Hi All,
First scenario is-
I have two entities contact, and population in CDS. I want to create relationship between these two. How can I relate them so that I get below highlighted columns in respective entities?
Currently in contact entity we do not have contacts created yet but in population entity we have all the users basic record like name, emp id, email id, company name etc. When the user register on the portal ,the particular record gets inserted in contact and accordingly, we want to map that user with population entity.
For instance -
Second scenario is-
I have three entities contact, work and population in CDS. Suppose a user 'X' is logged in on portal. I have created one form using work entity fields. When the user fill the form and submit it, the entry will be recorded in work entity. Now, I want to fetch lookup value from work and population in work entities (i.e. contactlookup and populationlookup) for user X.
For instance- When User X logged in I want contactlookup and populationlookup columns to be 3 and 1 based on data as shown in fig.
Currently, When I logged in as User X the entry gets recorded in work entity but the columns-contattlookup and populationlookup does not contain any data.
How can I achieve that?
Any help is appreciated.
Thank You in advance.
sorry, I actually hadn't seen that first part
looks like all your need is to define the relationship and then workflow to setup the records
how familiar are you with D365 customizations?
Create entities / fields / relationships: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/customize-entities-relationships-fields
Create workflow processes: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes
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Thanks for the response!
Based on the logged in user we will get to know the respective population.
Also, could you please take a look at the first scenario of question as well?
Hi, you can use the "Set Value on Save" on the Entity Form Metadata to populate your Contact record: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata#set-value-on-save
It's not clear to me how you will get the Population information.. how would you know which population is the user referring to?
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