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chrisatquest
Regular Visitor

New Guy Struggling with Model-Driven Primary Name Field

I saw another post on here that seemed similar, but the answer/solution wasn't very clear. 

 

I have a field that concatenates the first name and last name of a field into one. I then want to copy that combined field to my Primary Field so that the correct information comes up in various views. What is the best way to automate the copying of my combined field? A flow? A business rule? Can I get a simple example configuration on whichever method?

 

Thanks, 

C.

3 REPLIES 3
SeanHenderson
Impactful Individual
Impactful Individual

Hi @chrisatquest 

Can I just get a little more information about your scenario?

You already have a field that concatenates the first and last names? Can you just use this field in your view, rather than the primary name field?

Yahya
Kudo Kingpin
Kudo Kingpin

Hi

A business rule is not helpful here. you need to set up a process (which Mircosoft recommends to use a Flow instead - but I think flow needs to have a special edition for model-driven apps as strong and as reliable as Process before Flow is used).

 

So again, use a Process on your custom Contact entity as follows

Category: Workflow

Run this workflow in the background

Scope: Business Unit << and this is important

Starts when: Record is created and Record fields change, and in the later, choose the FirstName and LastName so calculated FullName is updated in case any is updated.

 

Then create the step that updates the contact with properties, as you said, to ConCat the FirstName and LastName. Note you don't need to use the contact, just drag and drop.

 

This works perfectly.

 

 

 

  

Hi, What is your going to achieve with this field. If possible a scenario please.
You can use a Power Automate to concat the value.

Thanks

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