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Related field from related entity

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Posted on by julijazas

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?

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a33ik 84,331 Most Valuable Professional on at

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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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Bipin D365 28,983 Moderator on at

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Hi,

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

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julijazas 5 on at

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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?

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Bipin D365 28,983 Moderator on at

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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/.../

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