Get/Set Field values in C#, JavaScript and Utility Functions

Get and Set all types of fields in JavaScript

• Get and set value for a simple text field

var new_myfield = Xrm.Page.getAttribute("new_myfield").getValue();
Xrm.Page.getAttribute("new_myfield").setValue("Lorum Ipsum");

• Get and set value for an option set field

Get value is same as we get from a text field but in order to set value in option set, use option’s numeric value like this

Xrm.Page.getAttribute("new_myfield").setValue(17400000);

Get selected option text from option set field

var selectedOptionText = Xrm.Page.getAttribute("new_myfield ").getSelectedOption().text;

• Get and set two option field

var twoOptionFieldValue = Xrm.Page.getAttribute("MyTwoOptionField").getValue();

The variable twoOptionFieldValue will contain true or false.

Xrm.Page.getAttribute("MyTwoOptionField").setValue(true);

• Get and set whole number field

var twoOptionFieldValue = Xrm.Page.getAttribute("WholeNumberField").getValue();

Xrm.Page.getAttribute("WholeNumberField").setValue(12345);

• Get and set floating point field

var floatingPointFieldValue = Xrm.Page.getAttribute("FloatingPointNumberField").getValue();

Xrm.Page.getAttribute("FloatingPointNumberField").setValue(12345.123);

• Get and set decimal number field

var decimalNumberField = Xrm.Page.getAttribute("DecimalNumberField").getValue();

Xrm.Page.getAttribute("DecimalNumberField").setValue(12345.123);

• Get and Set currency field

var currencyFieldValue = Xrm.Page.getAttribute("CurrencyField").getValue();

Xrm.Page.getAttribute("CurrencyField").setValue(parseFloat(100.12));

• Get and Set multiple lines of text field

It is same as for single line of text. Please see point 1 for reference.

• Get and Set date and time field

Get is same as single line of text. Please see point 1 for reference. For Set, you just need to pass valid date and time from js.

• Get and Set lookup field

//-- Get lookup values

var customerId = Xrm.Page.getAttribute("parentaccountid").getValue()[0].id;

var customerName = Xrm.Page.getAttribute("parentaccountid").getValue()[0].name;

var entityType = Xrm.Page. getAttribute("parentaccountid").getValue()[0].entityType;

//-- Set lookup values

var id = "131268b6-4cc7-4598-94c1-309cc513af91";

var name = "Test Opportunity";

var entityType = "opportunity";

var lookupValue = new Array();

lookupValue[0] = new Object();

lookupValue[0].id = id;

lookupValue[0].name = name; //-- You can skip this property while setting value

lookupValue[0].entityType = entityType;

Xrm.Page.getAttribute("opportunityid").setValue(lookupValue);

Utility functions in JavaScript

• Set the entire form Read Only in Dynamics CRM 2013, 2015, 2016 and in Dynamics 365.

Here is code to make entire CRM form fields as read-only/disabled

function disableAllFieldsOnForm() {

    Xrm.Page.ui.controls.forEach(

        function (control, index) {

            if (control.getControlType() != "subgrid" && control.getControlType() != "webresource")

                control.setDisabled(true);//-- pass true or false

      });

}

• Set requirement levels on fields

You can set requirement level like this

Xrm.Page.getAttribute("new_myfield").setRequiredLevel("none");

Xrm.Page.getAttribute("new_myfield").setRequiredLevel("required");

• Set visibility of Tabs, Sections and Fields

//-- Set Tab Visibility

Xrm.Page.ui.tabs.get("myTabName").setVisible(true); //-- pass true or false

//-- Set Section Visibility

Xrm.Page.ui.tabs.get("myTabName").sections.get("mySectionName").setVisible(true); //-- pass true or false

//-- Set Field Visibility

Xrm.Page.getControl("myfieldName").setVisible(true); //-- pass true or false

• Show/Hide notification on form and fields

Display an error message for the control to indicate that data isn’t valid. When this function is used, a red “X” icon appears next to the control.

var message = 'Please enter valid data in the field';

var uniqueId = "1";

Xrm.Page.getControl("myFieldName").setNotification(message,uniqueId);

Use this js function to display form level notifications.

