Finance | Project Operations, Human Resources, ...

Defaulting One-time address toggle to Yes

Like (1) Share

Report

Posted on 14 Sep 2023 05:08:25 by Edmund Fearon

Hi all,

My organisation has a Customer account for which a large number of Sales orders are created with single use addresses. We don't want any new addresses saved against the Customer account, but are finding that a very large number are because users are forgetting to toggle it to Yes.

Is it possible to set the One-time address toggle to default to Yes rather than No? This is found in the New address screen, accessed from Create sales order.

All responses (7)

Answers (0)

Martin Dráb 232,552 Most Valuable Professional on 18 Sep 2023 at 05:28:57

Like (0)

Report

Defaulting One-time address toggle to Yes

I don't believe it can be done without a customization. In theory, record templates (not saved views) could be an option, but there is already code changing the value of this field, which you'd need to deal with in some way.
Edmund Fearon 31 on 18 Sep 2023 at 05:00:16

Like (1)

Report

Defaulting One-time address toggle to Yes

Thanks guys,

I am looking for a way of achieving this without custom development at this stage. Saving a View did not do the trick.

If there is no option to configure this, I will look at customisation.
Suggested answer

Kevin Xia Microsoft Employee on 15 Sep 2023 at 07:01:57

Like (0)

Report

Defaulting One-time address toggle to Yes

Hi,

In addition to the method described by Paul, you can also use custom development to set the default value of this one-time address to Yes.

Best regards,

Kevin
Suggested answer

Ramit Paul 22,446 Most Valuable Professional on 14 Sep 2023 at 09:59:27

Like (0)

Report

Defaulting One-time address toggle to Yes

Hi,

Have you tried with the saved view option?

Means, save to "Yes" and save the view as my view, if required you can publish the view to the required people.
Suggested answer

Layan Jwei 7,766 Super User 2025 Season 1 on 14 Sep 2023 at 07:14:45

Like (0)

Report

Defaulting One-time address toggle to Yes

Yeah, apologies I mean the Init method of logisticsPostalAddres. I thought it's the "one-Time" customer flag.

Thanks,
Layan Jweihan
Martin Dráb 232,552 Most Valuable Professional on 14 Sep 2023 at 06:52:20

Like (0)

Report

Defaulting One-time address toggle to Yes

This isn't SalesCreateOrder form. It's LogisticsPostalAddress.
Layan Jwei 7,766 Super User 2025 Season 1 on 14 Sep 2023 at 06:34:24

Like (0)

Report

Defaulting One-time address toggle to Yes

Hi Edmund,

Can you tell us what did you try?

For example, did you try to create an extension of the "SalesCreateOrder" form, then Add your logic in Init method?

Thanks,

Layan Jweihan

Community site session details

Defaulting One-time address toggle to Yes

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Leaderboard

Featured topics

Product updates

Community site session details

Defaulting One-time address toggle to Yes

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates