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Using fetchxml I have an account name and a secondary name but I want the secondary name to override the account name if it contains data. Is there a simple way I can do this using fetchXML. The data is used to dynamically populate a lookup on the D365 portal
Thanks G
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In liquid you can use client script code to manipulate your entity form fields. if you have alread tried it, share it here for checking.
Since i am dealing with Portals and Liquid I will have to retrieve the account name and secondary name and the used liquid to override the account name if the secondary name exists to populate my dropdown which will be a mixture of account name and secondary names
Hi,
FetchXML is used to retrieve the data. To update the data, need to write some custom logic using either of the following - Workflow, Plugins, JS etc.
I guess for you the best option would be to use a real time workflow on account entity which triggers on create & onchange of secondary name. Within that workflow, you can update the account name with secondary name.
Hope this helps.
Hi
I believe there is no way to do it on the fetchxml. You can fetch both data (primary and secondary), then on your logic if the primary is null, you pick the other way.
Hi,
Can you share some more details what you are trying to do, you can write JS/Jquery code to set field value on the portal but you can share some more details it will help.
Hi,
First,which method you would like to use? workflow, plugin or etc?
You can create a workflow to do that, trigger on update and create, check if secondary name contain data, then create a update step to update the primary name.
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