Customer field is not auto-populate

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Posted on by Zohaib Uddin Khan

Hello everyone,

Thanks for reading my post.

I have a new entity named as 'Outage' which has two fields:-

Customer (data type as Customer)
Contact (data type as lookup to Contact)

I exposed this new entity on the Portal and expecting the behaviour that once login user create a new Outage, then

Customer will be auto-populated with Login User's Contact's Account.
Contact will be auto-populated with Login User's Contact.

In order to achieve this, I only created an extra configuration in 'Entity Form Metadata' as shown below, but its not populating Customer field with Login User's Contact's Account. It always populate with Login User's Contact.

But, in the Vanilla CRM Portal - it always populate both Customer & Contact in the Case creation as I needed but its not working in my new Outage entity. Can anyone suggest what I'm missing here? Any Entity Permission? In Vanilla CRM portal only one 'Entity Form Metadata' record has been defined.

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Power Apps portals

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oliver.rodrigues 9,482 Most Valuable Professional on at

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Hi, the "From Attribute" should probably be looking at the the Account (accountid) from the Contact record, you can compare with the configuration from the original case entity form, but that should probably be the correct configuration:

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Zohaib Uddin Khan 41 on at

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Thanks @OliverRodrigues for the reply.

I checked the Vanilla CRM Portal configuration for the portal and I can only manage to find one record. And, I created the same in my case. So, I believe there is something else also I need to configure.

Following is the snapshot of the OOTB configuration:-

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oliver.rodrigues 9,482 Most Valuable Professional on at

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Worked for me here, I think I just mentioned the wrong field name, the field should the parentcustomerid (Company Name):

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Zohaib Uddin Khan 41 on at

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Thanks for the reply. Sorry the snapshot of the OOTB configuration was missing in my last response, my bad. Here is the snapshot of the OOTB Configuration:-

In the Vanilla instance, only above metadata record is populating the Customer & Contact lookup in the case form. Following is the snapshot:-

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oliver.rodrigues 9,482 Most Valuable Professional on at

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yeah, that's very weird about the OOB configuration one

my example above is basically an entity form for the Account entity.. I create a custom customer field and added the metadata from my previous snapshot.. this worked fine

have you tried this on your end?

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oliver.rodrigues 9,482 Most Valuable Professional on at

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Hi @zohaibukhan another user had similar issue and this post helped them.

Did you get your problem solved following my previous messages?

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Zohaib Uddin Khan 41 on at

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Thanks @OliverRodrigues for the reply.
Sorry for getting back to you late. Would you like to share the post which you were referring in your last comment? I'm unable to find the link.
Thanks.

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