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How to make primary name field a concatenation of other fields

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Posted on by Junius01

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Hello everyone

I have created a new entity named 'Project'. The primary name field of this entity needs to be the concatenation of 3 required fields. The 3 fields can be updated, so when the record gets updated, the primary name field should also.

How can I accomplish this? I have already made my entity, and during my entity's creation, I was unable to make the primary field a calculated field.

We are not allowed to use Business rules. Maybe a workflow that triggers on create and update of those fields? But how would I go about that?

I'm fairly new to Dynamics. Any help is much appreciated.

Thanks in advance

Junius

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a33ik 84,325 Most Valuable Professional on at

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RE: How to make primary name field a concatenation of other fields

Hello Junius,

There are multiple ways of achieving your requirement.

You can use JavaScript/Plugin/Workflow/Power Automate Flow.

Everything depends on your requirements.

If you want to see changes immediately you will have to go with JavaScript.

If you want to implement it easier - then go with Workflow, don't forget to mark the Name field as not required to allow save operation with no field populated.

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