365 28,961 Moderator on at

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RE: I want to take the value of a lookup field on Case entity and copy that to a list view (Associated CI Tab on Case entity)

Hi,

You can achieve this with Real time workflow on create of Associated CI record.

You can also write JS code to auto populate based on Case lookup on Associated CI record.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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