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I am having one field "Sales person " in which data is coming from Navision.
Note: Sales Person in Navision is User in CRM
Now there is another lookup field "Sales Agent" looking on Users.
If "Sales Person" field contains a name lets say "Ram" then I want to set the lookup field "Sales Agent" to "Ram".
Needed on priority basis , please share the sample code as I am new to plugins.
Akash P ,
You can try the below code,
Hope it helps
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function setLookup(formContext) {
formContext = formContext.getFormContext();
var entity = "systemusers";
var query = "?$filter=contains(fullame,'Ram')";
var salesAgentField = formContext.getAttribute("salesAgent");
var salesAgentLookup;
Xrm.WebApi.retrieveMultipleRecords(entity, query).then(
function success(result) {
if (result !== null) {
// setting Lookup field value
salesAgentLookup = [];
salesAgentLookup[0] = {};
salesAgentLookup[0].id = result.entities[0].id;
salesAgentLookup[0].name = result.entities[0].fullname;
salesAgentLookup[0].entityType = "systemusers";
salesAgentField.setValue(salesAgentLookup);
}
},
function (error) {
console.log(error.message);
}
);
}
if this answer helps you, don't forget like and verify my answer
Can you please share the code, I don't have much idea as I am pretty new.
Hi Akash P ,
retrieve the users table with that name(came from NAV) with the filter as $filter=contains(Name,'Ram') and get that record ID and use that ID to set the value in the lookup
If this answers helps you, like and verify my answer
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