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Can we create a lookup for the particular column in the case entity ?

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Posted on by Prashant.ITT

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I have created a custom entity and I have a column called customer id. I don't want to fill this field as it should be automatically associated with the case number and whenever a case is created the applicant id will be the same as the case number. How can I do this?

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Community Member Microsoft Employee on at

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RE: Can we create a lookup for the particular column in the case entity ?

Hi Prashant.ITT,

Custom entity(child) and case(parent) is N:1 relationship,The 'customer id' is one lookup column for case in the custom entity?

" it should be automatically associated with the case number and whenever a case is created the applicant id will be the same as the case number."

So you want to create custom records automatically when you create one case, and the 'customer id' should be filled with case number?

You can use workflow to create child records when you create a parent record.

OOB workflow can't create child records, you need use 'Update Child Records' of Dynamics-365-Workflow-Tools

But lookup field displays the case title instead of the case number by default.

So you can create a new field to store case number or use quick view form to show it based on the lookup field.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Can we create a lookup for the particular column in the case entity ?

Hi,

You want to auto fill the lookup on Case Entity whose target entity is your Custom Entity?

Or you want to create New custom Entity with Case number and then auto populate the lookup on case?

You can easily achieve this with Power automate -

Trigger your power automate on create of Case -

Based on Case numer fetch Custom entity record using List rows action then set the lookup on case entity using Update a row by ID action.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Prashant.ITT 153 on at

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RE: Can we create a lookup for the particular column in the case entity ?

1. customer id is listed in custom entity

2. I have created a relationship N:1 i.e with customer id with the case.

3. it is customer id but i have written applicant id by mistake.
Community Member Microsoft Employee on at

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RE: Can we create a lookup for the particular column in the case entity ?

Hi Prashant.ITT,

1.Is the 'customer id' column listed in custom entity or case?

2.Is there a relationship between the custom entity and the case?

3.what‘s mean for ' applicant id'?