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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting the Default Vi...
Microsoft Dynamics CRM (Archived)

Setting the Default View on the Process Stage Bar with JavaScript

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Posted on by Community Member

Hi,

I have been trying to set the default view for a lookup field in the process stage header. From my research the code seems correct but I always result in:

"There was an error with this field's customized event... Error: Unable to get property 'setDefaultView' of undefined or null reference." 

The code should look like this: 

Xrm.Page.getControl(arg).getDefaultView()

Xrm.Page.getControl(arg).setDefaultView(viewGuid)
with my variables:

var PRV = Xrm.Page.getControl("field_name").getDefaultView();
Xrm.Page.getControl("header_process_field_name").setDefaultView(PRV);

I have this calling on form load.


Can anyone make out what I could be doing wrong?

Thanks is advance!

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  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Salutions,

    That lookup field in the Header Process flow only can be not undefined or exists in the HTML & your scripting when that field is available in the current stage.

    So, let's say you have 4 process stages -> A --> B --> C --> D

    Now, by default you are in stage A

    And then the lookup field you intended to set default view is in C, you cannot do that, the object is not yet called, so it will show Null that wont support .setDefaultView

    Since you use CRM 2015, the solution you can place this code in the BPF onStageChange event instead of form onload.

    Now in your form onload you need to add this one:

    Xrm.Page.data.process.addOnStageChange

    or

    Xrm.Page.data.process.addOnStageSelected

    And put the event handler that call your logic to set default

    msdn.microsoft.com/.../d88d5f21-6385-443b-91f2-0ec0c16b1324

    You also need to check the current process to get the C..

    Once users reach the process C, it will get the control and then you can set Default View

    To check the BPF scripts:

    msdn.microsoft.com/.../dn817874.aspx

    Hope this helps.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Aileen Gusni - Thank you very much! Your detailed feedback allowed me to see my issue and understand it much better! I will work on completing the code with your instructions.

    Thank you again, it has been a great help to me!

    -SALutions

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