Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / RT Forms
Customer experience | Sales, Customer Insights,...
Answered

RT Forms

(1) ShareShare
ReportReport
Posted on by Gus 183
I cannot get for lead form the Source Campaign lookup to add value.  We've gone through the steps, adding read only access to campagin entity.
These steps, no form error https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/marketing-fields#adding-lookup-fields-and-troubleshooting

Form populates all fields but this lookup. Shouldn't just like typing the name in placeholder text of field it work? 

We've tried adding name, campaign code, etc no luck getting it to lookup the source campaing. 
  • Verified answer
    Gus Profile Picture
    Gus 183 on at
    RT Forms
    This now works fine. It was just earlier version of CIJ forms not working properly
  • Gus Profile Picture
    Gus 183 on at
    RT Forms
    Hi thank you but that is outbound you are showing. However, the same configuration is set for real time form lookup and I'm hiding that field in real time form but it doesn't actually allow us to do a lookup for the value. When we type in the value of name or campaign code (like you show) just in real time. It won't map the value in the lead record.  Any idea how to get it to work? Source campaign is out of the box.  I tried account, another lookup and same issue. 

    Funny thing is if I unhide it and then fill out form it does the lookup fine.   Obvious the use is to hide and pass source campaign code or name to lookup to lead record. 

    How does microsoft propose we use hidden field lookup like source campaign to create lead from a form in real time marketing forms?
  • Gus Profile Picture
    Gus 183 on at
    RT Forms
    We can see it like you show.   We make source campaign a hidden field. We can put in text for lookup but it does not work - it does not lookup the campaign. All is correct in campaign name or campaign code - tried both. 
    Hidden fields like Option sets and choice fields all work just lookup we can't figure out why it won't actually lookup the field.   

    We've confirmed the view has those fields we are using for lookup.  The Marketing user security role has read only access, etc. 

    Can anyone get a hidden oob source campaign field to lookup properly on creating a new lead record?
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RT Forms
    Hi Partner,
    Do you mean you don't see 'source campaign' under 'Lead mapping'?
    Or is it something else? Can you provide relevant screenshots?
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans