Dynamics Community Forum Thread Details

Creating flow for creating post and populate fields

Hello,

I am new to working with flow and could use some assistance.

I have the Appointment table and when I want to create a related Meeting Notes (Custome entity) directly via the Appointment form, I would also like to populate some of the fields when creating a Meeting notes from Appointment.

Relation 1:N Appointment - Meeting notes

Is here anyway to solv this?

Regards

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Accounts or Contacts

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Sales

Hi Livan,

Flow? You mean power automate?

You mentioned: create a related Meeting Notes (Custome entity) directly via the Appointment form, I would also like to populate some of the fields when creating a Meeting notes from Appointment.

Do you want to create Meeting Notes automatically, or do you want to create Meeting Notes manually and then populate some values automatically?

1)Create Meeting Notes manually and then populate some values automatically:

Not using flow, you can use mapping feature to achieve it easily(mapping can only work when you create child(meeting notes) records from parent(appointment) record form).