Is there a way to grab a record name from another entity and pipe that into the lookup field on another entity/record?

(0) Share

Report

Posted on by USA80

2,645

Hello,

I have 1 parent entity and then 2 entities below that, that are setup side by side one another. I am wondering if there is way to grab the active record from Entity C, and pipe that into the lookup field on entity B (there will ever only be 1 active record for Entity C). Entity B on the record has a lookup to Entity C to pick a record to link to. I then want to be able to save the record as soon as that is done. So really, When someone creates a new record for B, it would pipe the information and then auto save the record right away before the user could do anything.

Can this be done? If so, how?

*This post is locked for comments

All responses (1)

Answers (1)

Verified answer

Arun Vinoth 11,613 on at

Like (0)

Report

RE: Is there a way to grab a record name from another entity and pipe that into the lookup field on another entity/record?

You can do that, basically when user clicks create new record - on form load you can pull the required data using web api & set the attribute.

Once set you can force save the form. Make sure you set all the other required fields as well.

community.dynamics.com/.../112726