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Hi,
I'm trying to copy the value of the owner in my custom field so I can manipulate it. I tried using javascript but it did not work.I wanted to use the calculated fields instead but they have different data type. Is there a chance I create a field with owner data type?
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Hi Arci,
if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco
If you found the answer helpful, please mark as Verified 
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
Are you talking about Lead Source field (option set)?
Basically the easiest way is to handle this via a workflow.
Create a workflow on the Create of a new Lead, and add a check condition for a particular field.
If the condition of that is true, then Update the lead record Source.
You should do this on a different field rather than Owner (SYSTEM is a little problematic using Workflows).
If you need, you can add a field to the Web Form, so that it is displayed in the Portals.
when the lead came from the portal I wanted to set the source automatically to "online". I thought I can use the owner field since it automatically changes to "SYSTEM"
What field exactly are you trying to set the owner id field to?
Based on your code above it is campaign id.
The campaign id data type is neither systemuser or team.
Also, campaign id must accept Guid data type and not a string.
Hi Ivan,
I can copy the owner via alert but not in the field
function setl()
{
var owner = Xrm.Page.getAttribute("ownerid").getValue()[0];
var ownerId = owner.id;
var ownerName = owner.name;
var ownerType = owner.entityType;
SetLookupValue("'campaignid", ownerId, ownerName, ownerType )
if(ownerName=="SYSTEM")
{
alert(ownerId);
Xrm.Page.getAttribute('campaignid').setValue("Online Inquiry");
}
}
Yes, that's right.
So the code will be:
var ownerType = owner.entityType;
if(ownerType == "systemuser")
{
Xrm.Page.getAttribute("new_fieldforsystemusertype").setValue(Xrm.Page.getAttribute("ownerid"));
// or SetLookupValue("new_fieldforsystemusertype", ownerId, ownerName, "systemuser");
}
else if(ownerType == "team")
{
Xrm.Page.getAttribute("new_fieldforsystemteamtype").setValue(Xrm.Page.getAttribute("ownerid"));
// or SetLookupValue("new_fieldforsystemteamtype", ownerId, ownerName, "team");
}
Please let us know.
Greetings
Francesco Picchi
Can't we just use
Xrm.Page.getAttribute(fieldName).setValue(Xrm.Page.getAttribute("ownerid")) ?
Although, I think part of the problem is that ownerid can be of two different entity types:
"SystemUser" or "Team"
In that sense, Arci might need two different fields (one for the team owners, and another one for the user owners)
Oh, thanks for the correction. I just forgot at the moment of typing that there is entityType attribute in lookup item. That's what you get when you code without trying the code in the console.
Using this code you could pass directly the owner type of "owner" variable, like:
var ownerType = owner.entityType;
SetLookupValue("new_yourfieldname", ownerId, ownerName, ownerType )
Please let us know.
Greetings
Francesco
First, you need to get owner value by executing:
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var owner = Xrm.Page.getAttribute("ownerid").getValue()[0];
var ownerId = owner.id;
var ownerName = owner.name;
You need to be careful when passing the entityType parameter to function below. This parameter must be entity name (eg. "systemuser"), not the type you get by executing upper code (eg. "8").
You can use this function to set lookup value:
function SetLookupValue(fieldName, id, name, entityType) {
if (fieldName != null) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = id;
lookupValue[0].name = name;
lookupValue[0].entityType = entityType;
if (lookupValue[0].id != null) {
Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
}
}
}
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