Mapping parameters when opening a new form

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Hi experts,

I have 2 case form called Apple Case and Samsung Case.

In the account form, I have a dropdown field called new_unit with values Apple and Samsung. Based on the value chosen, the corresponding form opens from the subgrid + button. I customized the command of the button from the ribbon workbench to modify the behavior.

Screen-Shot-2018_2D00_05_2D00_31-at-1.07.58-PM.png

Although the correct form is opening, the fields are not being mapped from account to case. I tried using the parameters["customerid"] = name; method but it doesn't work. Please find my code below and suggest what I can do to map the fields as its very important.

function OpenCase() {

    var formId = Xrm.Page.ui.formSelector.getCurrentItem().getId();
    var unit = Xrm.Page.getAttribute("new_unit").getValue();
    var name = Xrm.Page.getAttribute("name").getValue();
  alert(name);
    if(unit == "100000000")
    {
        var parameters = {};
        parameters["customerid"] = name;
        parameters["formid"] = "4a63c8d1-6c1e-48ec-9db4-3e6c7155334c";  //replace Form C ID
        Xrm.Utility.openEntityForm("incident", null, parameters);
    }
    else
    {
        var parameters = {};
        parameters["customerid"] = name;
        parameters["formid"] = "13d6c837-5edb-4e33-9672-60650f6cf1ef"; // replace Form D ID
        Xrm.Utility.openEntityForm("incident", null, parameters);
    }
}

Thanks,

Jon

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Shidin Haridas 3,499 on at

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For lookup names, you need to pass the record id and name as well, in addition:

Here is a helper function to set the LookUp values:

function setLookup (fieldName, fieldType, fieldId, value) {

try {

var object = new Array();

object[0] = new Object();

object[0].id = fieldId;

object[0].name = value;

object[0].entityType = fieldType;

formContext.getAttribute(fieldName).setValue(object);

}

catch (e) {

alert("Error in SetLookUp:" + e.message);

}

},

In your case, you need to call the function as follows:

setLookup("customerid", "account", accountGuid, accountName)

If this answer helps you, please mark it as verified.

Cheers!

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Community Member on at

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Hi Shidin,

Unfortunately, I dont understand your code.

If you could suggest what changes I have to make to my code to map a field(lookup and a simple field), it would be very helpful.

Thanks,

Jon

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Alex Fun Wei Jie 33,628 on at

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Hi Jon,

refer to below link on how to set lookup field using openEntityForm.

[View:https://msdn.microsoft.com/en-us/library/gg334375.aspx#BKMK_ExampleXrmUtilityOpentEntityForm:750:50]

sample

parameters["customerid"] = "2878282E-94D6-E111-9B1D-00155D9D700B"; // Guid

parameters["customeridname"] = "Contoso"; // Name

parameters["customeridtype"] = "account"; // Entity Name

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Community Member on at

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Hi Wei Jei,

Thank you for your reply.

I dont want to hardcode the values into the field. Instead I want to dynamically assign these values.

I just tried this approach and it is working for simple fields but not lookup field (account name > customerid).

How can I modify my code so that it works for lookup fields as well?

function OpenCase() { var formId = Xrm.Page.ui.formSelector.getCurrentItem().getId(); var unit = Xrm.Page.getAttribute("new_unit").getValue(); var name = Xrm.Page.getAttribute("name").getValue(); alert(name); if(unit == "100000000") { var parameters = { customerid: Xrm.Page.getAttribute("name").getValue(), //this line causing error new_symbol: Xrm.Page.getAttribute("tickersymbol").getValue() }; //parameters["customerid"] = "Datum Child 2"; parameters["formid"] = "4a63c8d1-6c1e-48ec-9db4-3e6c7155334c"; //replace Form C ID Xrm.Utility.openEntityForm("incident", null, parameters); } else { var parameters = { customerid: Xrm.Page.getAttribute("name").getValue(), //this line causing error new_symbol: Xrm.Page.getAttribute("tickersymbol").getValue() }; //parameters["customerid"] = "Datum Child 2"; parameters["formid"] = "13d6c837-5edb-4e33-9672-60650f6cf1ef"; // replace Form D ID Xrm.Utility.openEntityForm("incident", null, parameters); } }

Thanks,

Jon

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gdas 50,091 Moderator on at

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Hi Jon ,

Try with this -I have not tried , so let me know if you are getting any issue.

function OpenCase() { var formId = Xrm.Page.ui.formSelector.getCurrentItem().getId(); var unit = Xrm.Page.getAttribute("new_unit").getValue(); var name = Xrm.Page.getAttribute("name").getValue(); alert(name); if (unit == "100000000") { var parameters = {}; //parameters["customerid"] = "Datum Child 2"; parameters["formid"] = "4a63c8d1-6c1e-48ec-9db4-3e6c7155334c"; //replace Form C ID parameters["customerid"] = Xrm.Page.data.entity.getId().replace('{', "").replace("}", ""); parameters["customeridname"] = Xrm.Page.getAttribute("name").getValue(); parameters["customeridtype"] = Xrm.Page.data.entity.getEntityName();; Xrm.Utility.openEntityForm("incident", null, parameters); } else { var parameters = {}; parameters["formid"] = "13d6c837-5edb-4e33-9672-60650f6cf1ef"; // replace Form D ID parameters["customerid"] = Xrm.Page.data.entity.getId().replace('{', "").replace("}", ""); parameters["customeridname"] = Xrm.Page.getAttribute("name").getValue(); parameters["customeridtype"] = Xrm.Page.data.entity.getEntityName();; Xrm.Utility.openEntityForm("incident", null, parameters); } }

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Hi Goutam,

That worked!! Just one more question. How would I do the same to map simple fields such as text fields, optionset fields, etc?

In my reply above, I used and it was working.

var parameters = {
new_symbol: Xrm.Page.getAttribute("tickersymbol").getValue()
};

But since in your code, you are declaring it as parameters["fieldname"], how would I do it?

Thanks,

Jon

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gdas 50,091 Moderator on at

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Hi Jon,

Exactly similar for other field only use the field name in the parameters object .

try to pass like below -

/*String*/ parameters["firstname"] = "John"; // Field Name is firstname which is single line text

/*Option set 1: Male, 2: female*/

parameters["gendercode"] = "1";

So your code should be like this -only add in next line of the lookup.

parameters["new_symbol"] = Xrm.Page.getAttribute("tickersymbol").getValue();

You will get more details in below article -

https://community.dynamics.com/crm/b/mscrmcustomization/archive/2016/10/25/xrm-utility-functions-openentityform

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Community Member on at

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Hi Goutam,

Thank you for the explanation. Now I understand it so much better.

Best,

Jon

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