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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to set field value...
Customer experience | Sales, Customer Insights,...
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How to set field value in a Quick create form based on the lookup field

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Posted on by Jay33 6
I want to show/hide or set field values in a Quick Create form based on the lookup field calling the Quick Create form.

Want to know ways to open different custom quick create forms from different lookups

Could someone assist me with this, please?
Thanks!
  • Ram Prakash Profile Picture
    Ram Prakash 2,285 on at
    How to set field value in a Quick create form based on the lookup field
    HI,
     
    On Load of Quick Create based on the Lookup Get the value from the Parent Record using ODATA and you can implement the Logic for Show/Hide or Set value.
     
    Please mark as Answer if it is helpful and provide Kudos

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  • HeidiN Profile Picture
    HeidiN 49 on at
    How to set field value in a Quick create form based on the lookup field
    Agree with the other 2 replies, this solution requires custom code.
     
    You were **so close** to being able to use Business Rules.... And gosh do I love Business Rules. 
    If "based on the lookup field calling the Quick Create form" and "Want to know ways to open different custom quick create forms from different lookups" were not part of your requirements, you'd be rocking and rolling with out-of-the-box configuration solutions. 
  • Abhiram Thulasi Profile Picture
    Abhiram Thulasi 222 on at
    How to set field value in a Quick create form based on the lookup field
    Hi, 
    You can achieve this requirement using JS. Please refer to the below details to call quick create form of a table using JS.
    You may pass additional parameters based on your lookup values. 
     


  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to set field value in a Quick create form based on the lookup field

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