JavaScript not working to set manager in lookup

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Posted on by Mattw112b

387

Hi all,

I have a form that has three lookup fields on it. All three point to the users table. This form is created through a subgrid of a user record.

One field I null out so the person can choose what they want. But two fields I want to set.

User and Manager.

So today when the record is created through the subgrid both of these two lookups are populated with the users lookup info from the relationship. I dont see a way to tell it to auto populate the manager lookup. Seems like it just puts the user it is coming from into all user lookups. So javascript is what I guess I need to use to auto populate this. I've tried a million variations of this, but this is where I am at now. but when I run it the first alert comes back with "undefined". Not sure why though.

If anyone has some ideas for me on how to get this working I would appreciate it.

function setManager(executionContext) {
var formContext = executionContext.getFormContext();
var lookupValue = [{
id: "",
name: "",
entityType: "systemuser"
}];

var userId = formContext.getAttribute("new_user").getValue()[0].id.slice(1, -1);

if (userId !== null) {
Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=parentsystemuserid").then(
function success(result) {
var managerId = result.parentsystemuserid;
alert(managerId);

Xrm.WebApi.retrieveRecord("systemuser", managerId, "?$select=fullname").then(
function success(result) {
var managerName = result.fullname;
alert(managerName);

lookupValue[0].id = managerId;
lookupValue[0].name = managerName;

formContext.getAttribute("new_reportsto").setValue(lookupValue);
}
);
}
);
}
}

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XM-22040801-0 11 on at

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Hi,

parentsystemuserid is a navigation property when _parentsystemuserid_value is the associated field value.

Could you try with (_parentsystemuserid_value):

Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=_parentsystemuserid_value")

Instead of parentsystemuserid:

Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=parentsystemuserid")

You can also make only one request to get the fullname and id of manager with $expand

const result = await Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=systemuserid&$expand=parentsystemuserid($select=fullname)"); formContext.getAttribute("new_reportsto").setValue( { id: result.parentsystemuserid.systemuserid, name: result.parentsystemuserid.fullname, entityType: "systemuser" } );

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Leah Ju Microsoft Employee on at

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Hi Mattw112b,

I would suggest that you can use 'Dataverse Rest Builder' tool to build web api code easily.

https://github.com/GuidoPreite/DRB

Then you can copy the code and change guid to variable in your js code.

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Mattw112b 387 on at

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Thanks, so when you told me about the _value, I was like "duh"... lol. I should've seen that, thanks!

I like the cleaner, simpler code you sent too with expand..., this kind of worked. For some reason I couldn't get "await" to work in Dynamics? So had to change to a ".then(" instead then that worked.

Thanks!

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XM-22040801-0 11 on at

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This is because async must be placed on a function using await.

Full code with async/await:

async function setManager(execCtx) { const formCtx = execCtx.getFormContext(); const userLookupValue = formCtx.getAttribute("new_user").getValue(); if (userLookupValue != null) { const userId = userLookupValue[0].id.replace(/[{}]/g, ""); const result = await Xrm.WebApi.retrieveRecord("systemuser", userId, "?$select=systemuserid&$expand=parentsystemuserid($select=fullname)"); formCtx.getAttribute("new_reportsto").setValue( { id: result.parentsystemuserid.systemuserid, name: result.parentsystemuserid.fullname, entityType: "systemuser" } ); } }

If my answer helped you, please click Yes on my answer.

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Mattw112b 387 on at

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Thanks, good to know. But they way I rewrote it with .then... seems to work fine?

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XM-22040801-0 11 on at

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Yes, .then work fine.

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