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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to copy a data fro...
Customer experience | Sales, Customer Insights,...
Answered

How to copy a data from the current user form to the main form using JS

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Posted on by Community member 3
Hi,
 
I have two lookup fields. Both titled /Branch/. Each user has one of these fields with an entry assigned to it.

When creating a new opportunity, there is a another field titled /Branch/ which I need to auto populate from the branch from the current user.

I believe this is possible using JS, but I cant work out the code required.
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to copy a data from the current user form to the main form using JS
    Hi Partner,
    Yes, this can be done with JS code.
    There are three main steps:
    1) Get current user ID.
    2) Get user based on the ID, then we can get Brach value in the user.
    3) Populate Branch of opportunity with value from the user.
     
    Please refer to the following example code:
    function getBranch(executionContext) {

    var formContext = executionContext.getFormContext();
    //Get current user
    var userSettings = Xrm.Utility.getGlobalContext().userSettings;
    var currentuserid = userSettings.userId;

    //Retrieve the user to get branch value 
    Xrm.WebApi.retrieveRecord("systemuser", currentuserid, "?$select=_cr5a3_branch_value").then(
        function success(result) {
            console.log(result);
            // Columns
            var systemuserid = result["systemuserid"]; // Guid
            var cr5a3_branch = result["_cr5a3_branch_value"]; // Lookup
            var cr5a3_branch_formatted = result["_cr5a3_branch_value@OData.Community.Display.V1.FormattedValue"];
            var cr5a3_branch_lookuplogicalname = result["_cr5a3_branch_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

            //Set Branch in opportunity | cr5a3_branch_lookuplogicalname is logic name of the Brach in the opportunity
            formContext.getAttribute("cr5a3_branch_lookuplogicalname").setValue([{ id: cr5a3_branch, name: cr5a3_branch_formatted, entityType: cr5a3_branch_lookuplogicalname }]);

        },
        function (error) {
            console.log(error.message);
        }
    );
}
    Note:
    You can use Dataverse REST Builder tool to build request easily.
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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