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Field Level Mapping

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Posted on by JHarvey

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Within our SANDBOX, we are adding custom fields to the WORK ORDER entity, then also adding the same field to the INVOICE entity. A new 1:N relationship is created in the work order entity and the 2 fields are mapped to each other. The custom fields are identical in size and type, and added to the respective forms. However, it's not working... data is entered into the custom field on the work order, the work is completed, but once it is POSTED to create the invoice, the new field is BLANK on the invoice. Can anyone offer direction?

How do we get data to copy to the invoice? (Secondary Issue, maybe related... How can we get the "related work order" to autofill into the invoice instead of using the "lookup"?)

Thanks in advance!

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RE: Field Level Mapping

Hi JHarvey,

Mapping field only works if you create the child records from parent context, through subgrid, or associated view or through custom ribbon. As a workaround, you could create a workflow to automatically populate this value.

Something like this:

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Fannie30 2,990 Moderator on at

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RE: Field Level Mapping

You could create a PowerAutomate to do this as well. Let me know if you want all the details

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JHarvey 108 on at

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RE: Field Level Mapping

I'm new to Dynamics, so any help is appreciated! I've been playing around in PowerAutomate and would love to hear more!

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Fannie30 2,990 Moderator on at

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RE: Field Level Mapping

There are some great training curriculum by Microsoft that you can look into:

docs.microsoft.com/.../

docs.microsoft.com/.../

I hope that helps .

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