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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / First time working wit...
Microsoft Dynamics CRM (Archived)

First time working with relationships / auto populating a field

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Posted on by Tom Baron 250

Hi guys,

 

I've been assigned a task to have two fields auto populate from a 3rd field on save. Each field is the same but under it's own custom entity. I believe this can be done with a one to many relationship but this is my first practice doing this and I'm not having any luck. Here's what I have:

Product Type entity: Main custom form where "shortname" field will be populated by the user.

Processing Data entity: Another custom form that contains its own "shortname" field as well to auto populate from the Product Type "shortname" field.

Banking Data entity: Another custom form that contains its own "shortname" field as well to auto populate from the Product Type "shortname" field.

This seems like it would be pretty simple to accomplish, but I need some guidance as a newcomer.

Thanks!

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  • Liz CRM Profile Picture
    Liz CRM 225 on at
    Re: First time working with relationships / auto populating a field

    Hello Tom,

    What is the process by which the records are being created?

    If Processing Data and Banking Data records are created from within a Product Type record, then this is possible using a simple many-to-one relationship.

    (This is similar to creating a Contact record from within an Account record- the Contact has the "Parent Customer" field autopopulated with the Account)

    If this is what you are looking for, you can configure these field mappings on the "Mappings" section of the relationship.

    Go to Settings>Customization>Customize Entities>Product Type>1:N Relationships and create a relationship to your Processing Data entity. After you save the relationship, the "Mappings" section on the left will become active.

    In the "Mappings section," create a new attribute mapping from the Product Type "shortname" field (Source Entity) to the Processing Data "shortname" field (Target Entity.)

    Repeat for the Banking Data entity.

    Liz

  • Tom Baron Profile Picture
    Tom Baron 250 on at
    Re: First time working with relationships / auto populating a field

    I believe this would work fine if it updated the fields on Save. I'm still unclear how you can update another entity via a workflow.

  • CRMInnovation.com Profile Picture
    CRMInnovation.com on at
    Re: First time working with relationships / auto populating a field

    Tom,

    You didn't indicate if you needed to provide an immediate response to the user which would require coding and jsript or if it processed 'later' that would be sufficient which could use workflow and no code.

    If the later it would work via workflow once you added the relationship to the other entities. You could fire workflow on an onchange event of the primary record field to concatenate the values from the other two records into the one field

    Jerry
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
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