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Marie_25
Helper I
Helper I

Auto-populate fields on customer self-service portal

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? 

 

1 ACCEPTED SOLUTION

Accepted Solutions
ThareLyn
Helper I
Helper I

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

View solution in original post

2 REPLIES 2
ThareLyn
Helper I
Helper I

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

View solution in original post

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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