Map values from Child Entity to Parent Entity real time

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Hi everyone!

I have this request.

I have created a Package entity which has the fields Number of Visits. On my Case entity i have a lookup field on the Package Entity and a field Remaining Number of Visits.

What i want is when i choose the Package from the lookup , to map the value of Number of Visits to my Remaining Number of Visits field on my case. Although i have done this with a workflow , it won't show the value real time like Javascript. It requires a number of refreshes to bring that value.

Is there a way to do this and display the value instantly ?

Thanks in advance!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Have you considered usage of Quick View forms? In that way you can avoid creation of additional fields and synchronization of data.

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The reason why i'm using a lookup field is because i want to users to add only one Package. With Quick View forms that would mean i have to create a Subgrid . Also i want later one to reduce that number of remaining number of visits when a service activity is mark as completed. I think there is no way to interfere with the fields in a subgrid using a workflow.

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a33ik 84,331 Most Valuable Professional on at

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I'm really sorry but there is no direct relation between subgrid and quickview form (or may you know something I'm not aware of). Those components are 100% independent. The sense of quick view form is to give user ability to see in that quick view form representation of parent entity selected in lookup.

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Can you please explain me how to do that from a Lookup field?

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a33ik 84,331 Most Valuable Professional on at

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Following video describes how to work with Quick View forms:

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Thanks for your help !

I will have to see if this works for my case. This will only show the fields from another entity , what i would like to do is to map a field from Child Entity to Parent , and then change that field on the Parent Entity to a value i want.

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a33ik 84,331 Most Valuable Professional on at

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Ok. If you want to map - then you can use Real-Time workflow to map those values.

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Another way is to create a custom button on child opportunity and use pass parameter , to pass parameter fetch the record from parent entity field you will select in opportunity and pass values(stuff) to those fields in parent entity ....

pass parameter: msdn.microsoft.com/.../gg334375.aspx

fetch:

arunpotti.wordpress.com/.../get-lookup-id-text-entityname-in-crm-using-javascript

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