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How to autofill lookup with form metadata attribute

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Posted on by Community Power Pla...

Hello,

I currently have an entity that has a lookup to another entity that is not the contact. The user will only ever have one record in the lookup so I just need the field to take their top record. Form metadata seem like the route to go but since this lookup isn't connect to the contact I'm having issues getting it set up.

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Community Power Pla... on at

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Re: How to autofill lookup with form metadata attribute

So 2 entities in question (both custom), Application and Bills. Both are part of a webform and a user fills out an Application before going to the Bills form. The Bills entity has a lookup to the Application entity to create a one(Application) to many (Bills). My goal is to have this field hidden and autofill to their application they just created.

I've tried autofilling with a metadata attribute but I only get contact fields in the Prepopulate Fields and Set Value On Save sections which after more research is their functionality.
oliver.rodrigues 9,342 Most Valuable Professional on at

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Re: How to autofill lookup with form metadata attribute

Hi

if there is only one record in your lookup entity, I am assuming you already know the GUID of the record
you can use Entity Form Metadata with the "Set Value on Save" feature, and just add the record GUID in there
another option would be having a Workflow to the record create/update, so you can populate the lookup with your record

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v-siky-msft on at

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Re: How to autofill lookup with form metadata attribute

Hi @Anonymous ,

Could you please elaborate on your issue?

Lookup to which entity?

What does the top record mean?

What does it have to do with Contact entity?

Sik