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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Changing field to cert...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Changing field to certain value triggered by person being part of a subscription list.

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Posted on by Newmember147 45

Hey guys!

I really need your help!

My problem is: As soon as a person is part of a subscription list, a certain field in the contact form should be changed to a certain value. is there any way to achieve this? 
it would be reeeeeally important for us to fix that problem. 

thanks for your help! 

Greetings 
Amelie

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Amelie,

    There is an entity Listmember which saves all mapping records between contact and marketing list.

    e.g:

    List A contains 3 memebers, list B contains 2 members, thus there will be 5 listmember records in system.

    Listid             Memberid

    • List A id     contact 1 id.

    • List A id     contact 2 id.

    • List A id     contact 3 id.

    • List B id      contact 1 id.

    • List B id      contact 2 id.

    If there is a listmember record which its listid field equal to list B id and its memberid field equal to contact 1 id,

    then it indicates that conact 1 is part of list B

    Thus we could do it with JavaScript:

    Create a JScript web resource with code below and add it to Contact form.

    function listmemberChecker(executionContext) {

    var formContext = executionContext.getFormContext();

    // Get current contact id
    var id = formContext.data.entity.getId().replace(/\{|\}/gi, "").toLowerCase();

    // Check whether there is association between contact and the specific marketing list
    var query = "?$filter=_listid_value eq '006552d4-7eb6-ea11-a812-000d3ab64f2b' and _entityid_value eq "   id   "";

    Xrm.WebApi.retrieveMultipleRecords("listmember", query).then(
        function success(result) {
            if (result.entities.length > 0) {
                formContext.getAttribute("xxx").setValue("some value");
            }
        },
        function (error) {
            console.log(error.message);
        }
    );

}

    We can get a subscription list id in URL.

    1374.JPG

    If retrieved result length is larger than 0, then set a certain field to a certain value.

    Please take tutorial below for how to add a javascript web resource to form.

    https://carldesouza.com/how-to-use-formcontext-in-a-web-resource-in-dynamics-365-power-apps/

    Regards,

    Clofly

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