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Microsoft Dynamics CRM (Archived)

Automatically upload image to form based on field value

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Posted on by Microsoft Employee

Hi everyone,

I need to categorize my contacts. For this purpose I have a field with a drop down list. Furthermore this attribute should be visible at the best place on the contact form. Moving the mentioned field to the header was the easiest way but it was not welcomed. So I thought of adding the appropriate image that represents each category to the contacts. But I don't want to do that manually. Is there any supported way to carry this task out automatically, e.g. via workflow?

Maybe you have another great ideas how to handle my use case. I appreciate any suggestion.

Thank you so much!

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  • Clem Profile Picture
    Clem 2,541 on at
    RE: Automatically upload image to form based on field value

    Hello,

    Correct me if i'm wrong.

    You can to use the entityimage field to categorize the contacts ?

    Then you are good to go with a plugin or a custom workflow to associate the good picture based on the category since in a ootb workflow we don't have access to the entityimage field.

    Clément

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