Link field to form Dynamic CRM 4.0

Posted on 2009-04-22
Last Modified: 2012-05-06
I would like to be able to add the product number to the invoice product and quote product forms in CRM 4.0. I see no reason why this cannot be populated automatically when an item is selected during a quote from the lookup feild, but being new to CRM am unsure how to bind a text box to the data, or indeed simply populate it when an product is selected.

What steps should I follow?


Question by:Dave_Angel_Portsmouth
    LVL 11

    Expert Comment

    You can write a work flow.

    1. go to settings
    2. Workflow
    3. Craeate a new workflow

    In this workflow  you can say start when record attribute changes

    Add step update record

    click on set propertie buton
    select the field
    From look for select  entity

    Click Add button
    and then ok  button

    publish work flow

    test  it


    LVL 2

    Author Comment

    Thanks for that.

    However, when i create a work flow i am unable to update anything on the quote\invoice product entity. I can update the quote\invoice itself, but not the products attached to it
    LVL 11

    Accepted Solution

    I saw that. You can not do it

     You have to either  write

    1. Plug in using SDk
    2. JavaScript --> calls another page ---> fill the value  again a sdk

    You can not do this in a simple way. Some time simple requirements in crm  also  has to be done using sdk.  I know this is frustrating for Developers from different field. But looking at the platform and adaptability. Dynamics CRm makes  a sense

    Rakesh Agarwal

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