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populate regarding Field with only text to make crm prefilter

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Posted on by Dc1

220

Hi,

When we write something in the regarding field of an activity, the crm propose first record that correspond to what is written in the field.

I want to populate the text of regarding field with the name of the sender of a phonecall . the goal is to have proposed record linked to the sender.

In Javascript.

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Dc1 220 on at

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RE: populate regarding Field with only text to make crm prefilter

I mean the regarding could go on an opportunity or on complain. for exemple. I juste want to prefilter the regarding not to fill in
Dc1 220 on at

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RE: populate regarding Field with only text to make crm prefilter

the probleme is : i want to search on all entity and i have No Guid... then it's not fill regarding object.
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Rawish Kumar 13,756 on at

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RE: populate regarding Field with only text to make crm prefilter

Hi Dam,

Please try below :

rawishblog.wordpress.com/.../how-to-retrieve-lookup-value-and-set-it-on-another-lookup-field-in-dynamics-crm-2016-javascript

just tweak the code to take value from call from rather then from regarding and vice versa.

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