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  • Plugin Author alexacrm

    (@alexacrm)

    @manojmane29 you need to set the value of the field to the guid of the target record. How you provide record selection is up to you. Most common for reference tables is to build a dropdown. If number of records is large you may need to build an alternative UI.

    Thread Starter manojmane29

    (@manojmane29)

    @alexacrm So the values will be GUID of the recordid and name will be the schema value correct ?

    Plugin Author alexacrm

    (@alexacrm)

    If the direct guid assignment does not work, try lookup syntax where the value is a serialized EntityReference:

    value='{“LogicalName”:”account”,”Id”:”02ee3bae-1603-e711-80fa-5065f38be4f1″,”DisplayName”:”A. Datum Corporation (sample)”}’

    DisplayName is optional for setting the value.

    That syntax should work for multi-entity lookups like Regarding or Customer fields.

    HTH

    • This reply was modified 4 years, 1 month ago by alexacrm.
Viewing 3 replies - 1 through 3 (of 3 total)
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