You’re offline. This is a read only version of the page.
5
I am using OOB tables (contact and Account) and a custom (Application) table for one of my requirement. The requirement is to submit application from portal and later validated in D365. 1 account can submit many applications (1:N - Account:Application), Many contacts can be part of an account (N:1 - Contact: Account) and a contact can submit many applications (1:N - Contact:Application)
How to create relationships between these tables. I want to generate an application number once the form is submitted in the portal. The application should list all the details including account and the contacts.. How to achieve this.. ?
Hi Learner23,
We can place a custom form on the portal, and setting filters for the custom lookup fields can further reduce the number of results displayed.
We can also use list to display records from custom tables:
Hi,
Create new custom entity and create below fields in custom entity
Account lookup
Contact lookup
Application (custom entity) Lookup
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (