Setting default value for the look up field

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Posted on by Community Member

Hi Team,

I have a Look up field filtered by values based on other field selection. the look up field will be always contains only one record. so i want to set that one record to be the default one for the look up field.. how to do that. i used to filter the filed by using the related field filtering option in the field properties. or how to set the lookup field setting by index?

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Mahadeo Matre 17,021 on at

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Might be you can try Javascript on form load to set this lookup value.

www.mscrmconsultant.com/.../get-and-set-lookup-value-using.html

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Aileen Gusni 44,524 on at

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Praba,

What is the field selection?

If it is a lookup field as well then you can use filtered lookup using properties only, but it wont set the default. Instead, it will need you to click the lookup button first.

Same as well with setting default view

bingsoft.wordpress.com/.../default-customer-lookup-to-contact-in-crm-2011

If you want to really set the default lookup, at first, you need to retrieve the exactly record you want, you said the record always only return one data.

You can use query using odata, see this link for your reference.

After that after you get the record, you can use javascript to set the default lookup field,

Example:

function SetLookup(fieldName, idValue, textValue, typeValue)

{

    var value = new Array();

    value[0] = new Object();

    value[0].id = idValue;

    value[0].name = textValue;

    value[0].typename = typeValue;

    Xrm.Page.getAttribute(fieldName).setValue(value);

}

see these posts

jlattimer.blogspot.com/.../setting-default-lookup-values-with.html

Or you can use query string if passed from somewhere else form

stackoverflow.com/.../dynamics-crm-2013-setting-default-values-in-a-form-from-an-entity

Anyway, there is an example to set the default value for your lookup

missdynamicscrm.blogspot.com/.../Set-Default-Price-List-to-Opportunity-CRM-2011-2013-No-Hardcode.html

Just change this query to your own query, to return your only one record and set it as default.

Hope this helps you!

Thanks.

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Community Member on at

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Thanks Mahadeo,

The drop down has a record and need to set that as default. i am not going to set a particular value from list , if so then i can create one object and set it. here it has only one record in the drop down i need to set.

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Community Member on at

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Hey Aileen,

is there any way to set the first index of the drop down field to set as default? Because, using the ootb i retrieved the data that i need to display in the form. i need to set that as selected one in the dropdown. Instead of "need you to click the lookup button first"

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Aileen Gusni 44,524 on at

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Praba,

Not using index.

You need the guid of the record, because every people, every lookup, every sorting also will give different index.

To set a default lookup value, crm only accepts guid of that exact record hope that can help you.

Thanks.

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Archer Mehrab 186 on at

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Hi Prabagarane

also there is another way for setting the default value to the lookup list, based on the different scenario , which is using the Workflow ( Real time )

Create the work flow based on the entity which you have the Lookup filed , on create or on change condition, use update entity and select the field in the update form , and then stop the workflow

please let me know if you might need any more explanation or screenshot

Archer

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Community Member on at

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Hi Archer

I tried doing what u say but didnt suceed .. or didnt understand exactly what to update . Would appreciated your help

Maya

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Community Member on at

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Hi Archer,

same here. Can you give some more details as I cannot see how you would achieve this functionality with a workflow.

Thanks

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