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Microsoft Dynamics CRM (Archived)

365 - Populate a field from a selection in a look up

Posted on by 355

Hi

I have an entity, 'History' with a look up to the client ID from the client entity, also I have a text field for the client name on' History' that I would like auto populated when the client ID is selected.  How can this be invoked without code? 

Regards Darren.

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: 365 - Populate a field from a selection in a look up

    Darren,

    Customize Quick View form and add all the fields from entity you want to be shown. Don't forget to publish form before testing changes.

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at
    RE: 365 - Populate a field from a selection in a look up

    Thanks Andrew, I have added a quick view form but it only show the client ID, not the other detail?  I'm confused.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: 365 - Populate a field from a selection in a look up

    Hello Darren,

    As for me Quick-View form is what you are looking for - you don't even need to have that additional field in your entity.

    But if you want to have that field anyway and populate it without code - workflow is the solution for you but it will populate the field only after you initiated save of the form.

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