How to Autofill Account Details and Contact Details with Javascript

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Posted on by Joseph Nasr

183

Hello,

In the prospect entity I have 2 lookup fields Client (which gets records from 'Account') and Contact (the contact of that Account)

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The fields that are filled when a Client is selected are auto filling normally, including contact. However the fields related to Contact (Contact's E-mail, Contact's Phone #, Contact's Mobile #) are not being auto filled until I save and refresh. Is there a way to overcome this and let them autofill?

Code to autofill Client (Account) Details:

function setClientInfo(executionContext) {
  debugger;
  var formContext = executionContext.getFormContext();
  var selectedClientControl = Xrm.Page.getControl("new_ti_clientaccount");
  var selectedClient = selectedClientControl.getAttribute().getValue();

  var clientAddressControl = Xrm.Page.getControl("new_ti_clientaddress");
  var clientWebsiteControl = Xrm.Page.getControl("websiteurl");
  var clientContactControl = Xrm.Page.getControl("parentcontactid");

  if (selectedClient != null) {
    var selectedClientID = selectedClient[0].id;
    Xrm.WebApi.retrieveRecord("account", String(selectedClientID), "?$select=websiteurl,new_ti_headofficeaddress,_primarycontactid_value").then(
      function success(result) {
        console.log(result);
        // Columns
        var accountid = result["accountid"]; // Guid
        var websiteurl = result["websiteurl"]; // Text
        var new_ti_headofficeaddress = result["new_ti_headofficeaddress"]; // Multiline Text
        var primarycontactid = result["_primarycontactid_value"]; // Lookup
        var primarycontactid_formatted = result["_primarycontactid_value@OData.Community.Display.V1.FormattedValue"];
        var primarycontactid_lookuplogicalname = result["_primarycontactid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

        clientAddressControl.getAttribute().setValue(result.new_ti_headofficeaddress);
        clientWebsiteControl.getAttribute().setValue(websiteurl);
        clientContactControl.getAttribute().setValue([{ id: primarycontactid, name: primarycontactid_formatted, entityType: primarycontactid_lookuplogicalname }]);

      },
      function (error) {
        console.log(error.message);
      }
    );
  } else {
    return;
  }

}

Code to autofill Contact Details Once contact is filled:

function setClientContactInfo (executionContext){
  debugger;
  var formContext = executionContext.getFormContext();

  var selectedClientContactControl = Xrm.Page.getControl("new_ti_clientaccount");
  var selectedClientContact = selectedClientContactControl.getAttribute().getValue();
  
  var clientContactEmailControl = Xrm.Page.getControl("emailaddress1");
  var clientContactPhoneControl = Xrm.Page.getControl("new_ti_phonenumber");
  var clientContactMobileControl = Xrm.Page.getControl("mobilephone");

  if(selectedClientContact != null){
    var selectedClientContactID = selectedClientContact[0].id;
    Xrm.WebApi.retrieveRecord("contact", String(selectedClientContactID), "?$select=emailaddress1,new_ti_phonenumbercontact,mobilephone").then(
      function success(result) {
        console.log(result);
        // Columns
        var contactid = result["contactid"]; // Guid
        var emailaddress1 = result["emailaddress1"]; // Text
        var new_ti_phonenumbercontact = result["new_ti_phonenumbercontact"]; // Text
        var mobilephone = result["mobilephone"]; // Text


        clientContactEmailControl.getAttribute().setValue(emailaddress1);
        clientContactPhoneControl.getAttribute().setValue(new_ti_phonenumbercontact);
        clientContactMobileControl.getAttribute().setValue(mobilephone);

      },
      function(error) {
        console.log(error.message);
      }
    );
  }

}

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Answers (1)

Bassey 9 on at

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RE: How to Autofill Account Details and Contact Details with Javascript

Hi Joseph Nasr

I am not a developer, so I might not understand your code; however, I think you have the javascript configured on an Onload event. This documentation might help provide some context - learn.microsoft.com/.../form-onload

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Joseph Nasr 183 on at

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RE: How to Autofill Account Details and Contact Details with Javascript

Hey Bassey thanks for your reply. No I actually have the second code trigger when 'Contact' field changes (onChange)

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Bassey 9 on at

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RE: How to Autofill Account Details and Contact Details with Javascript

Alright Joseph, perhaps this might help - https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/events/attribute-onchange

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Verified answer

Leah Ju Microsoft Employee on at

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RE: How to Autofill Account Details and Contact Details with Javascript

Hi Joseph,

My suggestion is to populate all fields directly from the Client fields.

If the contact to be populated is always from an account, you can combine those two codes into one.

In your first js code, you have get contact ID, Right?

Then you can use the variable as guid to retrieve contact:

Xrm.WebApi.retrieveRecord("contact", String(primarycontactid), "?$select=emailaddress1,new_ti_phonenumbercontact,mobilephone").then(..................

Like this:

function setClientInfo(executionContext) { debugger; var formContext = executionContext.getFormContext(); var selectedClientControl = Xrm.Page.getControl("new_ti_clientaccount"); var selectedClient = selectedClientControl.getAttribute().getValue(); var clientAddressControl = Xrm.Page.getControl("new_ti_clientaddress"); var clientWebsiteControl = Xrm.Page.getControl("websiteurl"); var clientContactControl = Xrm.Page.getControl("parentcontactid"); if (selectedClient != null) { var selectedClientID = selectedClient[0].id; Xrm.WebApi.retrieveRecord("account", String(selectedClientID), "?$select=websiteurl,new_ti_headofficeaddress,_primarycontactid_value").then( function success(result) { console.log(result); // Columns var accountid = result["accountid"]; // Guid var websiteurl = result["websiteurl"]; // Text var new_ti_headofficeaddress = result["new_ti_headofficeaddress"]; // Multiline Text var primarycontactid = result["_primarycontactid_value"]; // Lookup var primarycontactid_formatted = result["_primarycontactid_value@OData.Community.Display.V1.FormattedValue"]; var primarycontactid_lookuplogicalname = result["_primarycontactid_value@Microsoft.Dynamics.CRM.lookuplogicalname"]; clientAddressControl.getAttribute().setValue(result.new_ti_headofficeaddress); clientWebsiteControl.getAttribute().setValue(websiteurl); clientContactControl.getAttribute().setValue([{ id: primarycontactid, name: primarycontactid_formatted, entityType: primarycontactid_lookuplogicalname }]); //retrieve contact Xrm.WebApi.retrieveRecord("contact", String(primarycontactid), "?$select=emailaddress1,new_ti_phonenumbercontact,mobilephone").then( function success(result) { console.log(result); // Columns var contactid = result["contactid"]; // Guid var emailaddress1 = result["emailaddress1"]; // Text var new_ti_phonenumbercontact = result["new_ti_phonenumbercontact"]; // Text var mobilephone = result["mobilephone"]; // Text clientContactEmailControl.getAttribute().setValue(emailaddress1); clientContactPhoneControl.getAttribute().setValue(new_ti_phonenumbercontact); clientContactMobileControl.getAttribute().setValue(mobilephone); }, function(error) { console.log(error.message); } ); }, function (error) { console.log(error.message); } ); } else { return; } }

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Joseph Nasr 183 on at

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RE: How to Autofill Account Details and Contact Details with Javascript

Thank you! it worked.

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