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Auto-populate fields on customer self-service portal

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Posted on by fran2105

Hello everyone!

I want the Customer field and the Contact field to be automatically populated when they click "create case". I tried to associate the entity with the current user, however, this does not seem to work.

Any suggestions?

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fran2105 35 on at

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Re: Auto-populate fields on customer self-service portal

Thank you for this. This helped a lot. I am still getting used to the portal in general and how it all fits with the D365 referencing.

Thank you again!!
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ThareLyn 75 on at

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Re: Auto-populate fields on customer self-service portal

It seems like you are talking about metadata?

If you want to auto populate a field with the attribute of the current user of the portal then you should create a new basic form meta data with a type "Attribute"

Portal management > Basic Form > Basic Form Metadata