使用Fetch XML根据在第二个实体中选择的查找字段从一个实体到第二个实体获取字段的值 [英] Fetch value of a field from one entity to second entity based on the lookup field selected in second entity using Fetch XML

问题描述

我是CRM的新手。我有一个帐户实体和联系实体的要求。在联系表单中，我有一个查找字段，用于搜索存储在帐户实体中的帐户名称。当我通过查找选择组织时，应获取该组织的联系电话，并将其保存在联系表的另一个字段中。我需要通过获取XML来做到这一点。

解决方案

选项1：您可以通过

选项2：如果您不不想在两个实体中都使用字段值的物理副本，请使用帐户查找的快速视图形式仅显示联系人中的字段，而不存储冗余数据。

选项3：如果您仍想存储帐户更改后的值，请检索&在联系人字段中设置。本逐步指南将帮助您构建fetchxml&在JS中使用它。您的问题并没有说明您是否陷入查询或任何错误。

I am new to CRM. I have a requirement where I have an "account" entity and a "contact" entity. In contact form I have a lookup field for searching account name which is stored in account entity. When I select an organization through lookup, the contact number of that organization should be fetched and saved in another field in contact form. I need to do it with fetch XML.

解决方案

Option 1: You can do a no-code solution by mapping fields between account & contact.

Option 2: If you don't want a physical copy of field value in both entity, use Quick view form of Account lookup to just display the fields in contact without storing redundant data.

Option 3: If you still want to store the value onchange of account, retrieve it & set it in contact field. This step by step guide will help you to build fetchxml & use it in JS. Your question doesn't say if you are stuck in query or any error.

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