On load Java

(0) Share

Report

Posted on by Darren Hodkinson

355

When I create a phone call from an account record, the account number is populated in the phone form, I also have a client ID on the form (the client is one to many to account number), that I would like to auto populate. I understand this needs code, what should my on load java script look like to ensure the parent client ID populates? My Client entity is called A_Client with the field ClientID and in my Account entity is A_Account with account number filed AccountID.

Many thanks Daren

Categories:

Bots

All responses (1)

Answers (1)

Verified answer

Alex Fun Wei Jie 33,628 on at

Like (0)

Report
Copy link

Link copied!

Hi,

There are many solution, I would suggest you go for quick view form.

www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

If you are not comfortable with above solution, you can use workflow to achieve it, no code is needed.