Auto populate the lookup field

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Posted on by Community Member

Hi,

I am new to CRM . I created a two entities called (new_university) and (new_student),

In new_student entity i have a fields called University ID which is plain text filed and University code Which is a lookup field and in new_university entity created a field called University ID (plain text).Now the problem is when i enter the student_university ID(plain text) in new_student entity it should compare with University_University ID (plain text) .if it equals, the value should be set to the lookup field in student entity(University code). i tried to do with workflow but it is not working

My workflow conditions:

If student_university ID equals to university_university ID ,then

Update student_university code

so, I am trying to do with Java Script ,but i am new to java script

Can anyone help me to achieve this

Thanks in Advance

John Adrew

CRM Developer

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Abdul Wahab 12,085 Moderator on at

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RE: Auto populate the lookup field

Hi John,

You can able to do it through custom workflow, plugin and JS. Kindly follow below steps to do it in any way:

1. Retrieve student entity and filter it through university Id.

2. If you have record count is equals to one.

3. Fill out your desire lookup field.

If you have any query do let me know.

Thanks

Regards,

AW
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Aric Levin - MVP 30,188 Moderator on at

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RE: Auto populate the lookup field

Take a look at the following.

It contains the steps, sample code and a sample solution you can download.

I saw multiple requests for the same this week, so decided to write something up...

community.dynamics.com/.../populate-lookup-field-based-on-related-entity-value

Hope this helps.
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RE: Auto populate the lookup field

Hi Aric ,

Thanks for reply,

I tried using REST Builder . but the thing i am not able to compare the values from 2 different fields and i am very new to java script . i am not able to retrieve the value from university Entity with out any entity reference ,

Thanks
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Aric Levin - MVP 30,188 Moderator on at

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RE: Auto populate the lookup field

Take a look at the following:

community.dynamics.com/.../263071

I think this is a very similar question which might provide you an answer for what you are looking for. At this point it is not yet verified, but I think the answers you see there should give you the right approach on how to implement this.

Basically you need to use SDK.REST to retrieve the data from the related entity, and get the Guid of the entity you are looking for, and then populate the lookup field from the value you retrieved from the REST call.

Hope this helps.