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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Related field from related entity

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Posted on by 5

Hi

I have 2 entities. Works and Tasks

in Works i have Work Category, Work name, Work price.

in Tasks i have Task Name, Work category(Lookup from Works), Work name(Lookup from Works), Task price(Decimal)

What i want to do is when on new task entry user selects Work name so the field Task price is autopopulated from related entity Works field value Work price.

How can i do that?

  • Suggested answer
    Bipin D365 Profile Picture
    28,961 Moderator on at
    RE: Related field from related entity

    Hi,

    In that case you need to write js code.

    docs.microsoft.com/.../retrieverecord

    You can also generate your code by using below tool.

    carldesouza.com/.../

  • julijazas Profile Picture
    5 on at
    RE: Related field from related entity

    Bipin Kumar

    I tried with workflow and it works fine but i would like to get that field popyulated on the fly so when user is creating a record he is able to see that field value before it is saved. then it is only JS i have to write?

  • Suggested answer
    Bipin D365 Profile Picture
    28,961 Moderator on at
    RE: Related field from related entity

    Hi,

    You can also use Real Time workflow to auto populate Price field from Work table based on Work Name

  • Suggested answer
    a33ik Profile Picture
    84,325 Most Valuable Professional on at
    RE: Related field from related entity

    Hello,

    The best way of doing it is to write a JavaScript that will read those field from Work on change of the lookup.

    You can query that data using Xrm.WebApi. In order to build the query you can use DataverseRestBuilder solution or plugin for XrmToolbox.

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