Microsoft Dynamics CRM (Archived)

Javascript to populate customerid field

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Posted on by yleclerc

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Hi there,

I'm trying to do something quite simple but not being great with Javascript, I need some help.

On the case form, I have 2 lookup fields fields: customerid and primarycontactid.

When a user fills the primarycontactid, I need to auto-populate the customerid field with the contact's parent account.

I tried using workflows, but customerid is system required and needs to be filled before saving :(.

Any help is appreciated.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You will have to write JS to make it.

You can use CRMRestBuilder to prepare query and generate code.

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sandeepstw 4,601 on at

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Hi,

You can use something like this

www.crmanswers.net/.../set-accounts-primary-contact-as.html

with javascript event bind.

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yleclerc 1,549 on at

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Thanks Andrii,

I installed CRMRestBuilder and played around with it.

I'm no programmer and have a hard time figuring out which Action to chose (Retrieve Single, Update, etc.).

I also found a similar thread, not sure if any of the suggested solutions make sense?

social.microsoft.com/.../autopopulate-account-field-based-on-selected-contact

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yleclerc 1,549 on at

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Thank you Sandeep,

But what I'm trying to accomplish here is the opposite.

1. User selects a contact from lookup field

2. Account name populates upon selection of contact (with the contact's parent account)

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a33ik 84,331 Most Valuable Professional on at

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In your case it should be Retrieve. Choose contact entity and select parentaccountid (or something similar). Build query.

All you will need is to include id of contact inside. To get it you can use something similar to

var contactid = Xrm.Page.getAttribute("primarycontactid").getValue();

if (contactid == null)

return;

contactid = contactid[0].id;

Please continue posting your progress and I believe you with my help resolve your scenario.

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yleclerc 1,549 on at

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Great, thank you - I fell I'm getting closer!

Here is what I have from what you provided + the code that was generated by CRMRestBuilder.

I applied the function on the Contact field (onchange).

function updateaccount()
{

var contactid = Xrm.Page.getAttribute("primarycontactid").getValue();
if (contactid == null)
return;
contactid = contactid[0].id;

var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/contacts()?$select=_parentcustomerid_value", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var _parentcustomerid_value = result["_parentcustomerid_value"];
var _parentcustomerid_value_formatted = result["_parentcustomerid_value@OData.Community.Display.V1.FormattedValue"];
}
else {
alert(this.statusText);
}
}
};
req.send();
}

Nothing happens when I select a contact. Maybe I'm just missing something to post the value to the customerid field...

Xrm.Page.getAttribute("customerid").setValue(_parentcustomerid_value_formatted ); ???

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a33ik 84,331 Most Valuable Professional on at

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So first thing - you should point CRM to give you correct contact. Instead of using

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/contacts()?$select=_parentcustomerid_value", true);

try to use following:

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/contacts(" + contactid + ")?$select=_parentcustomerid_value", true);

Can you also add code

alert(_parentcustomerid_value);

after line

var _parentcustomerid_value = result["_parentcustomerid_value"];

It will notify that something was retrieved.

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yleclerc 1,549 on at

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Okay, now I do have an alert but it says "Bad Request".

Nothing else happens when I update the Contact field.

Your help is very much appreciated!

Here is my updated code:

function updateaccount()
{

var contactid = Xrm.Page.getAttribute("primarycontactid").getValue();
if (contactid == null)
return;
contactid = contactid[0].id;

var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/contacts(" + contactid + ")?$select=_parentcustomerid_value", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var _parentcustomerid_value = result["_parentcustomerid_value"];
alert(_parentcustomerid_value);
var _parentcustomerid_value_formatted = result["_parentcustomerid_value@OData.Community.Display.V1.FormattedValue"];
}
else {
alert(this.statusText);
}
}
};
req.send();
}

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a33ik 84,331 Most Valuable Professional on at

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Try following:

function updateaccount()

{

var contactid = Xrm.Page.getAttribute("primarycontactid").getValue();

if (contactid == null)

return;

contactid = contactid[0].id.replace("}", "").replace("{", "");

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/contacts(" + contactid + ")?$expand=parentcustomerid_account($select=accountid,name)", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

var contactid = result["contactid"];

if(result.hasOwnProperty("parentcustomerid_account")) {

var parentcustomerid_account_accountid = result["parentcustomerid_account"]["accountid"];

var parentcustomerid_account_name = result["parentcustomerid_account"]["name"];

Xrm.Page.getAttribute("customerid").setValue([{

id: parentcustomerid_account_accountid,

name: parentcustomerid_account_name,

entityType: "account"

}]);

}

}

else {

alert(this.statusText);

}

}

};

req.send();

}

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yleclerc 1,549 on at

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Wow! It's working!!!

Thank you so much. I never would have figured this out without your help!

They should create a special badge for you ;)

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