Microsoft Dynamics CRM (Archived)

Setting Customer on Case from JavaScript

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Posted on by DKasp

229

Hello,

I'm trying to implement the following function for Cases/Incidents:

* When you select a Contact [primarycontactid], the Account [customerid] should be automatically set to the Contacts Account [parentcustomerid]

I've created a function to do this, but for some reason it won't let users actually save the record - instead it tells them to fill out customerid. I'm not really sure what the issue is here, any suggestions?

function onChange_ContactId() {
    // set up for async request
    var sourceFieldName = "parentcustomerid";
    var targetFieldName = "customerid";
    var sourceEntityName = "contact";
    var targetEntityName = "account";
    var id = _getId("primarycontactid");
    if (id == null || id == undefined) return; // field was set to null, do nothing

    // build async request
    var request = new XMLHttpRequest();
    var query = "?$select=_"+sourceFieldName+"_value";
    var expansion = "";
    var reqLine = Xrm.Page.context.getClientUrl()+"/api/data/v9.1/"+sourceEntityName+"s("+id.slice(1, -1)+")"+query+expansion; // concatenates request string
    request.open("GET",reqLine, true);
    request.setRequestHeader("OData-MaxVersion","4.0");
    request.setRequestHeader("OData-Version","4.0");
    request.setRequestHeader("Accept","application/json");
    request.setRequestHeader("Content-Type","application/json; charset=utf-8");
    request.setRequestHeader("Prefer", "odata.include-annotations=\"*\""); // adds FormattedValue to the result
    request.onreadystatechange = function () {
        if (this.readyState === 4) { // is ready
            request.onreadystatechange = null;
            if (this.status === 200) { // and successful
                var result = JSON.parse(this.response); // parse JSON response
                if (result["_"+sourceFieldName+"_value"] == null || result["_"+sourceFieldName+"_value"] == "") return; // ensure there's a result
                var reference = [{ // built entityReference from result
                        "entityType":targetEntityName,
                        "id":result["_"+sourceFieldName+"_value"],
                        "name":result["_"+sourceFieldName+"_value@OData.Community.Display.V1.FormattedValue"]
                    },];
                Xrm.Page.getAttribute(targetFieldName).setValue(reference); // apply result to targetFieldName            
            } else {
                alert("attempted to retrieve "+sourceEntityName+"="+id+"\nstatus is "+this.status+"\nresponse is:\n"+this.response);
            }
        }
    }
    request.send(); // send async request
}

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DKasp 229 on at

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Since I missed that: _getId() simply retrieves the Id from primarycontactid, as you'd guess by the name of the function.

function _getId(fieldName) { if (Xrm.Page.getControl(fieldName) != null) { var lookup = Xrm.Page.getControl(fieldName).getAttribute().getValue(); // retrieves an object array if (lookup == null) return lookup; return lookup[0].id; // return the Guid from said array } }

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Alex Fun Wei Jie 33,628 on at

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Hi,

did you try to debug? what are the value inside the reference (entityType, id and name) , are they correct?

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DKasp 229 on at

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Yes, I did output the reference details via an alert:

alert( "entityType="+reference[0].entityType+"\n"+ "id="+reference[0].id+"\n"+ "name="+reference[0].name);

This results in:

entityType=account id=GUID-RIGHT-HERE name=CompanyNameHere

It does show up in the form, but it's still marked as not filled and when submitting it will tell the user to fill out the Customer field. I can even click on the filled in Customer and it takes me to the correct account record.

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DKasp 229 on at

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Still looking for suggestions (or solutions)

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Sreevalli 3,256 on at

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Hi,

If you are able to see the right result in reference variable then use setSubmitMode always

Xrm.Page.getAttribute(targetFieldName).setSubmitMode("always");

and how about using quick create form on form to show Contacts ParentCustomer and background workflow (to populate customer from contact) to sync data in DB level. I think it helps in performance improvement on form loading

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Verified answer

Alex Fun Wei Jie 33,628 on at

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Hi,

I tested with your code, I would consider this is a bug, because I tested with a very simple JS

EG:

if i run a simple JS during on load, this works perfectly. But if on change, I hit the same error you faced.

I created a very simple JS that set this lookup

as you can see , i didnt face any error during onload event.

now i turn off the onload event and change it to onchange event.

I hit the same error you are facing. :(

Besides that, I 've tested your code, it works perfectly and I've tested the same scenario in Opportunity, it works perfectly too.

So I would consider this as a bug. Please contact Microsoft support in this case.

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