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Customer experience | Sales, Customer Insights,...
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Default a Lookup Field to Value

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Hi,

I am migrating an on-premise solution to an online environment. Previously I had a custom Settings entity which holds default values for particular lookup fields. e.g. Default approver (systemuser) for an Invoice over $20,000. Is there a new better way of doing this? The administrator needs to be able to change the value without needing to deploy a solution or change code. 

Thanks in advance.

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: Default a Lookup Field to Value

    Hi,

    Using configuration data in a config entity is good option what you are doing it now, as this is data , it can be easily changes without any code changes. So what you are doing it currently is perfect solution. 

    You can use configuration migration tool to move this kind of data between environments

    Move configuration data across organizations - Power Platform | Microsoft Learn

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