Default AuthorID field on Interaction Note Add Form via a data form add in

Kevin Hamling
Kevin Hamling
Eighth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud CRM Developer Discussions

I am trying to default the AuthorID on the Interaction Note Add Form using a data form add in. I can make the field required via the add in. I can default the Title field ("test3") successfully via the add in. In other add ins, I have been able to default a simple data list field to a specific guid. The AuthorID field of the Interaction Note Add Form is a search list field and defaulting the value to a specific guid does not appear to work. I don't know what I'm doing wrong.

(The guid is not my actual guid. The actual guid I am using is the guid that the field is set to if I set it manually):

Snippet from Add In:

Private Sub OnInit()
'This method is called when the UI model is created to allow any initialization to be performed.
AUTHORID.Value = New Guid("AAAAAAAA-D39A-4E9D-8F58-AAAAAAAAAAAA")
AUTHORID.Required = True
TITLE.Value = "test3"
End Sub

Comments

  • Liz Hackett
    Liz Hackett
    Eighth Anniversary Kudos 3 2025 bbcon Attendee Badge Blackbaud CRM Fall 2025 Product Update Briefing Badge

    Hi @Kevin Hamling
    Have you tried using the default values on the Edit Action form?

    You can find the GUID of the person from the URL of their record, it will be the last string on the URL

    recordId=0xxxxxxxx-0xxx-0xxx-0xxx-0xxxxxxxxxxx

    Then, add a default value for AUTHORID, Context Type Expression and use

    ="GUID"

    Hope that helps!

    1cf13fd98ef9f1fc41f792cfd7238479-huge-im
    a327d82082938fa9233351fcabe6735b-huge-70


  • Kevin Hamling
    Kevin Hamling
    Eighth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Liz Hackett
    I appreciate the response. I did not fully explain. I need to default the AUTHORID based on the logged in user, but I need the Author to be different from the logged in user for one specific user. I found that the OOB form sets the AUTHORID to the logged in user in the xml and it takes precedence over logic I put in my add in. I ended up making a copy of the form and set the AUTHORID (for my special case) in the xml immediately after the OOB logic that defaults the Author to the logged in User. My custom form still uses the OOB UIModel, so there is some minor risk there, but it works for me for now. Your response got me thinking that there might be a way to use the default values in design mode like you mentioned, but only set it if a certain user is logged in. I don't know if that is possible in design mode, but I will take a look.

  • Lisa Fields
    Lisa Fields
    Seventh Anniversary Name Dropper Participant Facilitator 1

    @Kevin Hamling

    Could you try an expression like this in the default value on the Add button:

    ==IF(Globals.CurrentAppUserName="Name of User", “Name of other user”)

  • Will Mercer
    Will Mercer
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kevin Hamling

    I was able to get this to work in a similar scenario to you -
    = IIF(Globals.CurrentAppUserName = "username", "GUID", Fields("Default Field"))

    This inserts the hard coded GUID when the when the evaluated expression is true and a value from the data list when the expression is false. The expression appears to be case sensitive so if your usernames have capitals in them then this will impact what needs to searched for.

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