Can I pull through a value to an entity form from another related entity record, twice removed?

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Posted on by Oliver_McErlane

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Hi,

I have an entity Case, it has two different child entities, Mentoring and Financial Details

On each Mentoring record I want a field called "FD figure" that I want to populate from a value from a field in the parent case's financial details record. i.e Mentoring >> Case >> Financial Details

Is this possible?

Thanks you for your time,

Ollie

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RE: Can I pull through a value to an entity form from another related entity record, twice removed?

Hello,

This can be done with javascript by requesting the Financial Details entity with a filter on caseid.

See Xrm.WebApi.retriveMultipleRecords and setValue()