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Power Platform Community / Forums / Power Pages / Prefill field with acc...
Power Pages
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Prefill field with account from contact

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Posted on by Community Power Pla... Microsoft Employee

Hey,

 

 

I have created an advanced form in my portal that is based on dynamics finance and operations. Now I have succeeded in prefilling the contact person and invoice customer fields, but I have not yet succeeded in selecting the account from the prefilled contact.

 

JQEP_0-1637939517142.png

Here you can see the fields that I am referring too. 

 

Can someone help me with prefilling the fields? 

 

Thanks in advance!

 

Categories:
Power Apps portals
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  • Verified answer
    Community Power Platform Member Profile Picture
    Community Power Pla... Microsoft Employee on at

    Hi @Anonymous ,

    So if you need to prefill the field "Customer" with the logged in Contact's Account , here is what you need to do:

     

    1- From the advanced form, create new metadata , type attribute 

     

    Manar_0-1637961279199.png

     

    2- From the first drop down, select the filed that is displayed in the advanced form and needed to be prefilled 

     

    Manar_1-1637961423401.png

     

    3-From the same screen, scroll down to select the account field from the logged in customer

     

    Manar_2-1637961527577.png

     

    Save and clear portal cache and they test

     

    hope this works

     

     

  • Community Power Platform Member Profile Picture
    Community Power Pla... Microsoft Employee on at

    Thank you very much! @Anonymous 

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