web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Lookup Field Not Autop...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Lookup Field Not Autopopulated When Creating a New Record

(0) ShareShare
ReportReport
Posted on by Community Member

Hello,

Just did a side by side comparison with a user for adding new related records to an entity.

We have a sub-grid linked to Projects that in the classic interface allows new records to be added to the parent entity while in the parent record.  The new child records automatically reference the project because of the relationship created by lookup fields.  

In the new interface a quick create form opens and navigates away from the parent entity. How can this be avoided?  It creates extra work for the users who now have to manually link the project to the child record.

Thanks,

Beth

I have the same question (0)
  • Verified answer
    Henry J. Profile Picture
    Henry J. 5,237 on at

    Hello Beth,

    Can you check that the project and child entity, and especially the child entity Quick Create form are also part of the app you are using?

    Because the relationship is filled with my experience of the Unified Interface.

    So any child record to a project has the "Project" lookup filled.

    Henry

  • Community Member Profile Picture
    Community Member on at

    Hi Henry,

    Thanks for responding. I checked the entities and the quick create form as you suggested.  The problem was the account name (customer) field was missing from the quick create form.  Added that on and all is good now.

    Thanks!

    Beth

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 55

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans