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Auto-populate contact lookup as current portal login user on record create from power page or portal using form Associated Table Reference configuration no code

Auto-populate contact lookup as current portal login user on record create from power page or portal using form Associated Table Reference configuration no code

If you need to create a Dataverse record that contains a lookup to a contact, you'll be interested in this article. The post explains how to use form associated table reference configuration to auto-populate the contact lookup field with the current portal login user, without writing any code.

For example, consider a form with a Patient lookup field (where Contact entity's display name is Patient). By following the instructions in this post, when a new record is created using the form, the Patient lookup field will be populated with the current portal login user, without any manual intervention.

So if you're looking to streamline your workflow and simplify the process of creating Dataverse records with contact lookups, check out this post and learn how to achieve it with just a few simple configuration steps!

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