How to set Default value for Lookup Fields

skybow Training GABO

• Created September 09, 2020 07:45

Hello,

I have the current setup:
A Master List  (the one we are working on) and a Sublist "Cost Centre" (Lookup) with Departments and the According Cost Centres.

When a new Item on the Masterlist is created I would like to set a default value for the field "Cost Centre" according to the department of the current User.

The Cost Center has to be changeable during and after the creation of a new item, so I only want to set a default value.

 

What would be the correct way to go about this?

I am working on SharePoint Online with Modern Forms.

 

Thanks and Best Regards

Thomas

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• 

  Christof Nussbaumer

  • September 21, 2020 14:12

  Hi Thomas

  You have to combine some functionalities for your use case:

  • To set default value you can use the Initial Expression functionality on your Cost Center lookup field on the NewForm.
  • To get a list entry from your Cost Center list based on a specific value use a query list function.
  • The department of current user is accesible in Expression Builder -> [[@User.Profile.Department]]

  In fact there is a challenge since the user's profile property placeholder is not working directly inside the query list function. Therefore you need to load this property on a Form Load Action and reuse it in the query list function.

  1. Form Load Action:
  

  window.userdepartment = [[@User.Profile.Department]]

   

  2. Inital Expression with query list function:

  =[[@Web.GetFirstValueForQuery('Cost Center', '<Where><Eq><FieldRef Name="Name"/><Value Type="Text">[[=window.userdepartment]]</Value></Eq></Where>', 'ID')]]

   

  Result:

  This selects the Cost Center entry on your form which has current user's department text in the "Name" field:

  

  

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