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Editorial Team
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Editorial Team
Asked: June 14, 20262026-06-14T06:50:03+00:00 2026-06-14T06:50:03+00:00

I would like to have a field automatically be populated with something I define

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I would like to have a field automatically be populated with something I define in a workflow. Currently I have the workflow running upon record creation, however the field is only populated AFTER the user saves the record for the first time.

How can I use a workflow to populate that field before the user saves the form?

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  1. Editorial Team
    Editorial Team
    2026-06-14T06:50:04+00:00Added an answer on June 14, 2026 at 6:50 am

    You can’t. Workflows function on the server-side, but you’re asking about populating a client-side field before the server is contacted. Moreover, workflows are triggered asynchronously, which by definition means the record has to be created in advance.

    You’ll need to either attach a JavaScript function to the OnSave event, or trigger the population of the field in a pre-validation or pre-operation .NET plugin. I suppose you could use a Dialog as well, but that would require user input. See the below links for more detail on the differences between plugins, workflows, and dialogs.

    • Options: Plugin, Workflow or Dialog
    • Automate Business Processes in Microsoft Dynamics CRM
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