Microsoft Dynamics CRM (Archived)

open by default account entity from lookup new button

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Posted on by Community Member

hi,

In my form there is a lookup for Specifier account.

but when i click on +new button, it opens new contact form instead of account form

any idea ?

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Bruno Lucas 5,421 on at

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how is that field set in the form?. it the field like this?

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Community Member on at

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hi,

there is type customer instead of Lookup and its disabled.

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Nizar JLASSI 2 on at

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Hi Chirag,

The Customer type is a specific type that you can see it as a double relationship with account and contact. And when you put a customer lookup on a form it allow you to choose an account or a contact as a customer.

But when you click on + button, CRM cannot view 2 new forms one for account and the other for contact, that's why it display only account new form.

I don't know if you can modify the + button behavior on the customer lookup.

But I have a solution : if you want that everytime you choose a customer it should be a contact, you can add a new N:1 relationship with contact and you remove the customer lookup and replace it by the new contact lookup.

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Aileen Gusni 44,524 on at

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Hi Chirag,

May I know first, you are in which entity form? Opportunity, Case, or what entity?

Thanks.

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Bruno Lucas 5,421 on at

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Well, like Nizar explained, this is a normal behavior with a Type=Customer. The solution depend of what you want to accomplish. the + New open the quick forms, i don't think you can change that with JavaScript or by changing any setting because of the relationship.

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Community Member on at

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Hi,

Its Project entity.

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Nizar JLASSI 2 on at

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There is a solution:

In CRM 2011, when we use customer lookup and we want that get only accounts or contacts, we use a javascript code to force the entity object code type in the customer lookup.

The CRM 2011 javascript code is the same code as in CRM 2013 but in CRM 2013 you should search "#customerid_i" instead of "#customerid".

By using this code, you force only one type of entity in your customer lookup, may be the add button behavior change also.

there is the javascript code :

// objectTypeCode : should be a string containing '2' for Contacts and '1' for Accounts

// recentItemCodes : should be a string containing '2,1' for Contacts and '1,2' for Accounts

function SetCustomerType(objectTypeCode, recentItemCodes) {

    var cutomerButton = $('#customerid_i'); // You need to add jQuery js library before

    cutomerButton.attr('defaulttype', objectTypeCode); //changes default advanced find entity type to objectTypeCode that you want

    cutomerButton.attr('lookuptypes', recentItemCodes); //changes recent items to recentItemCodes

}

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Community Member on at

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Hi,

I have already tried this , when i open lookup its working as what i have set the default and only 1 entity.

But the +new button always open Contact entity instead of Account.

My Code :

document.getElementById("customerid_i").setAttribute("defaulttype", "1");

document.getElementById("customerid_i").setAttribute("lookuptypes", "1");

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If you want the + New button to pop the new account form, use the parentaccountid field on your form instead of the customerid field.

As replies before me have pointed out... a "Customer" (customerid) typed lookup field in CRM is special - resolves both Accounts and Contacts. But Microsoft has linked this field to 2 normal lookup fields on the same entity (opportunity, here): Parent Account (parentaccountid) and Parent Contact (parentcontactid). In the background, any time you fill in the customerid field, either the parentaccountid or parentcontactid also receives a value according to the record type you chose in the customerid field.

The link goes the other way too. If you fill in the parentaccountid field, the customerid field will be filled in with that account. If you fill in both the parentaccountid and parentcontactid fields, I think the customerid field uses the value from parentaccountid... or maybe uses the value from whichever of the two normal lookup fields was filled first.

So if you put the parentaccountid field on your form, that should pop the Account create form whenever you click the + New button.

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The way I solved this problem was to hide the customerid field (set invisible). Then I created a new field with the same display name, and placed it exactly where the customeridfield was. I added a script

var value = Xrm.Page.getAttribute("new_project_owner").getValue(); Xrm.Page.getAttribute("customerid").setValue(value);

and everytime I change the new field i set the hidden field. this way whenever they hit the + NEW button it will bring up the quick create for account and when they save it it will be updated behind the sences.

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