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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Setting fixed values ​...
Finance | Project Operations, Human Resources, ...
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Setting fixed values ​​for fields in an entity

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Posted on by Community member 6
Dear Users,
 
Can you tell me how to set default values ​​for the fields that appear when an entity is opened?
 
Thank you
 
Best Regards,
  • Community member Profile Picture
    Community member 6 on at
    Setting fixed values ​​for fields in an entity
    Dear Bharani Preetham Peraka
     
    I'm using D365 F&O.
    This means when you download the Entity and open it with Excel.
    When I open Excel, there is a fixed field that I can enter.
    In this case, I have to add the fields I want every time I open the entity.
     
    I would like to skip the task of adding the fields I want by setting them to default values.
     
    Thank you
  • Community member Profile Picture
    Community member 6 on at
    Setting fixed values ​​for fields in an entity
    Dear Deepak Agarwal
     
    I would like to add only the fields I need and set them as default.
  • Suggested answer
    Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    Setting fixed values ​​for fields in an entity
    What does you mean by 'when entity is opened '?
     
    To set some default values for some specific field we have some standard entity method like postload() or mapdatasourcetoentity() methods if you are asking about export. But can you give us your full business requirement?
  • Deepak Agarwal Profile Picture
    Deepak Agarwal 8,564 on at
    Setting fixed values ​​for fields in an entity
    Hello, 
     
    Do you want to display the same fixed value for all the records? Pl share more details, there are many ways to achieve this. 
  • Community member Profile Picture
    Community member 6 on at
    Setting fixed values ​​for fields in an entity
    Hi Kevin. Thank you for the reply.
     
    Is there a way to change this to settings within the D365 system?
     
    Thank you
     
    Best Regards,
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Setting fixed values ​​for fields in an entity
    Hi,
    You can refer to this official document: Validations, default values, and unmapped fields - Finance & Operations | Dynamics 365 | Microsoft Learn, This article describes how data entity values are validated, how default values can be provided, and how to use fields that are not mapped to data source values, but instead contain virtual or computed data (unmapped fields).
    Best regards,
    Kevin

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