Autofill Fields from another entity

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Hi experts,

In my project service entity form I have created a field "Primary Contact" which is a lookup from the contact entity. I also created a field called "Phone Number".

Now, when the user selects the contact from the lookup field, I would like the phone number field to automatically be populated corresponding to that contact.

How can I establish this without coding? Also, I would like for the field to populate on selection of the lookup and not on save of the form.

Thanks,

Jon

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nfernandezba 210 on at

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RE: Autofill Fields from another entity

You don't need any code. The phone field has to be a calculated field. Then you can configure the calculation to be the same as the Contact's phone.

Regards,

Nicolás.

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Preeti Sharma 2,678 on at

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RE: Autofill Fields from another entity

Hi,

You can achieve it using javascript. Please check below link:

community.dynamics.com/.../228382

Thanks:)

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Aman Anvaria 306 on at

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RE: Autofill Fields from another entity

Hi Jon,

You can create a Quick View Form for contact entity and add it on Project Service Entity.

Please refer this link:

[View:~/crm/b/magnetismsolutionscrmblog/archive/2017/09/14/how-to-add-a-quick-view-form-in-microsoft-dynamics-365:320:50]

Mark this Answer as verified if it helps.

Thanks and Regards,

Aman Anvaria

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Radu Chiribelea 6,667 on at

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RE: Autofill Fields from another entity

Hi Jon,

You can check if creating Business Rules will help you meet your goal.

Please see a similar thread: community.dynamics.com/.../188139

Additional Info: technet.microsoft.com/.../mt826761.aspx

Hope this helps!

Radu

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