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Add a description how to update a record with a lookup in a free form #73

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merged 6 commits into from
Jun 27, 2024

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YuliyaPoznyak
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@georged georged left a comment

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We need to explain the syntax for the lookup column value. It's either table:guid (for compatibility reasons) or serialised lookup (recommended) value = '{"LogicalName": "account", "Id": "{{accountid}}" }' %}. Cleaner syntax is probably using twig variable

{% set accountref = {"LogicalName": "account", "Id":  accountid } %}
<input value='{{accountref}}' ... >

Give validated examples of both. Confirm with Max which table name we need to use in the first (logical or schema).

Also, add a section about setting default values on the form if we don't have one already, most popular being a marketing form with hidden fields like source of lead (choice/optionset) and current user to set as an owner. Maybe that should be a KB as a real example.

@YuliyaPoznyak YuliyaPoznyak requested a review from georged June 26, 2024 10:12
Yuliya Pazniak added 2 commits June 26, 2024 17:26
@georged georged merged commit 858d4f2 into master Jun 27, 2024
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@georged georged deleted the addFreeLookup branch June 27, 2024 22:30
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2 participants