Populate Regarding field in activity with url

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Hi all,

We have a Web portal which use some url of Dynamics. We want to have a button to open a new activity with a client pre-populated. We already have the id of the client.

Does somebody know how can I populate the client in the url for the new activity?

Thanks!

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Andreas Cieslik 9,267 on at

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Here you find a guide with samples:

msdn.microsoft.com/.../gg328483.aspx

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Andreas Cieslik 9,267 on at

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Example for an account:

http://myorg.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7B91330924-802A-4B0D-A900-34FD9D790829%7D

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Andreas Cieslik 9,267 on at

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Guide for opening with prepopulation of fields:

msdn.microsoft.com/.../gg334375.aspx

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Andreas Cieslik 9,267 on at

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To set values for lookup fields, use the data value, the name value, and for customer or owner lookups only, specify the type value for the respective field. The following sample sets the owner field to a user named “Mark Folkerts”.

The unencoded value for the extraqs parameter is “ownerid={B8C6E040-656E-DF11-B414-00155DB1891A}&owneridname=Mark Folkerts&owneridtype=systemuser”.

Sample with prepopulation of lookup field:

http://myorg.crm.dynamics.com/main.aspx?etn=lead&pagetype=entityrecord&extraqs=ownerid%3D%7bB8C6E040-656E-DF11-B414-00155DB1891A%7d%26owneridname%3DMark%20Folkerts%26owneridtype%3Dsystemuser

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ashlega 34,477 on at

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Hi,

you can't do it with the "regarding" lookup:

msdn.microsoft.com/.../gg334375.aspx

"You can’t set the values for partylist or regarding lookups."

What you should, probably, do is:

- On button click, first create an activity in your C# code (and populate the lookup)

- Then open that activity using the links Andreas provided

PS. Or, another option.. add a custom lookup field to the activity, then pass the value to that lookup field, and copy that value to the "regarding" using a workflow/plugin when the activity is saved.

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Rajkumar Rajaraman on at

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You can't set regarding field value by passing parameter value to Xrm.Utility.openEntityForm method

Refer this thread:

community.dynamics.com/.../145341

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Community Member on at

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Thanks Andreas. But I want to open a new activity with a given lead for example. The lead will be on the regardingobjectid of the activity

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Andreas Cieslik 9,267 on at

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Then I agree with Alex. It is not possible with default methods.

You need to fall back to Alex's suggestions.

Additional to the last suggested point of Alex you could instead of plugins use JavaScript as well.

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ashlega 34,477 on at

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There is an interesting thread here:

community.dynamics.com/.../676562

I think it's still "work in progress", but might give you some ideas

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