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

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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.

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Leco Lv on at

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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 84,325 Most Valuable Professional on at

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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 10 on at

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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 on at

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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.
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a33ik 84,325 Most Valuable Professional on at

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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.