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Do lookupfields not pass data on submission for Real-Time Marketing Forms? I know it's preview - just seeing if it is just me.

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Posted on by johnnylawson

Hey all. SO I'm working with the real-time marketing forms and everything is working great for this form I made except - the lookup field passes this:

{"Id":"00000000-0000-0000-0000-000000000000","LogicalName":"account"}

to the field submission record. All the other fields pass just fine. IT's not putting the actual GUID of an account lookup into the submission field. In order to get the lookup to even be shown on the public facing form - I set the Marketing Services User Extensible Role to Read for account. I don't see any other documentation on any other permissions to set but my hunch is there is something else with security yielding a blank result like this.

Example: I select a secondary broker from the account lookup on the public form and it populates the data-value property on the input field.

Now I realize on this screenshot I don't show the secondary broker field, but I selected items for all the other lookups and the same result:

Head scratcher - anyone got any ideas? I can't exactly reach out to MSFT on this "preview" feature that comes with no support :-)

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DG_pbs 17 on at

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Do lookupfields not pass data on submission for Real-Time Marketing Forms? I know it's preview - just seeing if it is just me.

Hi,

I just encountered the same issue with a form in Real Time Marketing. Have you ever figured out the cause of this issue from January?
By now this is GA, so the problem shouldn't occur. Any idea or do I need to contact MS support?

Thanks and br,
David
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Leco Lv on at

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RE: Do lookupfields not pass data on submission for Real-Time Marketing Forms? I know it's preview - just seeing if it is just me.

Hi johnny,

I've done almost all the testing, but Since I'm using a beta version, I'm stuck in the release phase. Unfortunately, I am unable to test further. If you want to further confirm whether it is a bug, you could contact the Microsoft technical team. Any progress is welcome to share.

BTW, I also think this is a bug.
johnnylawson 90 on at

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RE: Do lookupfields not pass data on submission for Real-Time Marketing Forms? I know it's preview - just seeing if it is just me.

Thanks. Yeah, I can confirm outbound marketing is working fine. I am converting an outbound marketing form to Real Time. Things are slightly different on the tables there (they use Forms and prefix table instead of Marketing Form if looking in dataverse). The Real Time marketing forms are completely preview and you have to turn it on inside your environment I believe.

I think it's a bug right now for MSFT - a simple form with a simple account lookup form yields the blank (0000000...) id instead of the actual selected lookup id when looking at any submissions.

BTW I have the exact same version as you so we are good. Go to real time marketing.. channels.... forms.

In order to test the lookup - make sure you do the marketing security extensible role stuff MSFT lays out here:

Set up input fields for marketing forms (Dynamics 365 Marketing) | Microsoft Learn

Thanks for taking a look for me!
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Leco Lv on at

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RE: Do lookupfields not pass data on submission for Real-Time Marketing Forms? I know it's preview - just seeing if it is just me.

Hi partner,

Probably due to the different version, I didn't find "marketing form" in my real-time marketing. But when I tested in my outbound marketing, I didn't find the issue you said, test is lookup field.

Is it convenient for you to tell me your version number? So that I can continue testing for you.