Hi all,
i have the following problem.
In the entity "phonecall" we have the partylist "from". If this feeld is filled with a contact record i want to find the suitable account to this contact and save it in a new lookup feeld.
From the partylist i can get following informations:
Is it possible to find the account from a contact only with the contact id? And how can i achieve my goal?
Please help me =)
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Hi,
Once you get the contact id, you need to fetch the account from that contact. For this you can use WEB API.
Below is the sample code. You need to update the field schema name as per your organization
=============
function onChangeFrom() {
var party = Xrm.Page.getAttribute("from");
var members = party.getValue();
if (members != null) {
for (var i = 0; i < members.length; i++) {
if (members[i].type == 2) {
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts(" + members[i].id.replace("{", "").replace("}", "") + ")?$select=_parentcustomerid_value", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var _parentcustomerid_value = result["_parentcustomerid_value"];
var _parentcustomerid_value_formatted = result["_parentcustomerid_value@OData.Community.Display.V1.FormattedValue"];
var _parentcustomerid_value_lookuplogicalname = result["_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
// Create lookup object
var accountLookup = new Array();
accountLookup[0] = new Object();
accountLookup[0].id = _parentcustomerid_value;
accountLookup[0].name = _parentcustomerid_value_formatted;
accountLookup[0].entityType = _parentcustomerid_value_lookuplogicalname;
Xrm.Page.getAttribute("new_fromaccount").setValue(accountLookup);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}
}
}
================================
Hope this helps.
If you do this client side, it only works when you open the form. I don't know what the requirements are.
you definitely can do that with javascript & just need some WebApi action
for e.g
GET [Organization URI]/api/data/v8.2/accounts?$select=name&$filter=contains(name,'sample')&$count=true HTTP/1.1
you would anyway have the name of the contact or guid. just retrieve the account using that guid of the contact.
if you want to study more on how to query data with Web API , please see below link :
www.inogic.com/.../querying-data-in-microsoft-dynamics-crm-2016-using-web-api
kindly mark this answer as verified if helpful.
Is this server side? If you have the id of the contact, you can retrieve the contact record.
var contact = service.Retrieve("contact", contactId, new ColumnSet("parentcustomerid"));
if(contact.Contains("parentcustomerid"))
{
var accountName = contact.GetAttributeValue<EntityReference>("parentcustomerid").name;
}
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