Prefil and hide Look-up form fields in an RTM form

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Posted on by CHK1970

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Hi

We created a source campaign eg. CRM2023 that we wish to use on a campaign form. We want to drop the field in a form and pre-fil it CRM2023, then hide this field.
There doesn't seem to be any way to show value from look-up form field types. Even OOTB fields such as Country & Region/State cannot be pre-filled, see below.

I cant believe MS have missed something as imortant as this, Im a sysadmin so it shouldnt be related to permissions.

Anyone have any ideas?

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Leah Ju Microsoft Employee on at

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Hi Partner,

Not like outbound marketing form, you can enable prefill feature:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/form-prefill

And we can't set default value for lookup in the RTM form.

Maybe you can try to add custom javascript to the form:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-manage-forms#add-custom-javascript-to-your-form

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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CHK1970 562 on at

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Thanks for the reply.

Microsoft never make it easy do they, they give you something like an easy click to hide all fields types, including custom
but then remove the ability to prefil look-up fields.

Just so dissapointing!

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Suggested answer

Petr Jantac Moderator on at

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Hello,

The default value for lookup field will be part of the December release. That will allow you to prefill the lookup with a static value in the form designer.

Petr

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