Fetching Customer Name using JavaScript on Case Form

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Posted on by Mohd Tahir

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Every Invoice has an Invoice Id associated with each of them. I have created a field of datatype 'Single line of text' on the Case entity and it is present on case form, where the user enters the Invoice Id. I want to populate customer field based on this Invoice Id using JavaScript. ?How can I achieve this, I successfully fetched the value entered by user but I am unable to fetch the associated customer's name here.

Any help would be much appreciated.

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Andreas Cieslik 9,267 on at

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Hi Mohd Tahir,

you could post the code you already have done? So one of the post readers can improve it from there.

Cheers,

Andreas

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Community Member on at

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Hi Mohd Tahir,

Would you try get the customer id from Invoice entity?

Make an XmlHttpRequest to [Your Org's Web Api Url]/invoices?$filter=invoicenumber eq '[User entered inovice number]'&$select=_customerid_value

Add an HTTP header "Prefer" and its value "odata.include-annotations=OData.Community.Display.V1.FormattedValue"

In the result, look for, "_customerid_value@OData.Community.Display.V1.FormattedValue"

Regards,

Charmis

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Mahadeo Matre 17,021 on at

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Hi

call bellow function on your Invoice attribute change, replace new_invoiceid and new_customername with your attribute names.

GetCustomerNameFromInvoice: function () {

/* Replace new_invoiceid with your Invoice relationship attribute name*/

var invoice = Xrm.Page.getAttribute("new_invoiceid").getValue();

if (invoice != null) {

var invoiceId = invoice[0].id.replace('{', '').replace('}', '');

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/invoices(" + invoiceId + ")?$select=_customerid_value", false);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

var customerName = result["_customerid_value@OData.Community.Display.V1.FormattedValue"];

/* Replace new_customername with your customer single line text field*/

Xrm.Page.getAttribute("new_customername").setValue(customerName);

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

}

}

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Nithya Gopinath 17,078 on at

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Hi Mohd Tahir,

The JavaScript code in the following thread helps you in retrieving the data from one entity to another entity. Please go through it. Hope this helps you.

community.dynamics.com/.../139190

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Mohd Tahir 676 on at

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Hi Mahadeo,

I want to set value of a lookup field. In my case lookup field is "customerid" ( customer name) on the case form but it doesn't allows me to set text to a lookup field. How can I set value to a lookup field?

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Community Member on at

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Refer this link:

community.dynamics.com/.../javascript-set-lookup-details

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Mohd Tahir 676 on at

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Hi Saad,

Thank you for sharing the relevant link but I want to know how to get these parameters which we need to set the lookup field including GUID? Do I have to hit another API call to get these details?

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Community Member on at

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Share your code here. I will show you how to get the details.

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Nithya Gopinath 17,078 on at

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Hi Mohd Tahir,

The following sample code is used to retrieve entity information by Entity Id via Javascript.

function getRecordDetails() { var EntityName, EntityId, LookupFieldObject; var Name = ""; var resultXml; LookupFieldObject = Xrm.Page.data.entity.attributes.get('parentaccountid'); if (LookupFieldObject.getValue() != null) { EntityId = LookupFieldObject.getValue()[0].id; EntityName = LookupFieldObject.getValue()[0].entityType; resultXml = getDetails(EntityName, EntityId); // Retrieve lookup field value and set the value to current record field. if (resultXml != null && resultXml.attributes['primarycontactid'] != null) { var lookupValue = new Array(); lookupValue[0] = new Object(); lookupValue[0].id = resultXml.attributes['primarycontactid'].id; lookupValue[0].name = resultXml.attributes['primarycontactid'].name; lookupValue[0].entityType = resultXml.attributes['primarycontactid'].logicalName; Xrm.Page.data.entity.attributes.get("parentcontactid").setValue(lookupValue); } else Xrm.Page.data.entity.attributes.get("parentcontactid").setValue(null); } } function getDetails(EntityName, EntityId) { var cols = ["primarycontactid"]; var retrievedResult = XrmServiceToolkit.Soap.Retrieve(EntityName, EntityId, cols); return retrievedResult; }

Hope this helps you.

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Mohd Tahir 676 on at

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Hi Saad,

This is what I am trying to do. In the first part I am trying to retrieve invoice details then I again try to hit another API to get the account details, so that I can set them to the lookup field. Let me know if this is the correct approach:

function GetCustomerNameFromInvoice()
{
/* Replace new_invoiceidsearch with your Invoice relationship attribute name*/
var customerName;
var invoiceId = Xrm.Page.getAttribute("new_invoiceidsearch").getValue();
if (invoiceId != null) {
//var invoiceId = invoice[0].id.replace('{', '').replace('}', '');
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/invoices?$filter=invoicenumber eq '" + invoiceId + "'&$select=_customerid_value", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
customerName = result.value[0]["_customerid_value@OData.Community.Display.V1.FormattedValue"]
/* Replace new_customername with your customer single line text field*/
Xrm.Page.getAttribute("customerid").setValue(customerName);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
if (customerName != null)
{
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/accounts?$filter=name eq '" +customerName+ "'";
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
customerName = result.value[0]["_customerid_value@OData.Community.Display.V1.FormattedValue"]
/* Replace new_customername with your customer single line text field*/
Xrm.Page.getAttribute("customerid").setValue(customerName);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();

}

}

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