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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Adding a help link nex...
Microsoft Dynamics 365 | Integration, Dataverse...
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Adding a help link next to a field

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Posted on by Venkata Golla 30

Hello community,

I have a requirement to populate a help link next to a lookup filed on a form.

I have two tables named Project Type and Project.

A help URL is saved in the Project Type table against each project type.

When a user selects a project type in the project form, it should populate the Help URL as below.

pastedimage1669854444274v2.png

If the project type changed, the link should be updated before saving the record.


How can I achieve this?


Many thanks in advance.

I have the same question (0)
  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Where that help URL is taken from?

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Venkata,

    What app you are using in CRM?

    Based on your description, you need get one field value(Help URL) from parent entity(Project Type) based on one lookup field(ProjectType), then show it on the form of child entity(Project), Right?

    If so, you can add quick create form control on the form of Project, create one quick create form and only add URL field into it:

    pastedimage1669959205817v1.png

    Or you can create one new url field on the project entity, and make it field type is Calculated, then you can update URL based on lookup field(Project type) easily.

    pastedimage1669959683540v2.png

    Test:

    pastedimage1669960487934v3.png

    You mentioned that the link should be updated before saving the record, quick create form control can achieve it, calculated field must be updated after saving records.

    pastedimage1669960524827v4.png

    Or you can create simple url field, then use real-time workflow or javascript to update it immediately when change lookup field. 

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