Why is the pre-population not working in Dynamics CRM?

0
votes

The tentative goal is to allow form pre-population from Project entity to related Document entity. Notice that both are custom entities. The relationship between Project and Document is set properly:

relationship between Project and Document

And the mappings for this relationship are also set:

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However, when we try to create a new Document for an existing Project. The fields are empty:

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Why is the pre-population not working?

1
dynamics-crmdynamics-crm-onlinedynamics-crm-365

1 Answers

1
votes

The out of box workings for mapping only works in the case of creating a record from a grid. If you're not doing this, you won't get the mapping.