Stop Auto Populating Lookup Fields

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Posted on by sitchey

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We have a number of contacts who are linked into a number of accounts. To help facilitate this we created new account lookup fields and have them displayed on the contacts ie

Primary Account (default account lookup)
Secondary Account (new custom lookup)
Tertiary Account (new custom lookup)
Quaternary Account (new custom lookup)

While the lookups are all independent and work fine (ie you can assign 4 accounts), the issue I have is that when you create a new contact and he has only one account, what happens is that it duplicates the same account into the 3 custom lookup fields

Im not sure why this is.

Has anyone any suggestions?

Thanks

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Aileen Gusni 44,524 on at

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Hi Kieran,

If you use 4 different fields, 4 different lookup fields, it means 4 different relationship to Account, it should not be happened.

DO you have any javascript, workflow, or anything?

It seems when you create new contact, it calls an auto populate function, can be javascript, workflow, or plugin.

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sitchey 1,695 on at

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Hi Aileen

The only JS I have is on the Accounts entity, it set to allow lookups into competitors and accounts and hide the other that's not being used.

But no JS on the contact entity, which is why this is weird as each of the lookups are all separate.

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sitchey 1,695 on at

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also no plugins enabled at this time either

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sitchey 1,695 on at

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Just ran another test and noticed something.

If I create a new contact from the main add new area in contact entity it doesn't auto populate

However if I create a contact from the Account area (eg in the system view that shows connected accounts and I click the plus to add a new record) it does add in the same account into all 4 lookups.

So it must be the quick create contact area that's the issue?

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sitchey 1,695 on at

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I tried to add in the 3 new lookups into the quick contact create form and it seems that when creating a new account from the system view in Account it does auto populate all the account records. It is also populating the business phone and address too

If I use the same quick create form form the contact entity, all lookups are blank as you would expect.

So for me it has to be something from the Account of system view that is telling it to auto populate these fields

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Hi Kieran,

I would suggest reviewing the mapping for the two entities. If you look at the relationships between the Account and Contact entities, within those relationships you'll find a Mappings section on the left hand side.

From there you can evaluate whether there are any mappings to carry through any information to the Contact record when it is created from an already existing Account.

Hope that helps.

Aaron

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Aileen Gusni 44,524 on at

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Hi Kieran,

I see.

So, it is because of the system generated mapping if from the same entities, if you see in the Account, suddenly got all of those 4 mappings and there is no way to remove that.

And due to mapping behavior, you are correct, will autopopulate these fiels.

And it is happening not only to Account, but to other entities.

So, you need JavaScript to set the value to Blank as per your expected.

And Yes, the Addresses also got autopopulated because of the mapping as well, but I tried to remove Address City, it is possible.

See this link by Scott.

https://community.dynamics.com/crm/f/117/t/113701.aspx

You need to write this JavaScript.

And need to add Xrm.Page.ui.getFormType()==1 or Xrm.Page.ui.getFormType()==5 I think because of you are using Quick Create Form as well.

if (Xrm.Page.ui.getFormType()==1)

{

Xrm.Page.getControl('..attributename...').getAttribute().setValue(null);

}

Hope this helps!

THanks.

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Community Member on at

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Because you have several lookups to the same entity, the mappings will automatically populate all 4 even if you don't want them to, and you cannot remove those from the mappings list.

I would probably suggest a real-time workflow for Contact, run on create that checks 2, 3 and 4 and in each case if it is the same as 1, clear out the duplicate value.

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