Assistance with creating mapping link between two separate entities

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Posted on by ETconsultant

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Hello friends

I have got my head around the concept of mapping using 1:N relationships. However, in practice, I'm finding there are obstacles to making it work.

Example;

I have a new field I created called 'Supplier Name' which exists in both the Accounts and Opportunities entities. Naturally what I want to do is, for any new Opportunity, choose the 'Supplier Name' on the job and have that linked to their 'Account' (ie. also 'Supplier Name' field).

In the new mappings section, my lookup field is this 'Supplier Name' field, and I've made sure the Display Name and Name both align to this field; but the error message I get is 'a field with this name already exists. Please choose a unique name'.

Isn't this the point of lookup though, to link two fields that already exist?

Is there another way to do this?

If someone could assist me in what I am doing wrong, that would be great. Thank you!

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Assistance with creating mapping link between two separate entities

Can you elaborate your issue with some more information like what you try to achieve?

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ETconsultant 150 on at

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RE: Assistance with creating mapping link between two separate entities

I have a new field I created called 'Supplier Name' which exists in both the Accounts and Opportunities entities. Naturally what I want to do is, for any new Opportunity, choose the 'Supplier Name' on the job and have that linked to their 'Account' (ie. also 'Supplier Name' field).

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Assistance with creating mapping link between two separate entities

Do you want to populate opportunity's "Supplier Name" field on selection of an Account ?

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ETconsultant 150 on at

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RE: Assistance with creating mapping link between two separate entities

Yes I want the supplier name on the Opportunity linked or mapped to the supplier name field on the account. Essentially this will enable which supplier accounts are associated with which opportunities. Hope that makes sense.

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Assistance with creating mapping link between two separate entities

You can achieve your requirement in 2 ways.

1. Create a JavaScript which will run on change of the Account lookup field, from that we will get Supplier Name of latest Account and populate on the opportunity.

2. Quick view form - Basically it will enable you to show related entity information in the main form. That means you can show Account Supplier Name field on the opportunity form and it will automatically update when Account will be changed(Because it is handled by the CRM internally).

Thank you,

Amit katariya

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ETconsultant 150 on at

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RE: Assistance with creating mapping link between two separate entities

Thanks for your suggestions. Java is out because I don't know how.

But option 2 sounds like it could be done. However I'm confused by why change needs to be made on Account supplier name?

Basically in the Opportunity form I already have Supplier Name field- I just want this to populate from looking up the existing Supplier Name populated fields in Account entity.

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Assistance with creating mapping link between two separate entities

basically when you will use the Quick view form, you will not need a new field on the opportunity form. Because quick view form help to show Account data in the opportunity.

Please refer below Blog which will help you to implement quick view form. Also it does not need any coding customization.

www.marksgroup.net/.../

Thank you,

Amit Katariya

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ETconsultant 150 on at

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RE: Assistance with creating mapping link between two separate entities

Thanks I will read that.

Why can't the traditional relationship mapping work between the two fields I've created? (supplier name in Account entity and Supplier Name in Opportunity entity)

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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RE: Assistance with creating mapping link between two separate entities

As you already given the answer, this fields are maintained Entity level that means the scope will be also entity.

Mappings will work when user will create a record from the Main entity for example lets say a user is trying to create a contact from Contact Sub-grid which is available on Account form during that time some of the common field will be auto populated on the contact form because of OOB Mapping.

it won't be possible without any customizations, to populate the data on related entity when It is created other than the main entity sub-grid,

Contact creation from Main Form : -

Contact Creation from Account : -

For the reference please refer below Microsoft Article.

Create or edit mapping between entity fields

Thank you,

Amit Katariya

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