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Dynamics 365 Community / Forums / Sales forum / automate data entries
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automate data entries

Posted on by 448

Hi all

in a new personalized table, I've a column that is a "search field" for "name" in the User table .... when I select the user from the list, I want to retrieve and fill in the email value in other column (email_user) of my new table.

thanx for any help, suggestion or link with samples

  • DiePic Profile Picture
    DiePic 448 on at
    RE: automate data entries

    Hi Bipin Kumar 

    I've tried that way yesterday, but it give me the error... today I've correct the type of field ('email' instead 'string') and all it's working.

    Thanks a lot

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: automate data entries

    Hi,

    Try using below syntax in calculated field.

    Your lookup field.internamemailaddress

    You can use data from Lookup records within your Action. You first have to select the Lookup field and then type a period. After that, you can select one of the fields available on the related entity. For example, in the case of <LookupFieldName>.<RelatedFieldName>, you can select: ParentAccountId.AccountNumber

    learn.microsoft.com/.../define-calculated-fields

  • DiePic Profile Picture
    DiePic 448 on at
    RE: automate data entries

    Hi  Leah Ju 

    thank you for all your exposures, but I'm new of D365 and all it's very difficult for me. Can you give me an help for dummies please?

    As you can see in picture, in my custom table I've a column (userid) related with systemuser[name] ... I need to retrive the email address of userid from systemuser table

    pastedimage1666887028728v1.png
     

  • DiePic Profile Picture
    DiePic 448 on at
    RE: automate data entries

    Hi Bipin Kumar 
    I've read your link, but it's to much difficult, I'm new in D365 ...

    Please can you give me some example how to retrive the column "internalemailaddress" of table "systemuser"? 

    As you can see in picture, in my custom table I've a column (userid) related with systemuser[name] ... I need to retrive the email address of userid from systemuser table
    pastedimage1666886262943v2.png

  • DiePic Profile Picture
    DiePic 448 on at
    RE: automate data entries

    Hi a33ik 
    this seem usefull but give me an error.
    I need to retrieve the "InternalEMailAddress" data of "systemuserid" from the 'systemuser' table and insert it into my custom table where I have selected the user via a search field in relation to systemusertable.

    pastedimage1666885559765v1.png

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: automate data entries

    Hi DiePic,

    I've a column that is a "search field" for "name" in the User table.

    So User and the new personalized table is 1:N relationship, one lookup column related to user table in the new table, right?

    pastedimage1666838209792v1.png

    You want to show user's email in the new table, many ways can help you display parent(User) information on a child table(new table).

    1.Not creating one new field in child table, using quick view form.

    https://softchief.com/2020/03/11/display-parent-entity-information-on-a-child-entity-using-quick-view-form-in-dynamics-365-ce/ 

    2.Creating one new field in child table, How to populate the field with value from parent table automatically?

    (1) As Andrew suggested, use calculated field.

    (2) Map Parent Fields to the Child:

    pastedimage1666839043168v2.png

    However, Data Mapping will populate the mapped fields if the child record is created from the parent form, and the big consideration here is that if the value of the field changes on the parent field after the child field was populated, the value will not update on the child (i.e. the value on the child is static). 

    (3)Workflow/Flow:

    pastedimage1666839518674v3.png

    pastedimage1666839978016v5.png

    pastedimage1666839946932v4.png

    (4)Js code:

    https://www.adyatantech.com/blogs/how-to-retrieve-attributes-of-an-entity-in-dynamics-365 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: automate data entries

    Hello,

    Javascript can be written to achieve your requirement

    learn.microsoft.com/.../retrieverecord

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: automate data entries

    Hello,

    I believe you can use Calculated field for that purpose - www.marksgroup.net/.../

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