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Set default value for Contract Template field on Contract entity.

This question is answered
Jennifer Brooker
Posted by
on 3 Apr 2012 1:56 PM

Having some trouble with code. I am trying to set the default value to "Service Dates" a contract template type on the on form event for the contract entity. I continue to get an error as follows. Below is the code I have in as well. I admit I borrowed the code from another site for setting the default unit on product and tweaked. I am trying to learn so if you can guide me on where it is wrong and how to fix it I would greatly appreciate it.

Error: There was an error with thisfield's customized event.

Field: window

Event: onload

Error: The value of the property 'SetContractTemplate' is null or undefined, not a Function object.

CODE:

// This sets the default values for contract template upon a new contract
//  Template = Service Dates
function SetContractTemplate()
var CRM_FORM_TYPE_CREATE = "1";
var lookupItem = new Array();
var contracttemplate = "Service Dates";
if (crmForm.FormType==CRM_FORM_TYPE_CREATE)
   {
    // Set: GUID of contract type "Service Dates", object type code and text name "Service Dates"
   lookupItem[0] = new LookupControlItem
("{3C427B6E-8E43-E111-B059-0050568C000E}", 2011, "Service Dates"); // Set the form control value to the lookupItem just created.
   crmForm.all.contracttemplateid.DataValue = lookupItem ;
   }

Javascript contract development crm 2011 set default value
Verified Answer
  • Jennifer Brooker
    Posted by
    on 24 May 2012 8:00 AM
    Verified Answer
    Verified by

    Sorry I should have closed this post. I was able to get it to work with the following code:

    if (crmForm.FormType ==1)
All Replies
  • Gus Gonzalez
    Posted by
    on 4 Apr 2012 8:55 AM

    Jennifer,

    Is this for CRM 2011?
  • Jennifer Brooker
    Posted by
    on 4 Apr 2012 9:19 AM

    Yes CRm 2011 on premise
  • Gus Gonzalez
    Posted by
    on 4 Apr 2012 9:47 AM

    Can you try converting your code to CRM 2011 code?

    This will not solve the issue but it can make it easier to troubleshoot.

    Use this tool:

    crm2011scriptconvert.codeplex.com
  • Jennifer Brooker
    Posted by
    on 5 Apr 2012 7:41 AM

    function SetContractTemplate()
    var CRM_FORM_TYPE_CREATE = "1";
    var lookupItem = new Array();
    var contracttemplate = "Service Dates";
    if (Xrm.Page.ui.getFormType()==CRM_FORM_TYPE_CREATE)
       {
        // Set: GUID of contract type "Service Dates", object type code and text name "Service Dates"
       lookupItem[0] = new LookupControlItem
    ("{3C427B6E-8E43-E111-B059-0050568C000E}", 2011, "Service Dates"); // Set the form control value to the lookupItem just created.
       Xrm.Page.getAttribute("contracttemplateid").setValue(lookupItem );
       }
  • Gus Gonzalez
    Posted by
    on 5 Apr 2012 9:55 AM

    Are you still getting the same error Jennifer?
  • Jennifer Brooker
    Posted by
    on 5 Apr 2012 10:28 AM

    Yes same error message
  • Jennifer Brooker
    Posted by
    on 25 Apr 2012 4:59 PM

    I have been able to get the following code to work however I want it only to set the default template for a new "Create" form not for a preexisting contract. Any help with the code would be greatly appreciated.

    function SetContractTemplate()
    {
    var contractTemplate = Xrm.Page.getAttribute("contracttemplateid").getValue();
    var lookupItem = new Array();
    var contracttemplate = "Service Dates";
    {
    if (Xrm.Page.getAttribute("contracttemplateid").getValue == (null || "undefined"));
    lookupItem[0] = new LookupControlItem ("{3C427B6E-8E43-E111-B059-0050568C000E}", 2011, "Service Dates");
    Xrm.Page.getAttribute("contracttemplateid").setValue(lookupItem );
    }
    }

    Javascript contract Administrator dyamics crm 2011 create form crm 2011 default template on load
  • Marco Tazelaar
    Posted by
    on 24 May 2012 5:26 AM

    Dear Jennifer,

    please try to add the if (isCreateForm) statement.
  • Jennifer Brooker
    Posted by
    on 24 May 2012 8:00 AM
    Verified Answer
    Verified by

    Sorry I should have closed this post. I was able to get it to work with the following code:

    if (crmForm.FormType ==1)