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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 Portal We...
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Answered

Dynamics 365 Portal Webform Steps - Prepopulate Lookup from step before

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Posted on by Dy365Fan

Hi

I have a Portal for our D365 CE. Portal User can manage there own company and contacts. Additional we have a  custom "Contact-Role"-Entity to mange Many-to-Many Relationship between Contacts and Account (we need this because the OOB-N:N soultion is not enough for our requirement).

In our Portal we have a Webform starting in Step 1 with creatin a new contact (after step 1 the new contact is created).

In Step 2 the user should assign role to account with our custom N:N Entity:

pastedimage1595236618500v1.png

Prepopulate the Organisation are working with "Metadata". But i cant prepopulate the Contact (Person) just created in Step 1 before. Is there a way fo fill "Person" with the just created Contact?

Thx for help.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dynamics 365 Portal Webform Steps - Prepopulate Lookup from step before

    Hi partner,

    You could raise a ticket to Microsoft about this situation for more details.

    Regards,

    Leo

  • Dy365Fan Profile Picture
    Dy365Fan on at
    RE: Dynamics 365 Portal Webform Steps - Prepopulate Lookup from step before

    Hi

    Entity Reference worked, but prepopulate the lookup field not working. After saving the lookup field is correct filled with the created contact in Step 1. But why prepopulate is not working (i have checked the option and cleared the portal cache)? Bug maybe?

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dynamics 365 Portal Webform Steps - Prepopulate Lookup from step before

    Hi partner,

    You could try this way.

    Go to web forms and set the source type as "Result From Previous Step".

    pastedimage1595319489378v1.png

    And go to Entity Reference enable the populate lookup field.

    pastedimage1595319544866v2.png

    Regards,

    Leo

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