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Retrieve field value from lookup with Javascript

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Posted on by smar.sus

Hi all,

unfortunately I am stuck with this code here.

From a Project I create a Case via a custom button (+ New Ticket - IT), it works fine.

I now need to add in my following Javascript, to lookup the account in this project and pass it to the case form

field "customerid", when Form is opening.

This goes beyond my knowledge of javascript at the moment, I am still learning.

function openItTicketForm (primaryControl) {

var formContext = primaryControl;

var recordGuid = formContext.data.entity.getId().replace("{", "").replace("}", "");

var recordName = formContext.getAttribute("pde_name").getValue();

var recordType = "pde_project";

var entityFormOptions = {};

entityFormOptions["entityName"] = "incident";

entityFormOptions["openInNewWindow"] = true;

entityFormOptions["formId"] = "3962b5bd-1ad2-ed11-a7c7-000d3adf75ee";

// Set lookup column

var formParameters = {};

formParameters["skt_pde_project"] = [{ id: recordGuid, name: recordName, entityType: recordType }];

formParameters["skt_requestto"] = 921720001;

// Open the form.

Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

function (success) {

console.log(success);

function (error) {

console.log(error);

});

}

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Try to replace line

formParameters["skt_pde_project"] = [{ id: recordGuid, name: recordName, entityType: recordType }];

with lines

formParameters["skt_pde_project"] = recordGuid;

formParameters["skt_pde_projectname"] = recordName;

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smar.sus 35 on at

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Thanks for your reply!

Maybe I was not clear enough :) The above Code works fine. No need to change this.

But I want to add to the above code following:

The case form is linked to a project via a lookup, I want to retrieve the account from this project and prefill the Account field in the case form automatically as soon as the project is linked.

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RodRodriguez on at

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You want to lookup the account in the project and pass it to the case form field “customerid” when the form is opening. To do that, you need to use the Xrm.Page.getAttribute method to get the value of the account lookup field in the project form, and then use the Xrm.Page.getAttribute method again to set the value of the customerid lookup field in the case form. You also need to specify the id, name and entityType of the lookup value.

Here is an example of how you can modify your code:

var formContext = primaryControl;

var recordGuid = formContext.data.entity.getId().replace("{", "").replace("}", "");

var recordName = formContext.getAttribute("pde_name").getValue();

var recordType = "pde_project";

// Get the account lookup value from the project form

var account = formContext.getAttribute("pde_account").getValue(); // change pde_account to your actual account lookup field name

var entityFormOptions = {};

entityFormOptions["entityName"] = "incident";

entityFormOptions["openInNewWindow"] = true;

entityFormOptions["formId"] = "3962b5bd-1ad2-ed11-a7c7-000d3adf75ee";

// Set lookup column

var formParameters = {};

formParameters["skt_pde_project"] = [{ id: recordGuid, name: recordName, entityType: recordType }];

formParameters["skt_requestto"] = 921720001;

// Set the customerid lookup value to the account value

formParameters["customerid"] = account; // make sure account is not null or undefined

// Open the form.

Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

function (success) {

console.log(success);

},

function (error) {

console.log(error);

});

}

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smar.sus 35 on at

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This worked perfectly ! so simple!

Thank you so much

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