Assign Country/Region to update custom Territory (choice) field

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Posted on by Sol007

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Hi all,

I am trying copy the Address1: Country/Region data on a Contact summary tab to populate a Territory (custom field) option set which already has various Countries as options. But the Territory field is hidden on the custom contact form. For instance: if Address1: Country/Region field is : Spain then Territory field becomes Spain in the background. Can anyone share tips/guidance of a a better way of achieving this without using workflow?

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Leah Ju Microsoft Employee on at

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Hi Sol007,

According to your description, you are trying to copy and auto-populate another field value.

Generally, you can achieve it through many ways: Business rules, workflow, flow, javascript and plugin.

However, two fields you are using have different type, 'Address1: Country/Region' field is single text, but 'Territory (custom field)' is choice.

The choice field consists of two parts: Label and Value, it displays the label externally but actually stores the value.

When you get value from 'Address1: Country/Region' field, it is text(label), so you need get choice value based on the label firstly, then you can use the value to populate the choice field.

Refer to the following link to get choice value based on the label:

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furkank 535 on at

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Hi,

I don't see a better way than using Power Automate flows or old legacy workflows for doing this. Your other options would be writing plugins or javascript code which is unnecessary effort. Because with flows you can do this without writing any code.

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Sol007 187 on at

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Hi Furkan, yes I am leaning towards using power automate flow to achieve it as old legal workflow might slow form performance. With using power automate flow, are able to share any steps i seem stuck?

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Sol007 187 on at

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Hi Leah, with suggestion can it be used in power automate flow?

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furkank 535 on at

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Yes you are.

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Leah Ju Microsoft Employee on at

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Hi Sol007,

Yes, you can use power automate to achieve your goal.

But one question, the Territory custom field must be choice type?

If the Territory field type is same with the 'Address1: Country/Region' field, steps are very easily, you can populate custom field with value from region field directly.

If the Territory field type must be choice, you need add another step to get value based on the label.

Refer to the following detailed steps:

1.Trigger:

2.List rows--Retrieve String Maps to get value based on label:

objecttypecode eq 'contact' and attributename eq 'crd9d_territory' and value eq ''

3.Update a row:

Test:

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Sol007 187 on at

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Thanks Leah for the detailed steps. Will give it a try. Just to be curious does the String Maps entity only exists in one environment? if I do an import of the power automate flow to another environment that use Contact will it throw an error.

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Leah Ju Microsoft Employee on at

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Hi Sol007,

The 'String Maps' entity is one OOB entity.

If anything is wrong, you can share specific information at that time.

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Sol007 187 on at

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Hi Leah

Just clarifying in your step the 'Territory' field you have used is a text field type? If that is the case, the 'Territory' to achive my scenario musst be a choice field type. Similar to the OOB Territory choice field type in your (Update a row) step. Is this complete not possible to achieve with a choice field type? Thanks

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Leah Ju Microsoft Employee on at

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Hi Sol007,

Yes, The type of 'Territory' field that i have used is choice:

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