Automatically select lookupfield record – Microsoft Dynamics CRM Forum Community Forum

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I have an entity – called Shipping Requests, with a lookup field to another entity (permits).

A user can manually create a new record in shipping requests, and select a relevant permit (this is a lookup field.)

I would like a workflow that would automatically populate this lookup field:

Country[Shipping Requests] = Country [Permits] AND Product[Shipping Requests] = Product[Permit]

basically if the two values match, in each entity, then the lookup field should populate with the relevant value.

Is there a way to create a workflow to do this?



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