//--Set notification on form

var message = 'Please enter valid data in the field';

var level = 'WARNING'; //-- It can also be "ERROR" or "INFO"

var uniqueId = "1";

Xrm.Page.ui.setFormNotification(message, level, uniqueId);

//--Another way to show notifications on form without uniqueId

Xrm.Page.ui.setFormNotification("Showing an INFORMATION notification.", "INFORMATION");

Xrm.Page.ui.setFormNotification("Showing a WARNING notification. ", "WARNING");

Xrm.Page.ui.setFormNotification("Showing an ERROR notification. ", "EROR");

//--Clear notification from form

var uniqueId = "1";

Xrm.Page.ui.clearFormNotification(uniqueId);

//-- Clear all notifications on form level

Xrm.Page.ui.clearFormNotification();

Get and Set all types of fields in C#

Get fields values

public void GetFields()
        {
            string fetchXmlString = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' count='5'>
                                          <entity name='lead'>
                                            <attribute name='companyname' />
                                            <attribute name='leadid' />
                                            <attribute name='businesstype' />
                                            <attribute name='decisionmaker' />
                                            <attribute name='numberofemployees' />
                                            <attribute name='address1_longitude' />
                                            <attribute name='exchangerate' />
                                            <attribute name='revenue' />
                                            <attribute name='description' />
                                            <attribute name='rejectiondate' />
                                            <attribute name='parentaccountid' />
                                            <order attribute='companyname' descending='false' />
                                            <filter type='and'>
                                                <condition attribute='parentaccountid' operator='not-null'/>
                                            </filter>
                                          </entity>
                                        </fetch>";
            EntityCollection entColl = crmService.RetrieveMultiple(new FetchExpression(fetchXmlString));
            if (entColl != null && entColl.Entities != null && entColl.Entities.Count > 0)
            {
                Entity entLead = entColl.Entities[0];

                //-- Option Set
                if (entLead.Contains("businesstype") && entLead["businesstype"] != null)
                {
                    OptionSetValue businesstype = (OptionSetValue) entLead["businesstype"]; 
                    int selectedOptionValue = businesstype.Value;
                }

                //--Two option field
                if (entLead.Contains("decisionmaker") && entLead["decisionmaker"] != null)
                {
                    bool decisionmaker = (bool) entLead["decisionmaker"]; 
                }

                //-- Whole Number field
                if (entLead.Contains("numberofemployees") && entLead["numberofemployees"] != null)
                {
                    int numberofemployees = (int) entLead["numberofemployees"]; 
                }

                //-- Floating Point Number field
                if (entLead.Contains("address1_longitude") && entLead["address1_longitude"] != null)
                {
                    double address1_longitude = (double) entLead["address1_longitude"]; 
                }

                //--Decimal Number field
                if (entLead.Contains("exchangerate") && entLead["exchangerate"] != null)
                {
                    decimal exchangerate = (decimal)entLead["exchangerate"]; 
                }

                //--Currency field
                if (entLead.Contains("revenue") && entLead["revenue"] != null)
                {
                    Money revenue = (Money) entLead["revenue"]; 
                    decimal revenue_value = revenue.Value;
                }

                //--Date and Time field
                if (entLead.Contains("rejectiondate") && entLead["rejectiondate"] != null)
                {
                    DateTime rejectiondate = (DateTime) entLead["rejectiondate"]; 
                }

                //-- Lookup field
                if (entLead.Contains("parentaccountid") && entLead["parentaccountid"] != null)
                {
                    EntityReference parentaccountid = (EntityReference) entLead["parentaccountid"]; 
                    Guid id = parentaccountid.Id;
                    string logicalName = parentaccountid.LogicalName;
                    string name = parentaccountid.Name;
                }
            }
        }

Set fields values

public void SetFields()
        {
            Entity entLead = new Entity("lead");
            entLead["leadid"] = new Guid("21cb74e2-6254-e811-80dc-005056be7607");

            //-- Option Set
            entLead["businesstype"] = new OptionSetValue(0); //-- Individual = 0, Business = 1

            //--Two option field
            entLead["decisionmaker"] = true;

            //-- Whole Number field
            entLead["numberofemployees"] = 10;

            //-- Floating Point Number field
            entLead["address1_longitude"] = 110.123;

            //--Decimal Number field
            entLead["exchangerate"] = 11.21;

            //--Currency field
            Money revenue = new Money();
            revenue.Value = new decimal(2351.1123);
            entLead["revenue"] = revenue;

            //--Date and Time field
            entLead["rejectiondate"] = DateTime.Now;

            //-- Lookup field
            EntityReference parentaccountid = new EntityReference("account",new Guid("5DFCDD2D-FCE8-E311-940C-005056BD2B49"));
            entLead["parentaccountid"] = parentaccountid;

            crmService.Update(entLead);
        }

References:

https://msdn.microsoft.com/en-us/library/gg327828.aspx#BKMK_setFormNotificationhttps://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_setnotificationhttps://www.powerobjects.com/2015/09/23/dynamics-crm-alert-and-notification-javascript-methods/