How to set lookup field from another entity in javascript

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Posted on by Community Member Microsoft Employee

there's a case entity that has a lookup field

i want to set in that field a the same lookup thats been set in a contact entity's lookup field in javascript

how do i do that ?

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Answers (1)

Community Member Microsoft Employee on at

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RE: How to set lookup field from another entity in javascript

One of the Best answering to a question i've seen

thank you very much
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Community Member Microsoft Employee on at

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RE: How to set lookup field from another entity in javascript

Hi Partner,

The Contact entity and Case entity is 1:N relationship, so you want to copy parent's lookup field value to child's lookup field value, right?

A Lookup field type represents the relationship attribute on the related entity.

Required Attributes of lookup fields:

id: The GUID of the item. Required for set.
name: The name of the item to be displayed. Required for set.
entityType: The entity name of the item. Required for set.

Scenario: Custom entity both has 1:N relationship with Contact and Case, they both show as custom lookup field in the form:

Code:

function setLookup(executionContext) { var formContext = executionContext.getFormContext(); var contact = formContext.getAttribute('customerid').getValue()[0].id.slice(1, -1);//get Contact id if (contact != null) { //use contact id to retrieve it to get custom lookup field value Xrm.WebApi.online.retrieveRecord("account", "" contact "", "?$select=_new_customid_value").then( function success(result) { var _new_customid_value = result["_new_customid_value"]; var _new_customid_value_formatted = result["_new_customid_value@OData.Community.Display.V1.FormattedValue"]; var _new_customid_value_lookuplogicalname = result["_new_customid_value@Microsoft.Dynamics.CRM.lookuplogicalname"]; if (_new_customid_value != null) { var value = new Array(); value[0] = new Object(); value[0].id = _new_customid_value; value[0].name = _new_customid_value_formatted; value[0].entityType = _new_customid_value_lookuplogicalname; formContext.getAttribute("new_customid").setValue(value); //set the custom lookup field value in case } else { alert("No Contact"); } }, function (error) { Xrm.Utility.alertDialog(error.message); } ); } }

Test:

Note:

Using CRM REST Builder to build retrieve code easily: https://github.com/jlattimer/CRMRESTBuilder