Default field based on Form / PowerApp selected?

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Posted on by mick_swartz

Just starting to foray into the world of Model Driven Apps / D365 Sales in general, so apologies if this is in the wrong spot.

Essentially, we're using D365 sales for both Contract sales and Service sales. We have one business flow that forks depending on if the user selects "Contract" or "Service" when they create the opportunity. However, if I create a separate Model Driven App for Contract and Sales instead, would there be a way to default that field depending on the app they are in? i.e. if they're in the Contract app and they go to create a new opportunity, it automatically defaults that field to Contract, and vice-versa. Or is there a way to do that on the form level, so like I have one app default to a Contract form, which automatically defaults that in?

Thanks for the help!

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Mahendar Pal 45,095 on at

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Hi,

While setting up Model driven app you can define particular form for your entity, so just like in the below app designer you can see I have selected only one form for account so in this model driven app user will be able to see this particular form only not other, similarly for the other app you can select different form, Further you can have script/business rules on the form to set default field accordingly.

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Bipin D365 28,983 Moderator on at

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Hi,

You can write JS code on load of javascript and use client api to get current model driven app name.

docs.microsoft.com/.../getcurrentappname

And based on app name you set the field value.

Please mark my answer verified if i were helpful

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LuHao 40,892 on at

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Hi mick,

If you want to do this with no code, then you can select individual forms in different app designers to make users to only access specific forms when they are within a specific app. This way, users will only see the Contract form and Contract fields within the Contract app, and the Service form and Service fields within the Service app.

However, currently D365 has a bug where if there is only one form for an entity in an app designer, then when you select a record from the view and go to its form in the app, only the default form is displayed, not the form that was selected in the app designer.

Please refer to https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/404007/issue-with-form-refresh-in-uci

So we have to select at least two forms for Opportunity in the Contract app and Service app.

In the Contract app designer, one form is Contract form, another is an unrelated form A, Contract form need to be set at the top of form order.

In the Service app designer, one form is Service form, another is an unrelated form A, Service form need to be set at the top of form order.

In other words, Form A may be at the bottom.

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mick_swartz 10 on at

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This is perfect, thanks everyone for the help! Bug workaround worked as well.

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