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I want to select Account Name Field on a contact form and automatically populate all the other field.
What is the best way to proceed ?
What are your suggestion ?
Thank you!
Hi,
Please try to use steps given on below links:
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata
https://community.dynamics.com/365/f/dynamics-365-general-forum/307149/portals---populate-a-contact-lookup-field-with-the-currently-logged-in-contact-on-an-entity-form
Thanks
The high level steps to achieve that would be:
1. Use jQuery to attach to the onchange event of the lookup
2. Grab the ID in the lookup and use FetchXML to query for the information you want. Use a technique like this:
https://colinvermander.com/2017/04/17/dynamics-365-portals-use-liquid-to-return-json-or-xml/
3. Use the result of the call to FetchXML to fill in the fields (using jQuery)
Hope that helps.
Nick
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