Lookup field : create new record

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Posted on by Community Member

In the lookup field you can create a new record by selecting the New button.

Is there a way to pass data from the current form to the newly created form when there's a N:N relationship between current entity and newly created entity?

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T.I.A 1,760 on at

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are you looking for something like this? blog.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

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Yes but in my case there's a N:N relationship in between the 2 entities. (A-B)

On entity A I'm opening the lookup to B and click at the New button. In that new record of entity B I want to have a field X populated with the value of that field X on entity A. In customizations, mappings are not available at the N:N relationship.

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Kalpavruksh D365 CoE 2,545 on at

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Hi,

It is not possible to create a OOB mapping for N:N entity. You have to write a custom logic using Plugin/JS.

Please refer this thread- https://community.dynamics.com/crm/f/117/t/106613

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Yes I did already try that but I keep getting this error when querying the target, because I have to get the value of a lookupfield in the target entity to update I in the newly created entity.

Entity entity = service.Retrieve(target.LogicalName, target.Id, new ColumnSet(true));

Unexpected exception from plug-in (Execute): System.TypeLoadException: Inheritance security rules violated while overriding member: 'Microsoft.IdentityModel.Claims.ClaimsIdentity.System.Runtime.Serialization.ISerializable.GetObjectData(System.Runtime.Serialization.SerializationInfo, System.Runtime.Serialization.StreamingContext)'. Security accessibility of the overriding method must match the security accessibility of the method being overriden.

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I managed to do this with the Window localStorage Property.

Tested it in chrome, IE11 and Edge.

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