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Customer experience | Sales, Customer Insights,...
Suggested Answer

Setting Default FIeld Values

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Posted on by 5

I am new to Dynamics CRM so this is probably a very simple issue and I'm overthinking it but I can't find a solution that works or I'm doing something incorrectly.  The business requirement  is to create an entity which contains our Director name so that when added to a report  the Director's name is automatically populated as the default value.  The goal is to avoid hard coding this value  and control display of names and titles for company officials.  For testing, I created an entity and used a business rule to set the default value then added the entity to a form, this results in only a blank field displaying on the form, i.e. the director's name is not populated.

I should specify that there is no corresponding field in the tables,  however all company officials do have user Accounts.

Any suggestions or is my approach completely wrong?

I have the same question (0)
  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    What is the field type of Director name ? Business Rules should work for you to set default value. 

    You can follow below reference-

    www.marksgroup.net/.../

  • cpowell Profile Picture
    5 on at

    Thanks for the response it is a text field.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello there!

    As Goutam said your business rule should work fine. However, it may not be populating the values because of any condition defined.  can you share the steps defined in the business rule?

  • cpowell Profile Picture
    5 on at

    Hi my conditions are listed below.

    Condition: Officials Name

    Set Default Value: Officials Name

    Business Rule (Text View): IF Official does not contain data THEN Set default value of Official to "Clark Kent"

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hi,

    You have the correct condition. Please try to change the scope of the business rule to "All forms" or "Entity" level.

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