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Auto Populate a New Field within all Accounts RRS feed

  • Question

  • Hi,

    I want to create a new field within accounts and have the same value entered in all of my current accounts. Is there a way to create a new field and have all accounts auto populated with the same value?

    Thank you,
    Melissa

    Tuesday, July 17, 2012 6:58 PM

Answers

  • If you want to default your new field with a value you can:

    create a workflow which updates the value of your field every time you create a new account or

    create a JScript that defaults the value

    create a plugin that does the same


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Tuesday, July 17, 2012 7:17 PM
  • If you want to update your existing accounts, besides workflow you can also use the bulk edit feature.

    For a picklist attribute, the default value can be set at attribute level on the entity.

    HTH 

    Sam 


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by Melissa_crm Wednesday, July 18, 2012 8:53 PM
    Tuesday, July 17, 2012 11:16 PM

All replies

  • If you want to default your new field with a value you can:

    create a workflow which updates the value of your field every time you create a new account or

    create a JScript that defaults the value

    create a plugin that does the same


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Tuesday, July 17, 2012 7:17 PM
  • If you want to update your existing accounts, besides workflow you can also use the bulk edit feature.

    For a picklist attribute, the default value can be set at attribute level on the entity.

    HTH 

    Sam 


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by Melissa_crm Wednesday, July 18, 2012 8:53 PM
    Tuesday, July 17, 2012 11:16 PM
  • Thanks for the tips. I ended up doing the updates through workflow. The bulk edit did not have my custom field available for edit.
    Wednesday, July 18, 2012 8:53 PM