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New to Dynamics.
How to auto fill a field (data type-lookup and and target record type-user) with the current logged in user?
var userSettings = Xrm.Utility.getGlobalContext().userSettings;
Var currentUserId = userSettings.userId;
Var currentUserName = userSettings.userName;
LookupValue = new Object();
lookupValue.name = currentUserName;
lookupValue.entityType = "systemuser";
lookupValue.I'd = currentUserId;
//Make sure you've got the form context
In addition, you could also use the workflow, which is a no-code way.
But it can only be triggered when a record is created or updated.
Please refer to the following blog to know how to do this:
Set it to the form's OnLoad event, which is executed every time the form is loaded.
Thank you so much!
I am using the first link you shared to auto populate the user field on form creation. Unfortunately, I am unable to see the primary entity, Quote Detail, in the workflow. Upon so research it appears that not all entities are supported in workflow. Do you know if this is expected behaviors.
Could you tell me what the display name and name of the Quote Detail entity are? Or you could provide a screenshot of the entity like this:
Does the Quote Detail entity refer to the Quote Line entity?
If so, then I can create its workflow in my environment.
Note that although the name of this entity is quotedtail, in D365 we see its display name - Quote Line.
So the entity you need to select in the workflow is Quote Line instead of Quote Detail.
Here is my entity. The display name is Record Bid.
I am able to create the workflow but when I go in and add a step to the workflow to update the Record Bid I do not see it in the drop-down.
This is by design.
We are unable to update the Quote Line using the workflow.
(As long as the entities have the same name, even if the display name is different, they are still the same entity. So Record Bid and Quote Line are the same entity.)
In fact, entities like opportunity line, order line, etc., we can't use workflows to update them.
Please refer to these two articles:
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