Hello everyone,
With reference to this post: (+) Set field value on another table automatically after record creation - Dynamics 365 General Forum Community Forum that was solved based on assistance, I have two tables linked as (Project Resource Table (1:N)-> Schedule table).
What I want to achieve is the below:
- When I click on a new item from the grid and from the Project resource table which is the parent entity, I would like to populate the project name and the resource name fields that are coming from the Project Resource ID field that is being populated automatically on the form of the schedule table which is the child entity and that Project Resource ID already has those two values assigned on the parent entity (Project Resource Table).
I have tried to filter the lookup field as below but it is not populating the values when I click new item directly from the sub-grid:
What is the best way to achieve the above? I am doing something wrong or it should be done in a different way?
I would highly appreciate if you can provide an example.
Best regards,
EBMRay
