Default value in Subject Tree?

[Keithj42]

Is there any way to place a default value in the Subject Tree? We have
a form in which we do not want to use the tree, and want to pre-fill
it with a default value. Can this be done through workflow?

[AdamV]

Workflow is probably not ideal since it runs in the background after the
record is created. If you want a default to be visible to the user on
the form (especially if the field is mandatory) then you need to use
javascript.

I thought I had an example piece of code to do this but I can't find it.
I seem to recall it is similar to doing lookups, so the field contains a
single-element array with values for the record type, GUID and name of
the linked item.
Memory is fuzzy on this though, sorry!

Adam

Post by Keithj42
Is there any way to place a default value in the Subject Tree? We have
a form in which we do not want to use the tree, and want to pre-fill
it with a default value. Can this be done through workflow?

[Keithj42]

Adam - Thank you for the information. In this case, I wouldn't mind
workflows since the user will never see this field. (We are just using
picklists, not the tree). I haven't gotten into scripting yet (still
new to CRM), but I can handle workflows. Any ideas?

Post by AdamV
Workflow is probably not ideal since it runs in the background after the
record is created. If you want a default to be visible to the user on
the form (especially if the field is mandatory) then you need to use
javascript.
I thought I had an example piece of code to do this but I can't find it.
I seem to recall it is similar to doing lookups, so the field contains a
single-element array with values for the record type, GUID and name of
the linked item.
Memory is fuzzy on this though, sorry!
Adam

Post by Keithj42
Is there any way to place a default value in the Subject Tree? We have
a form in which we do not want to use the tree, and want to pre-fill
it with a default value. Can this be done through workflow?- Hide quoted text -

- Show quoted text -

[Matthew McMaster]

Hi Keith,

Workflow should be fine. Just create a workflow on the entity in question,
based on 'when record is created'. first step will be a 'update record' step
where yo update the record itself, and in the properties for this you choose
the option you want on the form from your tree/picklist.

Then, everytime a record is created, after record is saved, it will then
populate the field with your choice

Cheers
Matt

Post by Keithj42
Adam - Thank you for the information. In this case, I wouldn't mind
workflows since the user will never see this field. (We are just using
picklists, not the tree). I haven't gotten into scripting yet (still
new to CRM), but I can handle workflows. Any ideas?

Post by AdamV
Workflow is probably not ideal since it runs in the background after the
record is created. If you want a default to be visible to the user on
the form (especially if the field is mandatory) then you need to use
javascript.
I thought I had an example piece of code to do this but I can't find it.
I seem to recall it is similar to doing lookups, so the field contains a
single-element array with values for the record type, GUID and name of
the linked item.
Memory is fuzzy on this though, sorry!
Adam

Post by Keithj42
Is there any way to place a default value in the Subject Tree? We have
a form in which we do not want to use the tree, and want to pre-fill
it with a default value. Can this be done through workflow?- Hide quoted text -

- Show quoted text -

.