I am trying to populate contact field (Potential Customer) based on text field (Email Address) set. To bear in mind, it should be unique based on the customer record.
Condition is if Email address field is set, look up field (Potential Customer) value should be fetched based on the Email address field.
Wherever you are trying to fill that contact lookup from (plugin, form script, console job, web app, ETL, MS Flow, etc), you have to fetch the contact by filtering the email value and set it in lookup entity reference.
You can use web api or fetchxml to achieve that. Here is how it should look like.
https://crmdev.crm.dynamics.com/api/data/v9.0/contacts?$select=fullname&$filter=emailaddress1 eq 'test#gmail.com'
C# example
Javascript example
Once you fetch the lookup field based on email address using web api which is suggested by Arun. To set lookup field on form using javascript see below article.
https://xrmdynamicscrm.wordpress.com/2020/06/17/dynamics-crm-365-set-lookup-regarding-field-while-using-xrm-navigation-openform-formparameters/
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I need to retrieve the entities from my CRM site and all the fields associated with that entity. Need to get the translated values as well.
Please provide some queries that will be helpful in this case
I tried with below queries, but this could not fetch all the values.
..../api/data/v9.1/EntityDefinitions(LogicalName='account')/Attributes/Microsoft.Dynamics.CRM.PicklistAttributeMetadata?$select=LogicalName&$expand=OptionSet,GlobalOptionSet
..../api/data/v9.1/EntityDefinitions(LogicalName='account')/Attributes
..../api/data/v9.1/GlobalOptionSetDefinitions
You can retrieve CRM entities by calling:
[Organization URI]/api/data/v9.1/
In order to get an entity's attributes you can call:
[Organization URI]/api/data/v9.1/EntityDefinitions(LogicalName='[Entity name (ex: account)]')/Attributes
For attribute translation, navigate to 'DisplayName' you will find 'LocalizedLabels'.
For more information you can check this url:
https://learn.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-metadata-web-api
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.
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.
I've been trying to populate a Podio app using Email to App.
However, the problem is that the app only takes 3 blocks of data from an email submission: the subject, the sender, and the body. This would be sufficient if I had two fields of data to populate. However, I have 10 fields of data to populate in the app.
How can I send an email with the 10 fields of data and populate an app entry?
This article from 2010 is the only thing Podio says about this feature and yet it is not working for me. I have tried sending an email with
name:my name
location: my location
car: my car
...
in the body, and the Podio app simply places the entirety of the email in each field.
You cannot populate multiple fields with Email to App feature in Podio. To handle. Use Podio API for advanced use cases.
Populating multiple fields to Podio still works as descibed in https://help.podio.com/hc/en-us/articles/201019648-Email-to-app.
Email to item configuration:
Example email text:
Resulted item created:
If you are just looking to populate the data.
You could put the 10 items into the email body and send them as formatted text into Podio.
If you have dynamic data, you could achieve this by e.g. iterating through an array.
Other than that you have to use the API.
The method in the post you link to is correct and works.
In the email the format:
fieldname: content
.. gets mapped with "content" being put into the item's field with the name "fieldname". Use the field mapping user interface if you want to choose which fieldname:-label from the email maps to which field in the Podio item.
We have a requirement to pre-populate the Contact Form with user information on load if the user is a logged in user. So that, user need not fill his information using the webform.
Is there any way to do this using webforms for marketers?
Data is coming from a service api in json format. Need to figure out a way to bind it to fields either in server side or in client side.
Sitecore Version 7.1 140117 WFFM Version "Web Forms for Marketers
2.4.0 rev. 140117"
Have a look at Sitecore - Webforms For Marketers Form - Use ReadQueryString Option. Basically, there is a checkbox, ReadQueryString, in presentation details that gives you the option to fill in the default values from the query string. If checked, you use the item names of the fields (not the display name or title) as keys and the values you want to set the fields to as the values in key-value pair in the querystring.
Create a new rule based on use default value from user profile [fieldname] field and amend it to pick up the value from your service API.
This will be your best way and simplest option in my opinion.
I use this same approach prepopulating ucommerce data from its API.
Create custom field and then you can pre-populate values as per your need.
Like if you want to populate any value in Single line text field the create custom field for this and then reflect forms dll and copy code then update code as per your need.
Please check https://sitecoretweaks.wordpress.com/2015/02/20/custom-field-type-for-sitecore-web-form-for-marketers/ blog post for more details.
I have a workflow that will fire once a form field changes. The workflow checks the value and then sends an email if one particular value is selected. That much I've managed to figure out.
Now I need to pull a field value from a separate entity to populate the "to" field of the email. We have a Configuration entity that stores the value of a distribution list - we want to pull this into the email that the workflow generates.
I've created an N<>1 relationship between the primary entity and the Configuration entity, however I only see the Entity and not the entity's Fields in the email form assistant. Any idea how I can pull that data onto the email form?
If you see the entity populated under "Look for" and then in the drop down under that you see no values? I'm guessing in your configuration entity your email address you want to use for the email recipient is a text field. In order for the form assistant to populate the second drop down, the field types must match up - or in this case for a field to show up as useable for the "To" field, it needs to be an Account, Contact, User, etc... values you can send an email to.
My suggestion is create a Contact record that has the proper email address and either relate that to your base entity in place of your configuration entity (if possible) or relate your configuration entity to Contact and populate the new lookup on the configuration entity accordingly.