Autofill field contact

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Posted on by Dale.Brunner

Hey Guys

I'm trying to figure out how to create an If-Else-string in the entities.

Basically, when selecting the gender, the salutation should automatically be displayed in the corresponding field.

As an example:
Gender: Man
Salutation (autofill): Mr

Is there a way to do this?

Many thanks in advance and greetings from Switzerland

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Answers (3)

LuHao 40,876 on at

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RE: Autofill field contact

Hi Dale.Brunner,

Please don't forget to click "Yes" under "Did this answer your question?" to close this thread.

Thanks. :)
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CRMJetty 3,508 on at

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RE: Autofill field contact

Dear Dale,

Greetings of the day!

In regards to your concerns, we have found the link, which would help on your end to get the things done.

Kindly find the reference link below:

https://www.inogic.com/blog/2016/12/business-rules-dynamics-365/

https://www.powerobjects.com/blog/2015/02/04/setting-field-values-vs-setting-default-values-business-rules/

I hope it helps! Kindly go through the link and feel free to let us know in case of any other concerns, we would be happy to assist you further for the same.

Kind Regards,

CRMjetty

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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LuHao 40,876 on at

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RE: Autofill field contact

Hi partner,

For "If else" between fields on the form, we could use business rules to achieve it.

I will provide you with specific steps.

Here I have these two fields on the Contact form.

Go to Advanced Find > Customizations > Customize the System, expand Entities > Contact > Business Rules. New a business rule.

First select the scope in the upper right corner, which determines which forms the business rule will work on.

Set the condition.

Then add an action that Set Default Value.

Add another condition.

Then add an action that Set Default Value.

IF

Gender equals "Male"

THEN

Set default value of Salutation to "Mr"

ELSE IF

Gender equals "Female"

THEN

Set default value of Salutation to "Ms"

Finally save and publish.

Please note that in business rules you should choose Set Default Value instead of Set Field Value.
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meelamri 13,212 User Group Leader on at

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RE: Autofill field contact

Hello,

You need to create a business rule

If gender isEqual to 'Man' then set value 'Mr'

Check this video, it will be helpfull:

https://youtu.be/Pg4UDppcrgk