Microsoft Dynamics CRM (Archived)

Copy data from one field to another within the same entity but of different type

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Posted on by Dick_Darlington

Hi,

is it possible to (automatically) copy a field value from a lookup/search field to another field of type single text?

I.e. field value from productid to a newly created single text field

Thanks in advance

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Dick_Darlington 87 on at

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RE: Copy data from one field to another within the same entity but of different type

Hi all,

one more thing...

is it possible to load the quotedetail form automatically after selecting an existing product (productid) just like when you chose a manual product (productdescription)?

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Dick_Darlington 87 on at

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RE: Copy data from one field to another within the same entity but of different type

Hi,

well...it's pretty weird...sometimes the OnLoad events are OK and sometimes not. OnSave on the other hand is always processed properly.

There is no business rule in place that could cause that issue. Due to the fact that this issue is not too bad at all in this scenario I'm Ok with the success of the OnSave event :-)...

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Aric Levin - MVP 30,190 Moderator on at

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RE: Copy data from one field to another within the same entity but of different type

Is it possible that you have another field which is updating the productid field?

Something has to trigger a change. Once a value is set, it should not disappear, unless you have some business rules that do not allow a particular value.

You can try and see what gets called after your On Change event, by using your browser developer tools (F12).

What is your onLoad doing? What functions is it calling?

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Dick_Darlington 87 on at

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RE: Copy data from one field to another within the same entity but of different type

One more issue...when I set this script as an OnLoad event to the form, the value is set to the the field and then gets deleted after a few milliseconds :-O...

There is no other business rule or event or anything that could do this.

Why might this happen?

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Dick_Darlington 87 on at

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RE: Copy data from one field to another within the same entity but of different type

THX, you're awesome ;)!!!!

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Aric Levin - MVP 30,190 Moderator on at

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RE: Copy data from one field to another within the same entity but of different type

Add the following code to your JavaScript file:

function vorhandenesProduktOnChange()

{

var vorhandenesProdukt = getLookupName("productid");

if (vorhandenesProdukt != '')

Xrm.Page.getAttribute("eura_produkt").setValue(vorhandenesProdukt); // notice No Quotes

else

Xrm.Page.getAttribute("eura_produkt").setValue("");

}

function getLookupName(fieldName) {

var field = Xrm.Page.getAttribute(fieldName);

if (field != null) {

var fieldId = field.getValue();

if (fieldId != null)

return fieldId[0].name.toString();

else

return '';

}

}

Hope this helps.

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Dick_Darlington 87 on at

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RE: Copy data from one field to another within the same entity but of different type

Hi all,

I have never done anything using javascript in Dynamics CRM...:-D...

I tried to add this javascript to the lookup field:

var vorhandenesProdukt = Xrm.Page.getAttribute("productid").getValue();

Xrm.Page.getAttribute("eura_produkt").setValue("vorhandenesProdukt");

Result:

value vorhandenesProdukt is being set to the field eura_produkt but not the lookup value SME-Phase-II

Plus there's an error message when I change the value of productid:

ReferenceError: eura_set_productdescription is not defined
    at eval (eval at RunHandlerInternal (eura-sandbox.crm4.dynamics.com/.../ClientApiWrapper.aspx), <anonymous>:1:1)
    at RunHandlerInternal (eura-sandbox.crm4.dynamics.com/.../ClientApiWrapper.aspx)
    at RunHandlers (eura-sandbox.crm4.dynamics.com/.../ClientApiWrapper.aspx)
    at ExecuteHandler (eura-sandbox.crm4.dynamics.com/.../ClientApiWrapper.aspx)
    at Mscrm.TurboForm.Control.CustomScriptsManager.$CW_1 (eura-sandbox.crm4.dynamics.com/.../formcontrols.js)
    at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandler (eura-sandbox.crm4.dynamics.com/.../formcontrols.js)
    at Mscrm.TurboForm.Control.CustomScriptsManager.executeHandlerByDescriptor (eura-sandbox.crm4.dynamics.com/.../formcontrols.js)
    at eura-sandbox.crm4.dynamics.com/.../formcontrols.js
    at eura-sandbox.crm4.dynamics.com/.../global.ashx
    at Mscrm.TurboForm.Control.Data.LookupDataAttribute.fireOnChange (eura-sandbox.crm4.dynamics.com/.../formcontrols.js)

Field properties look like this:

What am I doing wrong :-D?

Thank you very much!

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VermaNitin 455 on at

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RE: Copy data from one field to another within the same entity but of different type

Hi,

Yes, it is possible to set a text field value based on a lookup reference.

There are multiple approaches to achieve this like script (Run-time changes on client side), Workflow and Plugin(Server Side).

Based upon your scenario you can choose the best suited option.

Script:

https://msdn.microsoft.com/en-us/library/jj602964.aspx#BKMK_EntityAttributeData

Workflow:

https://technet.microsoft.com/en-in/library/dn531057.aspx#BKMK_ActionsWorkflowProcessesCanPerform

Plugin:

https://www.magnetismsolutions.com/blog/roshanmehta/2012/07/19/setting_values_programmatically_via_the_crm_2011_sdk

Hope it helps!

Many thanks,

Nitin Verma

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TNS 1,197 on at

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RE: Copy data from one field to another within the same entity but of different type

Hi,

you can write a javascript at on change of your look up field, where you can find the text from your look up field and set the value into in your text field.

Thanks!

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