Set Organization lookup to default with account record in portal page

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Posted on by Narendra Sunkara

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Hi all,

I am using following Jquery code to set default value to Organization lookup field in portal page(powerapps portals).

I am trying to set account record as my default value.

But not working.

Can someone tell me what went wrong.

Bit urgent

$("customer_name").attr("value","XXXXXXXXX");
$("customer").attr("value","42e9af18-c077-ea11-a811-000d3acb08cf");
$("#customer_entityname").attr("value","account");

Regards,

Babu

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cloflyMao 25,210 on at

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Hi Babu,

1. Can your see the record in popup dialog?

2. Would name of field actually be customerid instead of customer?

,and '#' is also required for selector of first and second lines.

Please check id of input fields again for confirmation:

Regards,

Clofly

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Narendra Sunkara 467 on at

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Hi Clofly,

Following code worked for me. I gave wrong id in first line

$("#customerid_name").attr("value","XXXXXXXXX");

$("#customerid").attr("value","42e9af18-c077-ea11-a811-000d3acb08cf");

$("#customer_entityname").attr("value","account");

I could able to populate lookup field value now in dev. Do I need to do same thing in other environments(SIT, Prod) also?

Regards,

Babu

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cloflyMao 25,210 on at

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Hi Babu,

It depends on whether id values of three selectors in other environments can also match to corresponding id attribute of input elements.

Please open inspector with F12 to confirm them.

Regards,

Clofly

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Narendra Sunkara 467 on at

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Hi Clofly,

Now I am getting other problem.

I could not able to submit the form after I prepopulate the lookup.

I am getting following error. Don't know the reason.

An unknown failure has occurred. Error ID # [063e11a6-eb0d-4826-b40a-2ab4b43be438]

Previously it was submitting correctly when select lookup value from popup.

Your help appreciated

Regards,

Babu

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cloflyMao 25,210 on at

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Hi Babu,

It's a generic error.

Can you create record in CRM directly with same lookup customer or by selecting a same customer from popup without prepopulating?

Try to troubleshoot by answer in this thread:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/278969/error-while-submitting-data-from-portal/796511

Regards,

Clofly

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cloflyMao 25,210 on at

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In addition, here is another thread which the final answer would be similar to your issue:

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/243513/issue-in-customer-self-service-portal-in-dynamic-365/672709

If the field couldn't be set to get populated by javascript to submit form, then create an Entity Form Metadata record for your entity form to solve the issue.

Regards,

Clofly

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Inogic 703 on at

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You can use below code to set default value in lookup field;

Also, you can pre-populate lookup field using Entity Form Metadata, below given is a reference link:

docs.microsoft.com/.../configure-web-form-metadata

Thanks!

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