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Microsoft Dynamics CRM (Archived)

State/ Province Custom field

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Posted on by

Hi all,

I am using the State/Province picklist as a custom field in Account entity.

Usually the outofbox crmm when we add a contact from account subgrid it autopopulates the contact address.

With my custom puicklist  I am not sure how would I achieve the same functionality that outofbox gives.

Any help is appreciated.

Thanks

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  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi Sam, there are various ways of achieving this, but the simplest way without code, if you just want the contact to have the same value for the option when it is created as the account is to add a field Mapping on the optionset from the Account to the contact relationship

    I recommend you create a Global Optionset and use that in the Account and Contact for the following reasons;

    • Both fields must have the same datatype and format

    • If the fields are text fields, the target field length must be equal to or longer than the source field length.

    • If the fields are option sets, the integer value for the source option should match the integer value for the target option, otherwise the option set values will appear to map incorrectly.

    • A target field can only be mapped to one source field. If you want to modify the mapping, delete the existing mapping and create a new mapping.

    • A source field can be mapped to several target fields.

    • Only the editable fields that are published on the form of the source entity can be mapped.

    Create or modify the entity relationship field mappings, perform the following steps:

    1. Solutions, Entity

    4. Click on the 1:N Relationships area.

    5. Above the actions toolbar, in the Type field, select Mappings.

    6. Double-click on the mappings relationship in which you want to create or modify the mapping.

    7. In the Relationship form, select Mappings.

    8. To modify an existing field mapping, delete the existing field mapping and then create a new field mapping.

    9. To create a new field mapping, click on New in the action toolbar.

    10. The Create Field Mapping pop-up window shows all the source entity fields and all the unmapped target entity fields. Select the source entity field and target entity field that you want to map, and click on OK.

    11. Click on Save and Close to close the Relationship form.

    12. Entity relationship field mappings need to be published to take effect.In the Solution form, click on Publish All Customizations to publish your customizations.

    Hope that helps :)

  • Verified answer
    PS Profile Picture
    23,577 on at

    Hi Sam,

    You have of utilize Field Mapping feature of CRM.

    Go to settings>>Customizations>>Customize the system>>Expand Entity>>Account>>1:N relationship>>select the relevant one, where account is the primary entity and contact is related entity>>Click on new>>Map State of Account to State of contact>>Save and publish

    However, you have to keep in mind that you can only map data between same 'data type' of fields. For State/Province, its better to create a global option set and then map it.

    crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

    itsolutions.bdo.ca/.../using-field-mapping-in-microsoft-dynamics-crm-to-copy-data-between-associated-records

  • New Crm learner Profile Picture
    on at

    Hi Prashanth

    As suggested I have followed your steps and it worked.

    I mapped the field using field mapping for the Address global picklist to contact and Account.

    When I am creating a new Contact from Account as expected it is showing the value of the Address picklist in the Contact piklist also but when I opened existing contacts from Account it is not showing the Address picklist value in Contact. Please suugest If I missed out anything or any solution for this.

    Thanks

  • Verified answer
    PS Profile Picture
    23,577 on at

    Hi Sam,

    You are not missing anything. Since the existing records were created before you did the mapping configuration thats why they are not showing address.

    For this you will have to create an on-demand workflow which will update existing contacts. Following are the steps:

    Go to settings>>Processes>>New>>Follow the screenshots:

    6648.4.PNG

    4572.2.PNG

    Update the field, you want to update. I have taken OOB State/Province, you can take your custom state field

    7206.3.PNG

    Save & Close, activate your workflow.

    Now go to advanced find and apply the filter shown below; again I have taken OOB state field, you can take your custom field

    6648.4.PNG

    Click on results, select all records and click on run workflow, as shown below:

    0363.5.PNG

  • New Crm learner Profile Picture
    on at

    Thank you so much Prashanth

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