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
thank you!
Hi Partner,
Has the problem been solved? Any updates?
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Thanks.
Regards,
Leah Ju
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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.
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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