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How do I set a default lookup field value for the location when I select the field?

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Posted on by Dharmendra_Chavda

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Hello Folks,

How do we set the Location lookup field value when we select Vendor?

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Development / Customization / SDK

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Amit Katariya007 6,246 Moderator on at

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How do I set a default lookup field value for the location when I select the field?

Hello User,

you can create a JS which will run on change of the Vendor and populate the Location field. Also If Location field is populated from Vendor record then you can use field mapping and populate the details.

Thank you,

Amit Katariya
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Muhammad.Affan 2,109 on at

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How do I set a default lookup field value for the location when I select the field?

Hi There,

You can create a business rule to set a default value for the lookup field when certain conditions are met.

Create a condition and use 'default value' action in the Business rule and it should work.

Refer this video

https://www.youtube.com/watch?v=iZ4UR502Gj0&t=237s

If you still face issues we can discuss further.

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney

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