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How can I set the default value of a lookup column

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Posted on by MJWhite

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Hi there

A choice column has an option to set a default value, but a lookup column doesn't.

A basic form has a option to 'Prefill this field' for a text column but not for a lookup column.

There is an option to 'pre-populate field' when when adding (attribute) metadata to a basic form, but it doesn't seem to work with a lookup column (I've tried adding the text or the ID).

Hence, I wondered if anyone else has managed to set the default value of a lookup column and, if so, how?

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MJWhite 338 on at

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Adding reply as otherwise it doesn't show on default sort (have reported this and understand it will be fixed)

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Fubar 8,352 Super User 2025 Season 2 on at

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Without JavaScript/JQuery you are generally limited to either:

populating the Lookup that is the parent table - this is set on the Basic Form under Associated Table Reference, and to prefill you first need to set the On Save to Yes, and then tick the Populate Lookup Field

populating a Lookup to the current user Contact, or another Lookup from a Lookup that is on the current user Contact.

With JavaScript/JQuery you can populate a Lookup if you have (or can get) the guid and name values to populate the Lookup with (e.g. get via Liquid table direct access or use fetchxml, or use the Portals Web API)

There may be some typos in the bellow but something like

// fieldSchemaName = the lookup field // guid = guid of the record to populate // name = value in the Primary Column of the record to populate // tableSchemaName = Table schema name of record being populated function populateLookup(fieldSchemaName, guid, name, tableSchemaName){ $("#"+fieldSchemaName+"_name").val(name); $("#"+fieldSchemaName).val(guid); $("#"+fieldSchemaName+"_entityname").val(tableSchemaName); });

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MJWhite 338 on at

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Thanks @fubar

The first option looks the most attractive, but it 'hangs' looking for a relationship (see screenshot below):

There's definitley a relationship between the Account table and Country table (see screenshot below taken from Country column on Account table):

Any ideas on how to eliminate the 'hanging'?

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Inogic 1,135 Super User 2025 Season 2 on at

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Hi,

You can prepopulate the Lookup field with given three options in the Basic Form Metadata for a specific Entity Form,

You can still extend this functionality by setting the default value to the lookup field in the Power Pages.

Please follow the steps given below.

We will leverage the jQuery (JavaScript).

The lookup Column in Power Pages Contains three Inputs Record Name, Record GUID, and Entity Name.

We have to set three of the input fields to set the default value to the lookup field in the form.

Navigate to the Power Pages Management > Basic Form > Choose your Form > Additional Settings Tab > Custom JavaScript

Please refer to the screenshot given below.

Please use and update the code snippet below with your default values for the lookup field.

$(document).ready(function(){
//Record Name
$("#lookupfiledid_name").attr("value", ‘Jhon’);
//Record GUID
$("#lookupfiledid").attr("value", ‘156ttdee-57be-ed11-83fe-002248ecdeed’);
//Table Name
$("#lookupfiledid_entityname").attr("value","contact");
});

This way, you can set the default value to your required lookup field in the Power Pages.

Hope this helps.

Thanks!
Inogic Professional Services: Power Platform/Dynamics 365 CRM
An expert technical extension for your techno-functional business needs
Drop an email at crm@inogic.com
Service: https://www.inogic.com/services/
Tips and Tricks: https://www.inogic.com/blog/

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MJWhite 338 on at

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Thanks for the help.

I've tried both suggestions for javascript without success. One generic question is whether it will work if the lookup is rendered to a dropdown or do I need to take that off?

Then some specific quesions about each suggestion:

Does lookupfiledid need to be replaced and if so with what?

If the primary column of the table being lookup is no longer called name, does lookupfiledid_name need to be renamed?

Should name, guid and tableSchemaName be in ' ' or " "?

If the primary column of the table being lookup is no longer called name, does _name need to be renamed?

Thanks again

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Inogic 1,135 Super User 2025 Season 2 on at

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Hi,

The code provided in the previous reply will work with the lookup default component, It will prepopulate the lookup values On-load of the form in Power Pages and will be saved in the record On-save.

Please find the code below and update it as per your requirement,

$(document).ready(function(){
//Record Name
$("#lookupfiledid_name").attr("value", “Jhon”);
//Record GUID
$("#lookupfiledid").attr("value", “156ttdee-57be-ed11-83fe-002248ecdeed”);
//Table Name
$("#lookupfiledid_entityname").attr("value","contact");
});

Save and Sync the Power Pages Site to the reflected changes.

Hope this helps.

Thanks!
Inogic Professional Services: Power Platform/Dynamics 365 CRM
An expert technical extension for your techno-functional business needs
Drop an email at crm@inogic.com
Service: https://www.inogic.com/services/
Tips and Tricks: https://www.inogic.com/blog/

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