Default location code for contacts

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Posted on by jbernardo

is it possible to have the location code set automatically for all new contacts to : 02

This way when quotes are done it will populate automatically.

Right now when the do quote it is not added when to make it an order it is not filled in, then we have to go to each line and manually add the location code

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jbernardo 20 on at

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RE: Default location code for contacts

thank you!
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Community Member Microsoft Employee on at

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RE: Default location code for contacts

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Community Member Microsoft Employee on at

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RE: Default location code for contacts

Hi John,

Many ways can set default location code when new contacts are created.

1.Workflow.

Go Settings > Process.

2.Business rule.

Go Settings > Customization >Customize the System > Entities > Contact > Business Rules.

3.Flow.

Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an automated flow.

4.JavaScript.

function locationCode(executionContext) { var formContext = executionContext.getFormContext(); formContext.getAttribute("new_locationcode").setValue("02"); }

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: Default location code for contacts

Hi John Bernado,

You can achieve this by creating a Flow, Plugin, or Workflow to set the location code to 02 whenever a contact is created.