Forums

Autofill a lookup field Cancel The title field is required!

1. Charlotte Wang

   

   20 posts
   Registered:
   02 Nov 2021
   02 Feb 2022

   Link to this post

   How can I autofill a lookup field? only when the field value is empty or blank.
   
   I used Rule Manager to set a default value for Country field but it doesn't work? Doesn't work for lookup fiels?
   
   Here are what I setup in Rule Manager: 
   1st attempt:
   When: tsbc_address1countryid doesnotcontainsdata
   Then set tsbc_address1countryid to the guid of the country (for instance: Canada)
   
   2nd attempt:
   When: tsbc_address1countryid doesnotcontainsdata
   Then set tsbc_address1countryid to "Canada" (text)
   
   Please help. Thanks!
   

   Last modified on 03 Feb 2022 01:02 by Charlotte Wang
2. Brady Ward

   

   92 posts
   Registered:
   19 Aug 2021
   03 Feb 2022 in reply to Charlotte Wang

   Link to this post

   Hello Charlotte,
   
   If you are not concerned with which specific value the Lookup populates with, you can set the PrepopulateFirstValue setting to true under Advanced > Model.
   
   However, if you do want to populate a specific value, you can continue using the Rule Manager widget. When you are setting a value in a lookup widget, you need to use the following convention:
   
   entity_logical_name;00000000-0000-0000-0000-000000000000
   
   ie. account;853a8760-65a2-2acc-0593-ceeb27ab391b
   
   Let me know if you have any questions,
   
   Brady
   TPC Web Developer
3. Eric Mann

   

   59 posts
   Registered:
   16 Oct 2020
   08 Feb 2022 in reply to Brady Ward

   Link to this post

   Brady, 
   I attempted the above using the PrePopulateFirstValue setting to True and I'm not seeing it prepopulate, is there any other settings to adjust? I do have a Filter and using FetchXML to limit results down to a single record / selection. 
4. Brady Ward

   

   92 posts
   Registered:
   19 Aug 2021
   09 Feb 2022 in reply to Eric Mann

   Link to this post

   Hello Eric,
   
   What version of TPC/Sitefinity are you using? PrepopulateFirstValue seems to work for me using a filter and not using a filter (my filter also limits results to a single record).
   
   Another thing we can try is editing the lookup and going to Advanced > Model and ensuring NoDefaultOption is set to False.
   
   Let me know if that works,
   
   Brady
   TPC Web Developer
5. Eric Mann

   

   59 posts
   Registered:
   16 Oct 2020
   09 Feb 2022 in reply to Brady Ward

   Link to this post

   Brady,
   Yes, I double-checked NoDefaultOption is set to False. Here are versions we are running. Also, if important the form is part of a Form Flow. 
   
   TPC v6.0.7400.145
   Sitefinity 13.1.7400.0
   
   Thank you,
   
   Eric
6. Brady Ward

   

   92 posts
   Registered:
   19 Aug 2021
   09 Feb 2022 in reply to Eric Mann

   Link to this post

   Hello Eric,
   
   I tested on TPC 6.0.7629.145 and it seems to still work, even in a Form Flow setup.
   
   Just to confirm a few things;
   
   - Do you see any errors in the console?
   - Do you see a value in the list when manually clicking the lookup?
   - Is there any custom JavaScript or a Rules Manager on the page that could be interacting with that field?
   - Have you tried adding a new Lookup to the form, copying the fetch and setting PrePopulateFirstValue to True to see if the issue lies within that specific instance?
   
   Looking forward to your reply,
   
   Brady
   TPC Web Developer

   Last modified on 09 Feb 2022 20:02 by Brady Ward
7. Eric Mann

   

   59 posts
   Registered:
   16 Oct 2020
   09 Feb 2022 in reply to Brady Ward

   Link to this post

   Brady,
   1. No errors in console
   2. Yes, value is present and as expected in lookup manually
   3. No Rules or JS on that field on that form
   4. New form / lookup - we will attempt this next and inform when complete. 
   
   thank you,
   
   Eric 
8. Brady Ward

   

   92 posts
   Registered:
   19 Aug 2021
   10 Feb 2022 in reply to Eric Mann

   Link to this post

   Thank you for that information Eric!
   
   Let me know how it goes with the new form and/or lookup.
   
   In the meantime, I will attempt to setup a Sitefinity instance that matches your version exactly to rule that out as well - I only matched your TPC version during my first test.
   
   Kind regards,
   
   Brady
   TPC Web Developer
   
9. Eric Mann

   

   59 posts
   Registered:
   16 Oct 2020
   10 Feb 2022 in reply to Brady Ward

   Link to this post

   Brady,
   New form / field outside of Form Flow and worked as expected. I'm going to rebuild form and fields from scratch as another attempt. 
10. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    10 Feb 2022 in reply to Eric Mann

    Link to this post

    Awesome! Keep me updated with the progress.
    
    All the best,
    
    Brady
    TPC Web Developer
11. Eric Mann

    

    59 posts
    Registered:
    16 Oct 2020
    10 Feb 2022 in reply to Brady Ward

    Link to this post

    Brady, 
    I switched one of the filters from another lookup field / widget (customerid) to QueryString (customerid) in Form Flow. I added it a couple of steps ahead of target field w/ PrePopulateFirstValue = True. This method is working consistently. I'm thinking the filter lookup (A) was not populated when PrePopulateFirstValue fired on target field (B). Hope this helps someone else and I appreciate your assistance. 
    
