I have a field called blueton in account entity , I also have a custom entity called Phones. And inside that I have a form called "phone calls". I want the Blueton field to be visible in the file explorer of the form "phone calls". I am neither supposed to create a field nor use a lookup. Then How is it possible, can anyone please tell me.
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If I am not wrong , are you talking about lookup filtering . If yes then please refer below -
www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter
If you want add , remove fields in lookup view then take a look below article -
www.c-sharpcorner.com/.../selecting-lookup-view-dynamically-using-javascript-in-dynamics-crm-365
Hello Aric,
Can I ask you a question please. In the look up field, I see the whole entity, instead of that is it possible to just see one particular field and not the whole entity when the magnifying glass is clicked in the lookup field. Hope you see this message.
I think I will try that, Aric, Thanks
Hi,
Not sure what you mean by import entity.
The link that you provided is not the solution that I was talking about.
To add the field, you need to go to the Phone Call entity, expand the fields, and a the blueton field there (containing the same metadata as the blueton field in the account entity).
After you do that, go to the relationship between account and phone call, and in the mappings map the blueton field from account to the blueton field in phone call.
Hope this helps.
Hi Aric, I was following one of your suggestions and found the advice -- community.dynamics.com/.../253717 Here the steps you said sounds good to me however, when i click on the phone entity and click add subcomponents, i do not see anything there, can you please tell me.
Hi Aric, may you tell me how to import entity please, that could help me resolve the problem
Quick View inserting seems to be easiest and I tried that. But after I select related entity as contact and quick view form, I still cannot see the required field name
Can you please tell me what else I need to do to get the required fileds listed in the file explorer window.
Hi,
You have a few choices, which some were already mentioned.
You can create a quick view and display the Quick View inside your phone calls entity (based on the mapping of the account entity).
You can also create the field in the Phone Call Entity (not sure if this is the Out of the Box one or not, but I think you are using a Custom one), and then using the 1-N Relationship between Account and Phone Call, set the Mappings of the field, so that when a new Phone Call is created the BlueTon field will be automatically created as well.
This does not work for updates. You can create a Workflow on the Change of the BlueTon field of the Account Entity to Update the related child Phone Calls. This is not an out of the box Workflow, you will need to create a custom workflow. Some of the Workflow Tools that are available out there that can assist with that (links below):
butenko.pro/.../ultimate-workflow-toolkit-v1-5-0-0
github.com/.../Dynamics-365-Workflow-Tools
There are other ways such as using Web Api, so which approach you choose is up to you.
Hope this helps.
From Account and Contact entity , I have to get 2 fields included inside phone call form, and this phone call form is inside phone entity. When I select the phone call form and go to design of the form. I am not finding those 2 fields from Account and Contact. But I have imported all fields , views etc from 3 entities as displayed in screen shot. I tried quick view also but that 2 fields - say 123 and abc from account and contact entity never appears :(
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