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New contact name from lookup

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Posted on by Fritz Camille

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Hi,

I would like to know if it is possible to change the mapping of a lookup field when I do a quick create?

Here is my example:

In the case form I type a first name of a contact that does not exist in Responsible contact lookup field.

I now have the option to create a new contact out of this first name.

When I click New contact, it defaults the first name to the last name field in the Quick create form (shown below)

How can I change so that when I click New contact the information goes to First Name instead?

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meelamri 13,204 User Group Leader on at

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RE: New contact name from lookup

Hi Leah Ju,

I think it's a bad idea to use a BR for this kind of scenario. In fact, the Business rule will be applied to all forms because a BR can't be related to QuickCreat form only. Also, the logic will be applied each time the fistName is empty and the lastName is not empty.

Don't hesitate to correct anything if I'm wrong, thanks.
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Community Member Microsoft Employee on at

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RE: New contact name from lookup

Hi Fritz,

It’s OOB behaviour, the last name field can be populated automatically with value from lookup field.

But you can create a business rule to populate the first name field with the value.

1.Go Settings > Customizations > Customize the system > Entities > Contact > Business rules.

2.Create new business rule:

IF

First Name does not contain data AND Last Name contains data

THEN

Set First Name to Last Name

Clear Last Name

3.Then save and active it, publish all customizations.

4.Test:

The First name field has been filled automatically and last name is null.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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meelamri 13,204 User Group Leader on at

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RE: New contact name from lookup

Hi,

I don't know if there is a direct way to do this mapping. But I suggest you a workaround that could solve your problem. Indeed, a JS code that is fired at the loading of your quick Create can swap the firstname and lastname values. Please refer to the code below:

if (typeof (MEA) == "undefined") { MEA = {} }; if (typeof (MEA.Contact) == "undefined") { MEA.Contact = {} }; if (typeof (MEA.Contact.QuickCreateForm) == "undefined") { MEA.Contact.QuickCreateForm = {} }; MEA.Contact.QuickCreateForm = { onLoad: function (executionContext) { var formContext = executionContext.getFormContext(); var firstName = formContext.getAttribute('firstname').getValue(); var lastName = formContext.getAttribute('lastname').getValue(); if(lastName!=null && firstName==null){ formContext.getAttribute('firstname').setValue(lastName); formContext.getAttribute('lastname').setValue(null); } } }