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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set Lookup Id a...
Microsoft Dynamics CRM (Archived)

How to set Lookup Id after record creation in Ms CRM?

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Posted on by pradeepnaga 5

Step : 1.-  I have created Entities a. Hospital  b.Doctor c. Patient Above age 60 d. Patient Below age 60.

Step :2 - By calculating age of Patient , The Record should in Patient Above age 60 either Patient Below 60. 

Step :3 -  I have given  lookup  relationship of   Doctor in Hospital Entity, and evenly created for i have created Lookup Doctor in Patient Above 60 & Patient Below 60.

step :4  - Doctor Lookup should be Set in Patient Entities while creating record.

I have done up to Step 3, But I Stuck in Step 4.

Can i Please Give Me Suggestions. Thanks in Advance.

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  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,229 on at
    RE: How to set Lookup Id after record creation in Ms CRM?

    Hi pradeepnaga,

    I would suggest you to create pre-operation plugin on create of patient entity.

    While creating record simply pass doctor lookup as parameter to context based on your condition.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: How to set Lookup Id after record creation in Ms CRM?

    Hi Pradeep

    Assumption 1: you are adding patients from hospital record

    Go to settings>>Hospital entity>>expand>> 1 to N relationships>> Open relationship with patients

    On top left navigation you will see 'Mapping'>>click here and map doctor field of hospital to doctor field of patient.

    Now everytime you create a patient from hospital, doctor lookup will be auto-populated.

    Assumption 2: you are adding patients from doctor record

    Go to settings>>Doctor entity>>expand>> 1 to N relationships>> Open relationship with patients

    On top left navigation you will see 'Mapping'>>click here and map doctor/primaryid field of entity to doctor field of patient.

    Now everytime you create a patient from doctor, doctor lookup will be auto-populated.

  • TNS Profile Picture
    TNS 1,195 on at
    RE: How to set Lookup Id after record creation in Ms CRM?

    Hi,

    If I am right you want to fill up doctor lookup field which is in patient entities form when the patient entities record get created.

    So can you tell how you are creating patient entities records like by workflow,plugin and by which condition you will choose doctor entity record in patient entity form.

  • pradeepnaga Profile Picture
    pradeepnaga 5 on at
    RE: How to set Lookup Id after record creation in Ms CRM?

    Can Give by using Javascript or Workflow

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