CRM 2013 introduced Business Rules, which allow you to make changes to form fields based on other field values. This allows you to show and hide fields, change what fields are required/optional and manipulate field values on forms. Some fields in CRM, such as OptionSets, allow you to natively set a default selection when adding the field to the form. However, what if you want to default something in a text, numeric or lookup field? This used to require writing custom JavaScript, but now you can use Business Rules to easily set default values on forms.

Here’s how to do it:

  1. Open the form in the Form Editor
  2. On the Ribbon, click Business Rules
  3. In the Business Rule Explorer, click New Business Rule
  4. Add the following Condition: “If (field) does not contain data”
  5. Add the following Action: “Set (field) to “(default value)”
  6. Save and Activate the Business Rule
  7. Publish your form

Now your business rule will automatically fill in the default value you specified during create or if a user attempts to blank out the field. Easy as Thanksgiving pumpkin pie, with no JavaScript to write!

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