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On create of field value populate

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Posted on by Rahul Rathore

we have two entity, Opportunity and Install Location. In opportunity there is install location lookup field and one option set field. And in install Location entity all the location are available there. so when we create opportunity and when i select option set value then based on that option set value lookup filed is automatically populate from install location entity.

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Abdul Wahab 12,119 Moderator on at

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Hi Rahul Rathore,

There is a column Option set on the Install location table. The same column Option set exists on the Opportunity table. Am I right?

In case I am right then What happened when the value of 'Option set 1' is allocated to two records of Install Location?

What value for the install location table should be set in the opportunity table?

For the user interface, You can use xrm-webapi.

For the server side, You can use:

Power Automate

Workflow

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Mohamed GRAIB 2,504 Moderator on at

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If I understand your need, you want to set automatically the lookup field based on value in the option set field ?

If this is your need, you can create a business rule in the opportunity table.

Your condition is : If the field X = Option X

Your action is : Set default Value : and you choose the default value that you want.

Tell us if this solution resolve your problem.

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Eiken Microsoft Employee on at

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Hi,

May I ask that weather there is a option set field on the Install location entity?

If yes, you can use the Power Automate. The steps are as follows.

1.Find the row in Install Location entity based on the option set field entered in the Opportunity.

2.Update the information in Opportunity

3.Then when you add or update one record in Opportuinty, the lookup filed is automatically populated.

Using the automate flow, the look up field will populate only after clicking the save and refresh.

If the Install location entity don’t contain the option set field. You can set a business rule.

The rule is that the look up field will be set as specific value automatically when you enter the option set field.

But this solution is tedious because you should add each rule manually.

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