Need to populate Customer System User fields based on the Customer system user field of a lookup

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Posted on by Frostie8467

I am trying to update some fields on a customer entity form with the data gathered from the account lookup on the form.

Now i need to get the system user values of the 2 customer field on the account table (cr787_Partner and cr787_Manager) and use those values to populate a Job_Partner field and a Job_Manager field (both custom) when the account field changes.

Now here is what i have so far in jscript

function setPartnersandManagers() {
var account = Xrm.Page.getAttribute("cr787_accountcode").getValue()
if (account != null){
var accountId = Xrm.Page.getAttribute("cr787_accountcode").getValue()[0].id;
alert(accountId);

Xrm.WebApi.retrieveRecord("account", accountId, "?$select=name,revenue,cr787_Partner,cr787_Manager,ownerid").then(
function success(result) {
alert("Retrieved values: Name: " + result.name + ", Revenue: " + result.revenue);
var partner = result.cr787_Partner;
var name = partner.Name;
alert(name);
// perform operations on record retrieval
},
function (error) {
alert(error.message);
// handle error conditions
}
);
}
}

I can get the retrieveRecord to pull back a record but it appears that the cr787_Partner and Manager fields return undefined when i try to display them in an alert. Now i figure that is because they are lookups themselves.

I can't for the life of me figure out how to get these values and set the values of the two fields on the form.

Any help greatly accepted

Thanks in advance

Matt

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Verified answer

Bipin D365 28,983 Moderator on at

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RE: Need to populate Customer System User fields based on the Customer system user field of a lookup

Hello,

Try to use dataverse rest builder tool to generate your code.

carldesouza.com/.../

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Suggested answer

Community Member on at

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RE: Need to populate Customer System User fields based on the Customer system user field of a lookup

Hi Frostie8467,

You should use the logical name of your field, not the schema name. You could fine it here:

So please change your code like this to have a try:

function setPartnersandManagers() {
var account = Xrm.Page.getAttribute("cr787_accountcode").getValue()
if (account != null){
var accountId = Xrm.Page.getAttribute("cr787_accountcode").getValue()[0].id;
alert(accountId);

Xrm.WebApi.retrieveRecord("account", accountId, "?$select=name,revenue,cr787_partner,cr787_manager,ownerid").then(
function success(result) {
alert("Retrieved values: Name: " + result.name + ", Revenue: " + result.revenue);
var partner = result.cr787_partner;
var name = partner.Name;
alert(name);
// perform operations on record retrieval
},
function (error) {
alert(error.message);
// handle error conditions
}
);
}
}

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Frostie8467 20 on at

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RE: Need to populate Customer System User fields based on the Customer system user field of a lookup

thank you Bipin thjat worked amazingly.

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