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Update a field with data from another entity RRS feed

  • Question

  • Hi all,

    I'm looking for some guidance on if this is possible.  I recently took over doing administration for a CRM deployment with a fair bit of historical data.  We have a timesheet entity that has lookups to a few other entities and we'd like to pull in not just the primary field for a couple of these entities but their description field as well. But they want it populated live before the record is saved.  Is there a way with a jscript to do something like that?  I can do it with mappings or a synchronous workflow easy enough. 

    Thanks in advance!

    Thursday, August 13, 2015 1:51 PM

Answers

  • Have you looked on Quick View forms? Sounds like a solution for you.

    Dynamics CRM MVP
    My blog

    Friday, August 14, 2015 4:49 AM
    Moderator

All replies

  • Have you looked on Quick View forms? Sounds like a solution for you.

    Dynamics CRM MVP
    My blog

    Friday, August 14, 2015 4:49 AM
    Moderator
  • Had not even thought of using those Andrii. Worked brilliantly for my situation thanks!
    Friday, August 14, 2015 1:45 PM