process - pull data from account with a new field

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Posted on by HarHar

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I have created a new field in Account form and Lead form

Need to be automatically pull data from Account to Lead

But the process doesn't allow me to add it from customer(account)

need to be done something before setting the pull data ?

Thanks a lot

HarHar

new field in Account form

new field in Lead form

Cannot find the new field in process - customer(account)

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Answers (4)

HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

Thanks for quick response.

How about this :-

1. create a simple text field containing the the value in choice column in Account file.

2. every time a new Account created, the text field containing the value in choice column.

3. pull the text field to Lead file.

do you think it work ?

Appreciate your help.

Thanks

HarHar
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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi HarHar,

I'm afraid it is not available to set the mapping in Lead file.

When we set the mapping in Lead file, the data from Account cannot be taken to Lead form.

Because the value needs to be entered in Lead form first, so the value will be taken to Account which associated with.

If you want to realize this feature, you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

Ideas (dynamics.com)

Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

Best Regards,

Sayen Zhang
HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

Thanks for quick response.

oic, possiable set the mapping in Lead file instead of Account file ?

We wants to pull data from Account to Lead when adding new records in Lead form.

Appreciate your help.

Thanks

Har Har
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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi HarHar,

I'm afraid it is not available to use workflow to update the value in choice column of Lead form.

It's due to system design that we cannot pull value from choice column to another column.

Now we can only use field mapping to realize this function.

Best Regards,

Sayen Zhang
HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

I have successfully pull data from Account to Lead with two default field in YELLOW color, but cannot pull data from new field RED BOX.

The different in default field and new field is not Managed in new field, please see the following screenshot.

I think not managed field cannot set pull data from Process Sessions, may be need to set it to Managed be ok ?

Thanks a lot

Har Har
HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

yes, when created Lead record from Account , it can pull the data, you're correct.

But when created from Lead only, it cannot pull data from Account, I need to create record from Lead instead of create from Account, may I have your advise please ?

Thanks HarHar
HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

Yes, I have created a new Lead record from existing Account record, but cannot pull data from account file.

Thanks

HarHar
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Sayen Zhang on at

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RE: process - pull data from account with a new field

Hi HarHar,

Thank you for your information.

Have you created a new Lead record from Account record? If so, the value in Company Size column will be taken from Account to Lead form.

The value cannot be taken when we create a new Lead record and then select an existing Account.

Best Regards,

Sayen Zhang
HarHar 112 on at

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RE: process - pull data from account with a new field

please have a look the following field, same value.
HarHar 112 on at

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RE: process - pull data from account with a new field

Hi Sayen,

I have follow your instruction but doesn't work, cannot bring the value from account to lead.

Please have a look the following screenshot.

Any idea of it ?

Appreciate your help.

Thanks

HarHar