locked
Populating a field in one entity from a field in another entity RRS feed

  • Question

  • Hello.

    We are using the Main Account Entity form and have added an option set field called "Membership Status". Membership Status has three options "Full Member", "Part Member" & "Non Member". In the Contact Entity form we have the same field.

    When we assign an Account to a Contact using the "Account Name" lookup we wish the "Membership Status" in the Contact form to update and be the same as the "Membership Status" in the related account.

    We have used a Quick View form from the account entity to achieve this which will display the "Membership Status" against the Contact but this field is not available to query in advanced find in the contact entity.

    In Summary, how do we populate a field in the contact entity with the same data as appears in a field in the account entity without using a Quick View.

    Thanks in advance

    John 

    Thursday, October 22, 2015 6:43 AM

All replies

  • Hello John,

    Try to use workflow that handles update of contact's account field and copy field from account to contact.


    Dynamics CRM MVP
    My blog

    Thursday, October 22, 2015 7:27 AM
    Moderator
  • Hi John,

    You can use mappings in the relationship between Account and Contact, that way the field gets populated when you create a Contact from the Account. Or you could create a js that queries the parent account onchange of the field or you could write a plugin that sets the field when you associate the Contact to the account or you could create a workflow that does that too.

    To make sure that the options are the same I would use a global optionset btw.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Thursday, October 22, 2015 7:41 AM