Microsoft Dynamics 365 | Integration, Dataverse...

Dynamics 365: How to pass value from Text box into a Quick Create form

(0) Share

Report

Posted on by MA_Dynamics

Hi all. I have a Text colum in a form. I want to set it up that when a user writes someting in this text box and click the button for a Quick create form, this value should be displayed in the Quick create form text box.

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello,

The easy way to pass this data:

1. Add the mapping of fields between your parent and child records - www.marksgroup.net/.../

2. Before clicking "Add new record" you will have to save the parent form.

Otherwise it might be way too complicated.

Was this reply helpful? Yes No
Leco Lv on at

Like (0)

Report

Hi partner,

Andrew is right! Field mapping is more convenient. create field mappings using relationships between appointment and compliance entities.

Was this reply helpful? Yes No
MA_Dynamics 10 on at

Like (0)

Report

Is there a way to do this before saving the form?

On the form there is a button that a user clicks to open the quick create form. This is a required field before you can save.

If possible a user would type something in the "Description" box and click the button on the form to open the quick create form and the value from inside the "Description" box would pass into the description box in the quick create form.

Was this reply helpful? Yes No
a33ik 84,331 Most Valuable Professional on at

Like (0)

Report

Hello,

You can re-read my previous reply.

Was this reply helpful? Yes No
Leco Lv on at

Like (0)

Report

Hi partner,

check this:

Dynamics 365: Mapping Fields - The Marks Group | Small Business Consulting | CRM Consultancy

Was this reply helpful? Yes No