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ReportHow we can do the thing like if user select any child account and automatically related parent account will be selected?
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How we can do the thing like if user select any child account and automatically related parent account will be selected?
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Thanks Radu
Hi Shakti,
Please find below some links that can help you start:
msdn.microsoft.com/.../hh771584.aspx
msdn.microsoft.com/.../gg309637.aspx
www.tutorialspoint.com/.../microsoft_crm_jscript_web_resources.htm
I am beginner in dynamics so please can you told me that in details
Thanks Radu
Hi Shakti,
If you want to do this on the page, one idea that you could try is following:
1. Add an OnChange Event Handler on the Account field
2. When child account is selected, create a Retrieve Request using the WebAPI - you can do this via the REST Builder github.com/.../CRMRESTBuilder - to retrieve the parent account.
3. If the query returns results, then set the value of the account field - see community.dynamics.com/.../javascript-set-lookup-details
With this approach, however you'd need to check and make sure you are not entering a loop - so probably you should test and see how it behaves.
Another think you can try is to create an additional lookup, where you select the Child Account and then based on that, populate the original lookup with the parent.
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