CRM Auto Populate Field From Option Set

Question

I have an Incident entity in CRM 2016 that has an ownerID which relates to a User entity. On that User entity, I have a Location field, which is based on a global option set.

On my Incident form, how would I be able to automatically populate a location field, based on the owner that's selected?

Answer 1

If you just need to show the value you can create a Quick View Form and put it on the form.

If you need to copy the value, because it's a lookup, you can create a Workflow that will copy the value when the record is created or reassigned.

Answer 2

Or - Adding to Guido's Answer - if you want the user to be able to see the value on the form when it loads, you'll need to use the Rest API to query for the Location value of the owner. Use the FetchXmlBuilder for the XrmToolBox to generate the URL that you'll need.