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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using one field in mul...
Customer experience | Sales, Customer Insights,...
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Using one field in multiple forms

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Posted on by Vindiyani 20

I need to use 'area name' which is in 'survey' form in another form called 'person'. The users should have the ability to edit both the fields and the information that gets entered in one should reflect the other field. When you search the field in the solution it doesn't come up unless you go into the specific form. 

I know that the fields are basically columns of the table. From a database point of view you can't update a field of one table with a value of another unless you write a 'update' statement. But thought I'll check with you to see if this can be attained by other means.

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  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Vindiyani,

    Could you let me know business background that why do you want to have such feature.

    If relationship between Person and Survey is 1:N, then you could map 'area name' field of Person to the same field of Survey.

    When you create a survey from a person record, 'area name' of the survey will be copied from its parent person.

    https://readyxrm.blog/2017/02/01/dynamics-365-entity-field-mappings-explained/

    https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/302475/can-we-create-one-field-and-use-it-across-different-entities

    However, it only works when we do creation(person form > related > + new survey), if you want to the change of either parent or child record could reflect on field of related record, workflow or plugin is still required.

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