Microsoft Dynamics CRM (Archived)

How to get fields from child entity and set it to the parent entity fields

(0) Share

Report

Posted on by Suraj Jadhav

Hello,

I have two entities called booking and payment list and there is 1:N relation between them.

Now i want to get latest record from payment list entity which is child entity of booking.

Payment list entity has multiple records and i want only the last record(who has payment date) and that data should be set to the parent entity (booking) fields.

I want to achieve this using javascript.

please help me in this.

Thank You.

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (2)

Verified answer

Rawish Kumar 13,758 on at

Like (1)

Report

Hi Suraj,

I would recommend you download the rest builder and take full advantage of this amazing tool. You will have to web api request to fetch child record and order by the date and pick the first record from the object. https://github.com/jlattimer/CRMRESTBuilder/releases get the managed solution and import to your enviornment. You will be able to generate the code. I am in below exmaples fetching all contacts from an account. _ -click on generate code.

Here is the code you will get , you can call this function on on load of the parent record or onchange of any field.
function GetChildRecords()

{

var id =Xrm.Page.data.entity.getId();

var newid = id.slice(1, -1);

var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/contacts?$select=createdon,fullname&$filter=_accountid_value eq "+newid +"&$orderby=createdon desc", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var createdon = results.value[i]["createdon"];
var fullname = results.value[i]["fullname"];

//you can take the first result here as we have set order by and set the values to the require fields.

//exmaple Xrm.Page.getAttribute(“fieldname”).setValue(fullname );

}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();

}

Was this reply helpful? Yes No
Suraj Jadhav 74 on at

Like (0)

Report

Hello Rawish ,

I follow your instruction but i am not able to filter query based on option set value

And the query builder filter gives me filter like filter=chargetype eq eq , even when i have pass option set value in rest builder.And the chargetype field is from child entity.

Was this reply helpful? Yes No
Verified answer

Rawish Kumar 13,758 on at

Like (1)

Report

Hi Suraj,

It is okay. You can go from customizations -- entity --> fields --> open the field and get the value of the optionset set.

and put it in the code manually like filter=chargetype eq 1 or filter=chargetype eq 56000001

it will be okay.

Was this reply helpful? Yes No
Suraj Jadhav 74 on at

Like (0)

Report

Hello Rawish,

Thank you it's work but it's not sorting descending by date

i have done it using rest builder please find below code line

&$orderby=psm_duedate desc", true);

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

Hi Suraj,

How did you know its not sorting. Did you debug the script to see what record you are getting on [0] position?

Was this reply helpful? Yes No
Suraj Jadhav 74 on at

Like (0)

Report

Hello Rawish ,

I have total 8 records and i am sorting data on Due date

1 record has due date 23-04-2016

2 record 30-08-2017

3 record 14-09-2016

4th record 13-11-2016

5th 30-11-2016

6th 30-12-2016

7th 16-12-2016

8th 09-02-2019

and i want 8th record first

i am getting all dates as 2019-02-16

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

this works for me :

rest builder - script , first result:

Was this reply helpful? Yes No
Suraj Jadhav 74 on at

Like (0)

Report

My date field is custom field not created on

and i just debug the cord and date field taking same value as 2019-02-16

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report

Hi Suraj,

It is working fine for me even for custom date.

please try to clear the cache and try in inprivate.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

.. why JS and not just Rollup using max of date?
Another solution would be on Change of the date to write it to the parent field using Workflow...

Was this reply helpful? Yes No