Power Platform Community Forum Thread Details

Hello!

I need some ideas on how to meet this requirement...

Currently we send a questionnaire (WMQ) to prospective clients as a PDF, and I am looking to digitize this form, get the data into CRM, and connect it to their lead record. I built a site in Power pages to send to prospects and added the WMQ form. When they complete the form, it creates the WMQ record. I created a many to 1 relationship with the lead record. But how do I get the appropriate lead assigned to the WMQ record? My first thought is that there is likely some common data on the WMQ record and Lead record (email most likely), and we can use that data point to run some automation that attaches the records. But looking at classic workflows, what I am comfortable with, I don't see a way to do this. I have some power automate experience, but mainly with SharePoint, not Dynamics. Ideas??

TIA!

Categories:

Building Power Apps

Sorry what is WMQ? My brain is too tired to think lol. Also, is the Relationship Record set to Business Required???

I would place a hidden label on the form and put the GUID in there for the Lead Record. This way when the data is submitted, you have it to find the lead record (depending on how you do it).

However, if the Relationship is set to Required, then you actually need to do the Create on the server side, not on the form (is it a patch or what are you doing)

This would mean creating a Plugin that fires before the WMQ record is even created. In this Pre-Post step, you would do your lookup to find the Lead record by using the GUID you had in the form, OR using the email of the submitter (assuming its the same email).

A couple of ways to do it, the plugin is easy, its a small plugin, register the step and done. Loads of examples for this all over but I can help with it if you need.

That or you need to pre-populate the LookUp on the form as it loads, which would be easy enough since you have the email address and (hidden GUID) value in the label.

Then simply use that to create the relationship lookup record (and I am assuming, you have 1 lead with many WMQs or is it the other way?)

Oh actually here is another way. Create the WMQ record and attach it to the lead, as you render the page. That way its just an update to the WMQ row. Just another option