How to autopopulate a field based on other field values? - Microsoft CRM

This is a discussion on How to autopopulate a field based on other field values? - Microsoft CRM ; Hello all, I am looking for any pointers that you might have on how to have a field autopopulate based on values from other fields. Here is an example: In working with leads, I want to distinguish between qualified and ...

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Thread: How to autopopulate a field based on other field values?

  1. #1
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    Aug 2010
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    Default How to autopopulate a field based on other field values?

    Hello all,

    I am looking for any pointers that you might have on how to have a field
    autopopulate based on values from other fields. Here is an example:

    In working with leads, I want to distinguish between qualified and
    unqualified leads. (Qualified means that they have the necessary profile we
    are looking for, but does not include whether they are actually interested in
    our specific solution. If they show interest, then we move them to an
    opportunity)

    Anyway, I want to add some additional fields to leads to show:
    - what the title of the lead contact is
    - whether the lead has a specific budget for our type of solution
    - etc.

    Then, I want to have some type of logic that says "IF the value of title =
    'X' AND the value of budget > or = 'Y' THEN the value of field 'Qualified' =
    'Yes'

    This way, I will be able to assign tasks and set filters based on whether I
    need people to follow up on qualified or unqualified leads.

    Does anyone out there have any advice on how I can pursue this, or can point
    me to a document that will help me to figure out how to do it on my own?

    Thanks!

    Kurt




  2. #2
    Junior Member
    Join Date
    Aug 2010
    Posts
    0

    Default RE: How to autopopulate a field based on other field values?

    Hi Kurt,

    You can write just a few lines of JavaScript code to fulfill your
    requirement. You can include the following lines of code in the onSave form
    event:

    if
    ((document.crmForm.all.new_title=="X")&&(document. crmForm.all.new_budget>=Y))
    then
    {
    document.crmForm.all.new_qualified="Yes";
    }

    You can refer to the SDK help file for further information on Javascripting,
    the events available, etc.

    P.S. There may be some syntax mistake(s) in the above code, I don't have
    access to a server that i can test it on

    HTH,
    Niths

    "Kurt" wrote:

    > Hello all,
    >
    > I am looking for any pointers that you might have on how to have a field
    > autopopulate based on values from other fields. Here is an example:
    >
    > In working with leads, I want to distinguish between qualified and
    > unqualified leads. (Qualified means that they have the necessary profile we
    > are looking for, but does not include whether they are actually interested in
    > our specific solution. If they show interest, then we move them to an
    > opportunity)
    >
    > Anyway, I want to add some additional fields to leads to show:
    > - what the title of the lead contact is
    > - whether the lead has a specific budget for our type of solution
    > - etc.
    >
    > Then, I want to have some type of logic that says "IF the value of title =
    > 'X' AND the value of budget > or = 'Y' THEN the value of field 'Qualified' =
    > 'Yes'
    >
    > This way, I will be able to assign tasks and set filters based on whether I
    > need people to follow up on qualified or unqualified leads.
    >
    > Does anyone out there have any advice on how I can pursue this, or can point
    > me to a document that will help me to figure out how to do it on my own?
    >
    > Thanks!
    >
    > Kurt
    >
    >
    >


  3. #3
    Junior Member
    Join Date
    Aug 2010
    Posts
    0

    Default Re: How to autopopulate a field based on other field values?

    Hi, Kurt,

    Have you tried deploying a rule in the Workflow Manager?

    - Open CRM Workflow Manager
    - Choose Lead for "Entity Type:"
    - Navigate to File => New
    - Populate "Name:", "Description:", and choose "Create" for "Event:" => Next
    - Use the "Insert Condition" and "Insert Action" tasks to create the
    condition logic you outlined.
    - Save the rule, and activate it

    Thanks!
    Leslie

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    "Kurt" <Kurtatdiscussionsdotmicrosoft.com> wrote in message
    news:13B04B4E-A36F-4EDD-BBB1-987A2BD2851Catmicrosoftdotcom...
    > Hello all,
    >
    > I am looking for any pointers that you might have on how to have a field
    > autopopulate based on values from other fields. Here is an example:
    >
    > In working with leads, I want to distinguish between qualified and
    > unqualified leads. (Qualified means that they have the necessary profile
    > we
    > are looking for, but does not include whether they are actually interested
    > in
    > our specific solution. If they show interest, then we move them to an
    > opportunity)
    >
    > Anyway, I want to add some additional fields to leads to show:
    > - what the title of the lead contact is
    > - whether the lead has a specific budget for our type of solution
    > - etc.
    >
    > Then, I want to have some type of logic that says "IF the value of title =
    > 'X' AND the value of budget > or = 'Y' THEN the value of field
    > 'Qualified' =
    > 'Yes'
    >
    > This way, I will be able to assign tasks and set filters based on whether
    > I
    > need people to follow up on qualified or unqualified leads.
    >
    > Does anyone out there have any advice on how I can pursue this, or can
    > point
    > me to a document that will help me to figure out how to do it on my own?
    >
    > Thanks!
    >
    > Kurt
    >
    >
    >




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