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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Mapping address fields...
Customer experience | Sales, Customer Insights,...
Answered

Mapping address fields: Client to Quote Relationship

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Posted on by Jacob Klein 29

Hi again,

I'm having trouble properly configuring the relationship between Client and Quote. Each time the new Quote is created and the Client name is entered, I'd like the address fields to fill in automatically from the Client record. I use the default 1:N relationship (Parent:Client to Quote) and every field seems to be mapped properly there, but whenever I enter the Client name in Quote form, it doesn't affect the address fields. 

pastedimage1679321899068v1.png

Could you please help me find out what's wrong with the mapping? Thanks in advance for your suggestions.

  • Jacob Klein Profile Picture
    Jacob Klein 29 on at
    RE: Mapping address fields: Client to Quote Relationship

    Thanks again for your support. It worked.

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Mapping address fields: Client to Quote Relationship

    Hi Jacob,

    There is nothing wrong with mapping, it just has its own limitations:

    1) Data Mapping will populate the mapped fields automatically if the child record is created from the parent form.

    2) However, additional logic (Workflow, other) will be needed in order to populate the child’s fields if the child record is created directly as a new record.

    Here are the steps to create a workflow.

    1) Go Settings > process to create one real-time workflow on the Quote entity:

    pastedimage1679367118259v1.png

    2)Trigger--creation and fields change

    pastedimage1679368005453v2.png

    3)Condition--check if the client lookup field is filled

    pastedimage1679368496251v3.png

    4)Update record:

    pastedimage1679368619448v4.png

    pastedimage1679368745000v6.png

    5) Save and Active.

    pastedimage1679368646406v5.png

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