Working with ribbon workbench in order to copy contact entity fields data to case entity field, how can i achieve this.

(0) Share

Report

Posted on by Sandy Hello

342

i have a requirement in order to copy contact entity fields data, concatenate both the contact fields data in to one and copy the data to the case entity field, how can i achieve this, i have created button "new case" on contact form using ribbon work bench, when i click on new case button automatically the data to copied into case form, i am facing issue in writing java script web resource to achieve this functionality

I have the same question (0)

All responses (5)

Answers (1)

Ran Zhang on at

Like (0)

Report

Hi Sandy,

It seemes to be achievable and I think the most difficult part is to identify which Lead record copied to. Otherwise, we don't know how to code. Do you want to copy data to Contact originating Lead? If yes, then it would be much easier. I am providing below suggestions, hoping they can be of help.

1.We can easily achieve this with workflow registered on Contact. You may create a on-demand workflow which executes when clicking on Flow -> Run Workflow.

In the step, choose update a record(Case). Then set properties.

2.Customize button and execute JS function.

1) We should first retrieve the field value and the leadId of a contact.

var lead = Xrm.Page.getAttributes("_originatingleadid_value").getvalue();
if(lead != null){
var leadId = lead[0].id;
var leadName = lead[0].name;
console.log("leadId = " + leadId);
console.log("leadName = " + leadName);
}

References:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/contact?view=dynamics-ce-odata-9

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/303261/how-to-get-field-values-from-a-lookup-field-entity

2) Update the Lead record, referring to https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/239022/update-a-record-using-web-api.

Hope above helps.

Was this reply helpful? Yes No
Ran Zhang on at

Like (0)

Report

Sorry for a typo.

Xrm.Page.getAttributes

should be Xrm.Page.getAttribute.

Was this reply helpful? Yes No
Verified answer

Bipin D365 28,983 Moderator on at

Like (1)

Report

Hi,

Please see below article to achieve what you are looking for.

docs.microsoft.com/.../set-field-values-using-parameters-passed-form

Please mark my answer verified if i were helpful

Was this reply helpful? Yes No
Sandy Hello 342 on at

Like (0)

Report

Thanks Bipin for your response, this helped me a lot

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

Hello,

I am glad that it solved your issue.

Please mark my answer verified to close this thread.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Working with ribbon workbench in order to copy contact entity fields data to case entity field, how can i achieve this.

Please mark my answer verified if i were helpful

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Working with ribbon workbench in order to copy contact entity fields data to case entity field, how can i achieve this.

Please mark my answer verified if i were helpful

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates