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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update contact field w...
Customer experience | Sales, Customer Insights,...
Suggested answer

Update contact field when account field is updated using javascript

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Posted on by Rits 105

Update company name in contact when company name in account is updated .. I want this using Javascript. i have tried this but it is not working..Pls guide

function setContactCompanyName() {

//Get the contact lookup off of the record
var contact = Xrm.Page.getAttribute('orc_accountowners').getValue();

//if contact exist, attempt to pull back the entire contact record
if (contact != null && contact[0].entityType == "orc_contactentity") {

var contactId = contact[0].id;
var serverUrl;

if (Xrm.Page.context.getClientUrl !== undefined) {
serverUrl = Xrm.Page.context.getClientUrl();
}
else {
serverUrl = Xrm.Page.context.getServerUrl();
}

var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var contactRequest = new XMLHttpRequest();

contactRequest.open("GET", ODataPath + "/ContactSet(guid'" + contactId + "')", false);
contactRequest.setRequestHeader("Accept", "application/json");
contactRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8");

contactRequest.send();

if (contactRequest.status == 200) {

var col1 = ["orc_companyname1"];
var retrievedCompanyName = XrmServiceToolkit.Soap.Retrieve
("orc_accountentity", contactId, col1);

if (retrievedCompanyName.attributes["orc_companyname1"] != null) {
Xrm.Page.getAttribute("orc_companyname1").setValue(retrievedCompanyName.attributes["orc_companyname1"].value);
}

}

}
}

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Update contact field when account field is updated using javascript

    Hi Rits,

    Please check following points:

    1. Did you use a custom entity "orc_contactentity" to represent the company of contact?

    If so, you should query orc_contactentitySet instead.

    If not, which means that orc_accountowners field of contact is still based on OOB contact entity, then contact[0.entityType == "orc_contactentity" should be changed to contact[0.entityType == "contact".

    2. For this part of code:

    if (contactRequest.status == 200) {

    var col1 = ["orc_companyname1"];
    var retrievedCompanyName = XrmServiceToolkit.Soap.Retrieve
        ("orc_accountentity", contactId, col1);

    if (retrievedCompanyName.attributes["orc_companyname1"] != null) {
        Xrm.Page.getAttribute("orc_companyname1").setValue(retrievedCompanyName.attributes["orc_companyname1"].value);
    }
}

    Now that you have run XMLHttpRequest query request, why not extract attribute you want from the response text directly?

    if (contactRequest.status == 200) {

    var result = JSON.parse(contactRequest.responseText).d;
    var retrievedCompanyName = result["FullName"];
    console.log(retrievedCompanyName);

}

    3. When extracting attributes from the response text, the attribute name that you want to fetch should be in its schema name.

    pastedimage1603157804396v1.png

    In summary, please confirm the actual entity type that you want to retrieve(contact or account or custom orc_contactentity).

    I modified your code, which is based on those prerequisites.

    1. The main entity is OOB Contact.

    2. Company name of the contact is still the OOB contact type, therefore, the lookup field I use is the existing Account Name/Company Name field likewise.

    3. I extract fullname of the parent contact from the response text and populate a custom single line text field with the value.

    function setContactCompanyName() {

    //Get the contact lookup off of the record
    var contact = Xrm.Page.getAttribute('parentcustomerid').getValue();

    //if contact exist, attempt to pull back the entire contact record
    if (contact != null && contact[0].entityType == "contact") {

        var contactId = contact[0].id;
        var serverUrl;

        if (Xrm.Page.context.getClientUrl !== undefined) {
            serverUrl = Xrm.Page.context.getClientUrl();
        }
        else {
            serverUrl = Xrm.Page.context.getServerUrl();
        }

        var ODataPath = serverUrl   "/XRMServices/2011/OrganizationData.svc";
        var contactRequest = new XMLHttpRequest();

        contactRequest.open("GET", ODataPath   "/ContactSet(guid'"   contactId   "')", false);
        contactRequest.setRequestHeader("Accept", "application/json");
        contactRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8");

        contactRequest.send();

        if (contactRequest.status == 200) {

            var result = JSON.parse(contactRequest.responseText).d;
            var retrievedCompanyName = result["FullName"];
            Xrm.Page.getAttribute("new_companyname").setValue(retrievedCompanyName);
        
        }

    }
}

    Regards,

    Clofly

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