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Pre-populate look-up fields from a parent entity

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Hi there,

We're looking at how to manage communications with supporters. Our supplier's development does not meet our GDPR requirements and we've hit a stalemate.

Our structure is that we have a parent record "Preference Declaration" which records the source of the supporter's communication update. It has a customer ID look-up field which is prepopulated with the customer when created from the customer entity.

The Preference Declaration then has a 1:many Consent and Subscription entities hanging off it as child entities; these entities also have a direct link to the Customer record also, but cannot exist without a Declaration record.

Upon clicking on Add new Consent or Add new Subscription, it obviously opens a new form which has fields from the parent Declaration completed (name of Declaration, Source and Source Campaign), but it doesn't prepopulate the Customer the fields.

Is there a way to build a Flow or something which pulls the Customer data from the Declaration into the Consent and Subscription records, without requiring users to enter it again?

Thanks!

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Hi Rachel,

As you mentioned above, customer entity is Account or Contact or both them (customer data type).

The Preference Declaration and Customer is N:1 relationship and Preference Declaration and Consent/ Subscription is 1:N relationship.

What you want is that populate child record lookup fields with the value of parent record, right?

Here are steps. (In my example, I test with customer data type)

1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an Automated flow.

2.Add ‘When a record is created’ as trigger.

3.Add ‘Get Record’ action.

4.Add ‘condition’ action.

(1) In ‘Yes’ branch, add ‘Update a record’ action with accounts type.

(2) In ‘No’ branch, add ‘Update a record’ action with contacts type.

Note: if your customer is just account or contact, you don’t need add condition, add 'update a record' action directly.

5.The overview of the flow:

6.Test.

(1)Clicking on Add new Consent, it will open new form.

(2) Clicking Save button and wait several minutes to refresh page, the field will be filled automatically.

For the Subscription, you refer aboved same steps to create the flow.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

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