How to change value of a form field to the user?

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Posted on by bp3378

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I have a form and one of the fields is the requestor. On form load, I want that field to be populated with user's name. I have a custom user table that contains the users of the app. So I prefer to search in this table to get the name. I understand that this can be done with javascript. Can someone provide some resources for doing this? Thanks.

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bp3378 190 on at

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RE: How to change value of a form field to the user?

thanks!

This should be very helpful i'll take a look.
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Community Member Microsoft Employee on at

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RE: How to change value of a form field to the user?

Hi bp3378,

Yes, you could use JS to achieve this. Please follow the step:

1. Create an onload event on your form. Reference: Dynamics CRM JavaScript OnSave and OnLoad - Carl de Souza

2. Use retrieveMultipleRecords() method to retrieve your custom user table in your JS and then set the user lookup field.

Reference:

https://docs.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-webapi/retrievemultiplerecords

Set and Retrieve a Lookup Id and Value using Xrm.WebApi - Carl de Souza