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

Posted on by 10

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. 

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  • Leco Lv Profile Picture
    Leco Lv on at
    RE: Dynamics 365: How to pass value from Text box into a Quick Create form

    Hi partner,

    check this:

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

  • a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Dynamics 365: How to pass value from Text box into a Quick Create form

    Hello,

    You can re-read my previous reply.

  • MA_Dynamics Profile Picture
    MA_Dynamics 10 on at
    RE: Dynamics 365: How to pass value from Text box into a Quick Create form

    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.

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: Dynamics 365: How to pass value from Text box into a Quick Create form

    Hi partner,

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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Dynamics 365: How to pass value from Text box into a Quick Create form

    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.

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