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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to add an address ...
Customer experience | Sales, Customer Insights,...
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how to add an address field to a new entity

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Posted on by hlynn11 35

We have an address field on the main account form but I am creating a new entity for another sister company and I want to pull in the clients street info on the form when the account is selected. I created a field called Street and address1 street 1 on the field but when I look up and select an account on that new entity form the address is not pulling in. It shows up on the main account screen as separate fields listed as street, city, state, zip fields. those are populated on my test account so when I pull in that test account on my new entity form why won't it pull in the address? Please help me understand and properly pull in the correct fields.

  • gdas Profile Picture
    gdas 50,085 on at
    RE: how to add an address field to a new entity

    Please close the thread by click on "Yes" ,if you feel the answer is helpful.

  • hlynn11 Profile Picture
    hlynn11 35 on at
    RE: how to add an address field to a new entity

    this was extremely helpful! thank you so much! It worked!

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: how to add an address field to a new entity

    Hi,

    You dont have to create new fields in the custom entity, you can do with Quick View Forms which is easiest way to display parent entity data in the child record when for selected parent lookup. So create  a quick view form in the Account entity and include fields in the forms as per your needs . Once forms is ready you need to add the quick view forms in the custom entity forms using  Account lookup reference. Read below blogs for more information -

    www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

    In addition if you want to display in the lookup itself ,in that case you can display only maximum three fields , so to overcome this issue you may refer my blog.

    goutamdascrm.wordpress.com/.../

  • hlynn11 Profile Picture
    hlynn11 35 on at
    RE: how to add an address field to a new entity

    so currently my main account form is set up like this: And upon the company name look up field it will show the city pulling in (to differentiate other locations with same account name) but when I create new field called City on my new entity form nothing pulls in even though a city is entered for the account below.

    pastedimage1573572381828v1.png

    pastedimage1573572473112v2.png

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: how to add an address field to a new entity

    Hi,

    How do you retrieve the data from the account you select on the new entity's form?

    Regards,

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