    Thank you,
    
    Eric 
12. Charlotte Wang

    

    20 posts
    Registered:
    02 Nov 2021
    11 Feb 2022 in reply to Brady Ward

    Link to this post

    Hi Brady,
    I tried the format you provided and it doesn't work.
    I wonder if the GUID should be encrypted or unencrypted?
    
    
    
13. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    11 Feb 2022 in reply to Charlotte Wang

    Link to this post

    Hello Charlotte,
    
    The GUID has to match whatever is contained in the lookup. So if you are passing an unencrypted GUID to the lookup, the lookup must also be set to EncryptGuids = false. Though, it is highly recommended to keep GUID's encrypted whenever possible.
    
    All the best,
    
    Brady
    TPC Web Developer
14. Charlotte Wang

    

    20 posts
    Registered:
    02 Nov 2021
    11 Feb 2022 in reply to Brady Ward

    Link to this post

    I see. I used unencrypted and didn't update the field setting to "false". I will try again. 
    Re encrypted GUID, it seems to be related to security risk., right? Could you explain me a bit more
    the risk be if using unencrypted GUID? I'd like to get a better understanding how this works.
    
    Thanks a lot!
    
15. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    11 Feb 2022 in reply to Charlotte Wang

    Link to this post

    Hello Charlotte,
    
    Yes, it is related to security. Encrypting the GUID's adds an extra layer to protect any potentially sensitive information. The GUID's returned from CRM may not always need to be encrypted, but having everything Always Encrypted helps prevent any unwanted information being released to the public domain.
    
    I would also like to add one more suggestion for your trials. If it is easier, in your rules manager, you can set the Action step to Run Script and use the text value (like the country name) to populate the lookup. In the script add the following line:
    
    tpc.forms[0].field_developer_name.set_textValue("COUNTRY NAME");
    
    Updating field_developer_name to the developer name of the lookup (found when you edit the wdiget and expand More Options) and the COUNTRY NAME to the text value of the country name (case insensitive).
    
    Let me know if you have any more questions,
    
    Brady
    TPC Web Developer
16. Dan Rausch

    

    11 posts
    Registered:
    20 Aug 2021
    11 Feb 2022 in reply to Brady Ward

    Link to this post

    Brady Ward said:Hello Charlotte,
    
    The GUID has to match whatever is contained in the lookup. So if you are passing an unencrypted GUID to the lookup, the lookup must also be set to EncryptGuids = false. Though, it is highly recommended to keep GUID's encrypted whenever possible.
    
    All the best,
    
    Brady
    TPC Web Developer

    
    
    Hi Brady,
    
    Per your note above I'm wondering if there is a way to generate an encrypted value in a Rules manager rule.  For example, the value in the rule might be something like "853a8760-65a2-2acc-0593-ceeb27ab391b:encrypt" or some other format like that.  Is this possible?  Then we don't need to set EncryptGuids = False.
    
    
17. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    11 Feb 2022 in reply to Dan Rausch

    Link to this post

    Hello Dan,
    
    There are a few ways we could approach this depending on your current process.
    
    Where is the unencrypted GUID coming from in the first place?
    
    We could create a Saved Query (https://www.crmportalconnector.com/developer-network/documentation/how-tos/mvc-based-widgets/how-to-use-the-saved-queries-feature) to pass the unencrypted GUID to and retrieve an encrypted GUID back, but I'm curious why the GUID is unencrypted to begin with.
    
    If you'd like to go ahead with the Saved Query I can assist you with the process but would love to hear your current approach to getting the unencrypted GUID in the first place.
    
    Looking forward to your reply,
    
    Brady
    TPC Web Developer

    Last modified on 11 Feb 2022 21:02 by Brady Ward
18. Dan Rausch

    

    11 posts
    Registered:
    20 Aug 2021
    11 Feb 2022 in reply to Brady Ward

    Link to this post

    It's actually really simple ... we go into the CRM, open the record we want as a default and grab the id value from the url.  Then we can paste that value into the Rules Manager in the Set Value action of the rule.
19. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    14 Feb 2022 in reply to Dan Rausch

    Link to this post

    Hello Dan,
    
    In that case, would my above suggestion about using set_textValue and Script as the action step not work for you? This would save any GUID conversions.
    
    Let me know,
    
    Brady
    TPC Web Developer
20. Dan Rausch

    

    11 posts
    Registered:
    20 Aug 2021
    14 Feb 2022 in reply to Brady Ward

    Link to this post

    Yes, that's probably the best solution.  We will give that a try.
    Dan
21. Brady Ward

    

    92 posts
    Registered:
    19 Aug 2021
    14 Feb 2022 in reply to Dan Rausch

    Link to this post

    Let me know how it goes. Worst case we can continue with the Saved Query, but if we're able to implement the script and setting text value, that would be a huge time-saver and one less barrier for yourself and your team.
    
    Best of luck,
    
    Brady
    TPC Web Developer
22. Charlotte Wang

    

    20 posts
    Registered:
    02 Nov 2021
    16 Feb 2022 in reply to Brady Ward

    Link to this post

    Hi Brady,
    
    I tried using set_TextValue()  in Rule Mgr and it works. Thanks.
    
    I also tried the configuration 'Set Value' when country field contains no data using Rule Mgr with the format (entity name; GUID) and it doesn't work for both encrypted or unencrypted GUID.
    I wonder if it's a bug? The tpc version is v6.0.7629.145 for your reference. 
    
    
    
23. Bhargavi Mahal

    

    14 posts
    Registered:
    16 Dec 2020
    17 Feb 2022 in reply to Charlotte Wang

    Link to this post

    Hello Charlotte,
    
    Good to know that it worked!
    
    Thank you for providing the version. We will test it and report to product team.
    
    Regards,
    Bhargavi.