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Customer experience | Sales, Customer Insights,...
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Prefill Lookup on form in Portal

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Posted on by 192

Hi 

I got a problem on a case form. I start from a web page which only has a list view of the entity customer assets. I can open a single customer asset to see the detailed form of it. on that form there is a button "create related record" so i can open a case directly on it. now the problem is the custom lookup field on the case entity isn't prefilled with the customer asset.

Is this even possible?

pastedimage1602676887789v1.png

This is how it looks atm and the third lookup should be filled.

best regards

Manuel

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Prefill Lookup on form in Portal

    Hi Partner,

    If you mean you want to prepopulate the lookup field value , it is possible.

    1.Go to Portal Management->Entity Form->find the entity form you need, and go to "Metadata" tab,create a new metedata for your lookup field.

    pastedimage1602747423329v1.png

    2.Set its default value in Prepopulate section.

    pastedimage1602747636029v2.png

    You should enter the look up record id here.

    Regards,

    Leo

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