How to add value to a field from another lookup field?

Question

I have a custom entity Partnership in which I have one lookup field contacts. now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.

is it possible with the help of pre-existing configuration settings,(without plugin or web resource)

Thanks.

Answer 1

If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.

If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.

You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.