Set Default value for "Regarding lookup" of Task record

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We have a sub-grid view of Task on Account.

6278.3.png

We want to create new task record by clicking the "+" button. It seems like Task entity doesn't support quick create form. So we are going to use the main form.

We'd like to prepopulate the Regarding field with the Account where we create the task.

I got into trouble here:

1. Is it possible to set regarding field? I read on msdn :http://msdn.microsoft.com/en-us/library/gg334375.aspx

However, I did found some tutorial article on this.

2. It seems like "Xrm.Utility.openEntityForm("task", null, parameters); will work for my requirement.

var params = {
    pId: referenced record id,
    pType: referenced record type code,
    pName: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

https://community.dynamics.com/crm/b/hardworkdays/archive/2013/01/10/ms-crm-2011-open-new-activity-form-with-regarding-field-prefilled.aspx

Does the names of the keys matters? Should they match the parameter names in the url?

How am I able to get the "referenced record id"?

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Royal King 27,686 on at

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This behaviour looks like a bug because when you have subgrid create new button should pre-populate parent lookup value. This works fine when you click on Activities and click on new task it auto populates regarding field value. You should log this as a bug in microsoft connect site.

Anyway here is the code to populate regarding field value based on the parent account.

Just with javascript on the form onload of task entity you can prepopulate regardingid.

When user clicks "+" button to create task in the subgrid , it opens create task window

with following querystrings in the url

/main.aspx?etc=4212&extraqs=?_CreateFromId={9A76BA82-2C0F-E411-A4CE-9CB654946F5C}&_CreateFromType=1&etc=4212&histKey=796838752&newWindow=true&pagetype=entityrecord#522943729

In the query string you have parent recordid as well as parent record type ( highlighted in the blue). In form load use the below script to set the regarding objectid value

function setRegarding()
{
if(Xrm.Page.context.getQueryStringParameters()._CreateFromType !== null && Xrm.Page.context.getQueryStringParameters()._CreateFromType ==="1")
{
var accountId =Xrm.Page.context.getQueryStringParameters()._CreateFromId;

var ClientUrl = Xrm.Page.context.getClientUrl()

+ "/XRMServices/2011/OrganizationData.svc"
+ "/AccountSet(guid'" + accountId + "')"
+"?$select=Name,AccountNumber";
//var URL = ClientUrl + oData_EndPoint + oData_EntityCollection + Query;

//Asynchronous XMLHttpRequest to retrieve account record
var req = new XMLHttpRequest();
retrievedName = req.open("GET", encodeURI(ClientUrl), true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange =function () {
//debugger;
if (this.readyState == 4 /* complete */) {
req.onreadystatechange = null; //avoids memory leaks
if (this.status == 200) {
//parse the response string as a JSON object into the successCallback method.
var retrieved=JSON.parse(req.responseText).d;
Xrm.Page.getAttribute("regardingobjectid").setValue( [{id: accountId , name: retrieved.Name, entityType: "account"}]);
}
else {
errorCallback(accountId);
}
}
};
req.send();

}

}

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Aileen Gusni 44,524 on at

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Hi,

Have you read these links:

stackoverflow.com/.../task-regarding-field-not-populating-from-subgrid-in-crm-2013

This is another post reported for the bug behavior

And this is the code to autopopulate in crm, but crm 2011, you might try this code.

community.dynamics.com/.../automatically-set-regarding-on-new-activities.aspx

Hope it helps

Thank you!

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Jeff K 25 on at

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For anyone else having this problem, I posted a pure JS solution to this problem here: stackoverflow.com/.../7920473

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