how could i prefill a basic form in insert mode

[cdamy]

Hello,

I created a page which contains a basic form in insert mode. i need to prefill the fields on the form when it's loaded.

How could i do it?

Thanks.

Regards.

[NatGeo]

I believe you can use JavaScript for it or by setting default values.

[OliverRodrigues]

@NatGeo answer is correct, can you give more details of your requirement? you need to apply JS basically

[OliverRodrigues]

@cdamy were you able to solve your problem? do you need any more info? 

[cdamy]

Hi 

Thanks for your responses. @OliverRodrigues i created a list and two forms(one in insert mode and second in edit mode). My entitylist is linked to opportunities list. I added on it a menu actions with some action to edit another custom entity.Which has these forms. Now by default the basic form in insert mode open empty. I want to prefill some fields. So you told to put some javascript. Where? in form on load event in crm inside. or in portal inside?

Thanks.

Regards.

[NatGeo]

Hi @cdamy,

you can use Web Page -> localized content->Advanced (for CSS, JavaScript)

[cdamy]

Hello NatGeo,

Thanks. So i should use webapi to retrieve item dataverse and set the values into my forms?

[NatGeo]

Hi @cdamy ,

If you have to assign values to fields from another table, then it is getting more complex.

You have to retrieve data and assign values using (FetchXml, Liquid and some JavaScript).

Please explain more what you are trying to achieve.

[cdamy]

Hello @NatGeo ,

Thanks for your response, As i explained to @OliverRodrigues . I created an entitylist of opportunities and i added some actions to them. One action consist to open a  new form of custom entity called "visit". So i created a basic form linked to this entity form in dataverse. But my basic form is in insert mode. The form contains two lookup fields, and other fields . One lookup is linked to table contact which is the opportunity contact and the second is linked to opportunity.

I pass through the webpage the querystring which contains the id of the opportunity select into the list.

Is it clear? or i should send you some screenshot?

Ps: You suggest to use only liquid and js without calling webapi or REST(odata,..)?

[NatGeo]

From explanations you provided, I am not sure there is a way to set a default value for a lookup(s) (if I understood correctly, your requirments). I see that you can only populate the lookup with certain set of records, based on UserID or any other ID.

As for populating lookups you have to use Web template to retrieve some data (this is your webAPI),  FetchXml.  JS - is for assigning values for lookup (Web Page).