Setting a default value on a lookup field in Microsoft Dynamics CRM 2011 May 23, 2011
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, CRM 2011, CRM 2011 Video, CRM 5, CRM 5.0, crm tips, default look up microsoft crm 2011, Dynamics Four, Dynamics4, filtered lookups, jscript, look up field 2011, lookup filters, Microsoft, microsoft crm, Microsoft CRM 4.0
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In previous a post i posted how to default a value on a lookup field in 4.0. Here is the solution for CRM 2011
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{27457CD-3C7C-E011-8E52-1CC1DE7983EB%257d}’;
lookupItem.typename = ‘pricelevel’;
lookupItem.name = ‘test’;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“pricelevelid”).setValue(lookupData);
}
In my example i am getting the pricelist “test” and defaulting it in the pricelist field on the Opportunity entity. Below is the template you can use to utilize the code for a different look up and values.
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{Fields Guid}’;
lookupItem.typename = ‘Entity Name’;
lookupItem.name = Lookup Value;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“FieldName”).setValue(lookupData);
}
Enjoy!!
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Jarrett's Expert CRM 
Thanks a lot. that’s really great job.
Hi there,
In your above code snippet,
lookupItem.id = ‘{Fields Guid}’;
what should be the Guid value..??? Is it the Id of the lookupfield (to which we assigning the value).
Because in my case, im trying to default the lookup field with the values retrieved from entity that the same lookup field referring.
my lookup field name is currentaddress and im taking the city value from it.
Any help???
thanq
Hi Sony,
You would want to find the GUID for whatever value it is you want to display in the lookup
-Jarrett
This is great but I do not know where to put this code. I am sorry if this should be clearer to me but it is not. Any help is greatly appreciated.
Thanks,
Steve
Hi Steve,
You would want to put it OnLoad
– Jarrett
Thank you. I am trying figure out where the code would go. I need to make the library and from my understanding I need to make a web resource. I get how to do that. I am unsure what parameters to use including file type for this code. I appreciate you help with this and sorry if I am asking a stupid question.
Thanks,
Steve
Create a jscript webresource, call it what you want, but for the function you will put “priceList”. You will then add that webresource to the onload of whatever entity you are working with.
– Jarrett