web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Display field from one entity form on another

(1) ShareShare
ReportReport
Posted on by 37
I have a custom entity called "Agreements" where we store contract related data points in various fields. I would like to have some of those fields visible on the Opportunity form just for reference, so users do not need to bounce between forms when working on an Opportunity.
I've created an Agreement lookup field on the Opportunity so the user can lookup the Agreement related to the Opportunity they are working on. Once the Agreement is selected in that lookup field, I would like the additional fields to appear on the Opportunity with the data populated in those fields on that Agreement record.
To be clear, the user should not be able to edit the fields, it's purely for reference purposes. 
Is there a way to do this without javascript?
I have the same question (0)
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at
    Display field from one entity form on another
    Use Quick view forms. 
     
  • KA-21111713-0 Profile Picture
    37 on at
    Display field from one entity form on another
    The Agreement entity does not appear in the Lookup for quick view forms when I go to add it to my Opportunity form. I have a 1:N relationship so I'm not sure why it wouldn't appear. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 247

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 166 Super User 2025 Season 2

#3
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 164

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans