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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to retrieve and sh...
Customer experience | Sales, Customer Insights,...
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How to retrieve and show data in a field from another field?

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Posted on by DiCoDa 10

So I have this field Placement. 

pastedimage1669978506518v1.png

and I want it to be populated with the data from the initial placement, from here, this ID. Can it be done? I am quite new on dynamics and I read all week but can not seem to make it work.

pastedimage1669978795639v2.png

can anyone help or at least give a suggestion? 

Thanks

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: How to retrieve and show data in a field from another field?

    Hi DiCoDa, 

    Create 'Workflow'/ 'Power Automate'. Below are the steps for the workflow

    1. Navigate to the advanced setting from the make.powerapps.compastedimage1669979710575v1.png
    2. Navigate to Processespastedimage1669979749831v2.png
    3. Click on Newpastedimage1669979785380v3.png
    4. Create Procespastedimage1669980282151v4.png
      1. Process name: Column column value from the child table to the parent table
      2. Category: Workflow
      3. Entity: initial placement
      4. Run this workflow in the background (recommended): It all depends on you. If you want immediate results then disable it
    5. Click OK
    6. Add Step and then Update Recordpastedimage1669980370324v5.png
    7. Do not forget the power of these triggerspastedimage1669980410526v6.png
    8. Select the parent table from the listpastedimage1669980472161v7.png
    9. Click on Set Propertiespastedimage1669980517093v9.png
    10. Select Placement columnpastedimage1669980558611v10.png
    11. In the 'look for' select the mapping columnpastedimage1669980586969v11.png
    12. Click on addpastedimage1669980632314v12.png
    13. Click on OKpastedimage1669980649487v13.png
    14. Click on Save and Closepastedimage1669980675699v14.png
    15. Activate the workflow

    The second option i to create a new rollup column

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