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Is it possible to set default value for custom field while tracking the appointment from outlook

Posted on by

Hello All Experts,

On creation of the appointment using outlook and tracking it i  need to set some default value to an optionset field.

although i have written javascript for on create on the form , but it's not working as required, 

I am creating an appointment and doing set regarding.

coming back to crm web application and checking that record with that  field and it is not set to expected default value on create, as per my understanding this is already an update form.

if i try to write code in update mode then the form is getting dirty , so is there any way to control javascript from within outlook and it should already work as expected.

  • Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: Is it possible to set default value for custom field while tracking the appointment from outlook

    One thing you can do is using Business Rule as Entity scope so that it will trigger on client-side as well as server-side.

  • Suggested answer
    Sudheer Reddy Profile Picture
    Sudheer Reddy 115 on at
    RE: Is it possible to set default value for custom field while tracking the appointment from outlook

    JavaScripts are form level components. They dont get fired during "Track" event. You need to go for Workflow / Plugin in this case.

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