Auto-fill fields before save

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Posted on by Yazz99

Hi,

In opportunities, I have a lookup field: 'Sales Owner' (different to 'Owner') that I want populated from 'Created by'.

I have created a business rule that works, but it only fills it on refresh. I have also tried it with 'if Topic contains data' and it still didn't work.

I would like the the field to be populated before save.

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Customization / Solutions / SDK and API

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RaviKashyap 55,410 on at

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RE: Auto-fill fields before save

Hi,

As suggested above, Created By field won't populate unless the record is created. You could use the JavaScript to set the logged in user.

Below thread contains the javascript method which you can use-

community.dynamics.com/.../247188

Hope this helps.
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Kalpavruksh D365 CoE 2,545 on at

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RE: Auto-fill fields before save

Hi,

As all the system fields of any entity like "created by" gets saved in the database once the record is saved, this can not be achieved using a business rule/javascript before save. If it is any custom field which gets auto-populated before save, the business rule will work. There is one option to populate this field. Using javascript, get the logged in user and pre-populate this lookup as logged in user who will create the record will be stored as Created by for that record.

Please mark as verified if the answer has helped you to resolve the issue.
Yazz99 20 on at

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RE: Auto-fill fields before save

I have also tried a workflow and that works on 'save' but I really need to get it to work before 'save'.

Thank you!