Lookup Fields - trillium_quality - Latest

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
Latest
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Copyright
2024
First publish date
2008
Last updated
2024-10-18
Published on
2024-10-18T15:21:24.697372

You can customize the Trillium Quality for Dynamics web resource XML file to include lookup fields for specific entities. These lookup fields are defined inside the entity tags and are formatted as follows:

<LookupFields>
    <LookupField LookupFieldName="" ReadFieldName="" WriteFieldName="" />
</LookupFields>

where:

LookupFieldName refers to the actual GUID (Globally Unique Identifier) lookup field on the entity.

ReadFieldName refers to the field that is on the lookup entity and is being returned from the lookup.

WriteFieldName refers to the field that the returned value is saved to.

For example, assume you have a Lead lookup field on the Contact entity and want to retrieve the company name from the Lead entity. The two relevant fields on the Contact entity will be leadlookup1, which is the Lead lookup field, and leadcompanyname, which the company name will be written to. The one relevant field on the Lead entity will be companyname, which is the field you want to retrieve from this lookup. This lookup will be defined inside the <LookupFields> tags in the web resource XML as follows:

<LookupField LookupFieldName="leadlookup1" 
ReadFieldName="companyname" WriteFieldName="leadcompanyname" />