Dataverse Model Driven App mapping from Child Entity Main form to Parent Entity Quick Create form

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Posted on by sharonsammy123

In my dataverse model driven app I have an entity "order" and an entity "issue".

The relationship between them is N to 1 ie multiple orders, 1 issue.

If I am creating a new order from the main order form there is a lookup field to "issue". I can either select an existing "issue" or (if required) create a new one using the quick create form.

When using the quick create form I would like the field "account" to automatically populate from what is on the order form. I can see how to map from parent entity "issue" to child entiy "order" but understand you can not create mapping from child entity to parent entity.

I have read some blogs on how to do this using js and local storage but the local storage option sounds like it may be a little unreliable.

Any help on the best way to handle this would be really helpful. Thankyou.

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Power Apps Pro Dev & ISV

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a33ik 3,306 Most Valuable Professional on at

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Hello,

You can check my post - https://butenko.pro/2020/09/15/js-how-to-get-the-originating-record-reference-in-the-form-script-of-the-quick-create-form/

In the post I described on how to get the parent entity and using WebApi and some JavaScript you can populate the lookup from the parent entity.

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sharonsammy123 40 on at

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Thanks, I have had a look at your code (pasted below).
To clarify, I have 3 entities.

Account (parent of Order and Issue)
Issue (child of Account, parent of Order. The "accountid" field is a required field)
Order (child of Issue and Account. The "accountid" field is a required field. The "issueid" field is not required, but recommended)

From my Order main form I would like to pass the "accountid" to the new Issue if someone wants to create a new issue using the quick create form.

I have pasted your code below. I understand I upload this as a web resource and create an onload event on the quick create form.

I am unsure of the references that I use in the code to get the "accountid", Can you assist?

Your JavaScript

function quickCreateOnLoad(){
//this variable contains entity reference to the parent record
var parentRecordReference = Xrm.Utility.getPageContext().input.createFromEntity;

//if this variable is null then Quick Create Form was called from the Global Menu
//or from some other code without setting the parent record context
if (parentRecordReference == null){
return;
}

//you can use value of parentRecordReference in your code
console.log(parentRecordReference.id);
console.log(parentRecordReference.entityType);
console.log(parentRecordReference.name);
}

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cchannon 4,702 Moderator on at

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@a33ik 's code just gets you the "parent" record (in your case, the Issue). From there, you need to do a retrieveRecord call using the client script API to get the accountid value. It would look something like this:

Xrm.WebApi.retrieveRecord(parentRecordReference.entityType, parentRecordReference.id, "?$select=accountid").then( (success) => {console.log(success.accountid)}, (error) => {console.error(error.message)} );

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