web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Create Form And ...
Microsoft Dynamics CRM (Archived)

Quick Create Form And Mapping Not Working?

(0) ShareShare
ReportReport
Posted on by rskadk1 886

Hi,

If I create an account (Sub account), from another account. The mapping is working fine.

But if I create an account (Sub Account), from another entity, the mapping is not working.

Ex. I have an entity named work order. On the work order I have selected an "Parent account", through a lookup field. Lets call it field 1.

In another field on my work order record, lets call that field 2. I also have a lookup field to the account entity. So when I click "+" / New in field 2, the account quick create form is opened.

I have created a mapping between field 1 and the parent account field (That's displayed on the account quick create form).

So basically I'm creating a sub-account, from another antity. Why is the mapping not working then? When it's working, when I create a sub-account, from a parent account on the account entity?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    Mapping will work only when record is created from the parent form. For example if you have account parent record and related sub account sub-grid within the account form then mapping will work. Having parent record in another lookup field won't map field values when you quick create another account.

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Rskadk,

    So basically I'm creating a sub-account, from another antity. Why is the mapping not working then? When it's working, when I create a sub-account, from a parent account on the account entity

    -> Basically, the relationship mapping in CRM only will work if you create the related record from the parent context, inside, not outside.

    Example, you create sub account from a parent account then your mapping between them will work.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans