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Default location code for contacts

Posted on by 20

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

 

  • jbernardo Profile Picture
    jbernardo 20 on at
    RE: Default location code for contacts

    thank you!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

    pastedimage1605085739425v1.png

    Thanks. 

    Regards,

    Leah Ju

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

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

    pastedimage1604975717209v3.png

    2.Business rule.

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

    pastedimage1604975743585v4.png

    3.Flow.

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

     pastedimage1604975798734v5.png

    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.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    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.

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