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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal Form and lookup
Microsoft Dynamics CRM (Archived)

Portal Form and lookup

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Posted on by R89 135

Hi

I have a portal form that populates a field from lookup. Lookup displays product_id, product_description and product_family on clicking the lookup icon on portal form in a popup. On selection of a row from the popup it brings product_id into the portal form.

Is there a way to show on the portal form product_description + product_id + product_family. I still would like to send back product_id to the back end crm on submit.

Thanks for your help

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    I am assuming you are talking about portal entity form, you can use JS to retrieve related fields based on the ID, you can use entity list OData feed or can have a web template where you can use liquid to use fetchxml to query data based on the primary field and get related fields.

    Let me know if my understanding is not correct.

    Hope it will help you.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    You can use an OData query and jquery from your Portal code to retrieve the other values that you need from that entity, and using the id of the lookup results from the lookup control.

    In order to use OData you will need to create and Entity View, and make sure the OData checkbox is checked.

    If there is no need for you to retrieve multiple values, I would recommend setting the number of records to display to one.

    Hope this helps.

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