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Microsoft Dynamics CRM (Archived)

Portal filling contact lookup automatically

Posted on by 105

i have two entities.

Contact and Profile.

when i click create profile i want the contact to autofill with the current logged in user.

3554.report.jpgis this possible to do?

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Portal filling contact lookup automatically

    Hi Omarrana,

    As suggested above, you need to add the entity form metadata to pre populate the attribute. You need to set it to 'Current User’s Contact'

    Check this link-

    community.adxstudio.com/.../entity-form-metadata

    Hope this helps.

  • Suggested answer
    Tino Rabe Profile Picture
    Tino Rabe 650 on at
    RE: Portal filling contact lookup automatically

    Hi Omarrana,

    check out the feature of Entity Form Metadata.

    It comes with a feature of pre-populating field values.

    Here you can choose to pre-populate the field with the logged in portal user.

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