Option set value from account to lead on parent account for lead selection

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Posted on by Beginner Developer

HI Everyone

I am new to development and trying to get option set value from account to lead on existing account selection but my JS is not working , can any one suggest what is the mistake here:

function retrieveData(executionContext) {
debugger;
var formcontext = executionContext.getFormContext();
var accountId = formcontext.getAttribute("parentaccountid").getValue();

if (accountId != null) {

Xrm.WebApi.retrieveRecord("account", accountId[0].id, "?$select=name,ownershipcode").then(
function success(result) {

var accountOwner = result("ownershipcode@OData.Community.Display.V1.FormattedValue");
formcontext.getAttribute("new_ownership").setValue(accountOwner);

},
function (error) {
console.log(error.Message);
}

);
}

}

All responses (5)

Answers (1)

Beginner Developer 55 on at

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RE: Option set value from account to lead on parent account for lead selection

Thank you all it worked
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Community Member on at

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RE: Option set value from account to lead on parent account for lead selection

Hi Beginner Developer,

Please try Bipin Kumar's code. It could work on my side. Just pay attention to one thing. The items' value of the new ownership field on lead entity should be the same with that field on account entity.

Something like these screenshots:

Ownership on the Account table:

Custom field on the Lead entity:

Below is my test:
Beginner Developer 55 on at

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RE: Option set value from account to lead on parent account for lead selection

Thank you Guido!

Yes , both are option set only

but not populating any value
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Bipin D365 28,977 Moderator on at

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RE: Option set value from account to lead on parent account for lead selection

Hi,

Try below code

function retrieveData(executionContext) {

debugger;

var formcontext = executionContext.getFormContext();

var accountId = formcontext.getAttribute("parentaccountid").getValue();

if (accountId != null) {

Xrm.WebApi.online.retrieveRecord("account", accountId[0].id, "?$select=name,ownershipcode").then(

function success(result) {

var ownershipcode = result["ownershipcode"]; // Choice

formcontext.getAttribute("new_ownership").setValue(ownershipcode);

},

function(error) {

console.log(error.message);

}

);

}

}
Suggested answer

Guido Preite 54,077 Moderator on at

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RE: Option set value from account to lead on parent account for lead selection

main problem is the syntax on how you retrieve the value, you should use square brackets, so code will be

var accountOwner = result["ownershipcode@OData.Community.Display.V1.FormattedValue"];

second is the type of the field new_ownership, because you are setting the text of the ownershipcode right now, if is an optionset too (with the same values or not) change the way to set the field and the value to fetch (not gettting the formattedvalue but just the value)