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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / populate form onLoad
Microsoft Dynamics CRM (Archived)

populate form onLoad

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Posted on by Matthew Olds 95

Hello All,

I want to populate a form onLoad so that the number of contacts linked to an account is displayed. I am unsure how to do this.
I am a novice to using CRM, and am unsure whether to use a workflow, JavaScript, or some other method I'm unfamiliar with.

I wish to do the actual work myself, but any help/advice on what to use/do to make this work would help a lot.
I've already scoured the internet for help, but people are decidedly unhelpful.

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  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    The first thing to decide is where you want to display the number of contacts:

    1. You can display as a Web Resource that is embeded in the form - this will be display only

    2. You could create a dummy field on the form which will be populated dynamically. This could then be used in advanced find however you would need to create plugin to keep it up to date when ever a new contact is added or removed.

    To get the count of contacts, you will need to execute a fetchxml query - this can easily be done in Javascript using xrmsvctoolkit.codeplex.com or xrmservicetoolkit.codeplex.com

    You could have some code that might look like:

    function fetchOperationCountSync()

    {

       var count;

       var fetchXml =

    "<fetch distinct='true' mapping='logical' aggregate='true'>" +

    "    <entity name='contact'> " +

    "       <attribute name='contactid' alias='contact_count' aggregate='countcolumn' /> " +

    "      <filter type='and'>" +

    "        <condition attribute='parentcustomerid' operator='eq' value='" + Xrm.Page.data.entity.getId() + "' />" +

    "      </filter>" +

    "    </entity> " +

    "</fetch>";

       XrmSvcToolkit.fetch({

           fetchXml: fetchXml,

           async: false,

           successCallback: function (result)

           {

               count = result.entities[0]["contact_count"];

           },

           errorCallback: function (error)

           {

               throw error;

           }

       });

       return count;

    }

    hth,

    Scott

  • Suggested answer
    Matthew Olds Profile Picture
    Matthew Olds 95 on at

    Thank you for the swift reply. You would not believe how many other places I had asked for help, and received none.

  • Matthew Olds Profile Picture
    Matthew Olds 95 on at

    Could you elaborate on the xrmsvctoolkit ? I'm unsure what it is/what to do with it.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    It is a managed solution that you'll need to import into your Dynamics CRM Organization. Once imported, you can then included it on forms and use the library. Read more on Javascript Web resources here - msdn.microsoft.com/.../hh771584.aspx

    hth

  • Matthew Olds Profile Picture
    Matthew Olds 95 on at

    Again, many thanks for the swift reply. This has been the most productive interaction I've had all month.

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