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JQEP
Helper I
Helper I

Prefill field with account from contact

Hey,

 

 

I have created an advanced form in my portal that is based on dynamics finance and operations. Now I have succeeded in prefilling the contact person and invoice customer fields, but I have not yet succeeded in selecting the account from the prefilled contact.

 

JQEP_0-1637939517142.png

Here you can see the fields that I am referring too. 

 

Can someone help me with prefilling the fields? 

 

Thanks in advance!

 

1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Hi @JQEP ,

So if you need to prefill the field "Customer" with the logged in Contact's Account , here is what you need to do:

 

1- From the advanced form, create new metadata , type attribute 

 

Manar_0-1637961279199.png

 

2- From the first drop down, select the filed that is displayed in the advanced form and needed to be prefilled 

 

Manar_1-1637961423401.png

 

3-From the same screen, scroll down to select the account field from the logged in customer

 

Manar_2-1637961527577.png

 

Save and clear portal cache and they test

 

hope this works

 

 

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @JQEP ,

So if you need to prefill the field "Customer" with the logged in Contact's Account , here is what you need to do:

 

1- From the advanced form, create new metadata , type attribute 

 

Manar_0-1637961279199.png

 

2- From the first drop down, select the filed that is displayed in the advanced form and needed to be prefilled 

 

Manar_1-1637961423401.png

 

3-From the same screen, scroll down to select the account field from the logged in customer

 

Manar_2-1637961527577.png

 

Save and clear portal cache and they test

 

hope this works

 

 

JQEP
Helper I
Helper I

Thank you very much! @Anonymous 

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