Using a Lookup Entity in CRM 2011 to handle default values and field lengths on a form
Here are the pieces you need to build in order to replicate this functionality.
1.) Create a new lookup entity. We called it “Processors”. There are two main sections in this lookup entity. The first part we called “Field Lengths.” The following section called “Default Values” (See screenshots below) shows samples of the default values that to be set on the form.
Sample default values are listed below. Each processor lookup option could have had different default values. When creating these attributes we also made the attribute name the same but added “_def” to the attribute.[responsive][/responsive]
Click on Create Host Parameter[responsive][/responsive]
Select a Processor and see default fields get populated automatically based on the lookup entity.[responsive][/responsive]
Field lengths are now restricted based on the lookup entity.[responsive][/responsive]
If this is something your organization could leverage, feel free to reach out to Customer Effective at firstname.lastname@example.org