How to Auto Fill Field on change of Lookup Field

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Hi experts,

I have added a Lookup field called "primary contact" in the project entity form, from which the user can select the contact.

I have also added a field called "contact phone" which should fetch the phone number of the corresponding contact onchange of the lookup field.

I have established this using workflows, however workflows do not trigger on change of the field so how can I accomplish this using javascript? Any sample code would be very helpful

Thanks!

Purvesh

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Ryan Maclean 3,070 on at

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Hi Purvesh,

It sounds like using a Quick View form would be better for you in this scenario: technet.microsoft.com/.../dn531145.aspx

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Community Member on at

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Hi Ryan,

I can't use a quick view form for this requirement. I need the phone number field to auto populate as soon as the user selects a value from the lookup field.

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Community Member on at

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Hi,

here is an example: community.dynamics.com/.../255317

and here the crmRestuilder to build your request: github.com/.../releases

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Ryan Maclean 3,070 on at

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What is the problem with your workflow? Can you post a picture of the workflow to let us see the logic you're using?

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nfernandezba 210 on at

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You can use a Calculated field for the "contact phone" field. It will automatically update when you change the contact, and you won't need any code.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Jon,

Here is the code, run it on onchange event of primarycontact field.

function getPhoneNumber(){

var contactId;
var lookupItem = Xrm.Page.getAttribute("Lookup_primarycontactfieldname").getValue();
if (lookupItem != null)
{
contactId = lookupItem[0].id;
}
else
{
return;
}

var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts("+contactId +")?$select=Contact_phonenumberfieldname", false);
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 address1_telephone1 = result["Contact_phonenumberfieldname"];

if(address1_telephone1){

Xrm.Page.getAttribute('phonenumber_Text_Field_where_you_want_to_setvalue').setValue(address1_telephone1);

}

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

Mark this an answer, If it helps.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in

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Community Member on at

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Hi Arpit,

I'm getting the following error on the Script. Would could be wrong?

Thanks,

Jon

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Arpit Shrivastava 7,518 User Group Leader on at

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Did you properly replace the field name (in place of text highlighted in Red)?

Regards

Arpit

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Community Member on at

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Yeap, I think so

Lookup_new_primary contact is the lookup on the project entity form

Contact_telephone1 is the phone number field in the contact entity form

phonenumber_new_telephone1 is the phone number field in the project entity form

Please suggest. I'm sure I'm going wrong somewhere.

function getPhoneNumber() { var contactId; var lookupItem = Xrm.Page.getAttribute("Lookup_new_primarycontact").getValue(); if (lookupItem != null) { contactId = lookupItem[0].id; } else { return; } var req = new XMLHttpRequest(); req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/contacts("+contactId +")?$select=Contact_telephone1", false); 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 address1_telephone1 = result["Contact_telephone1"]; if(address1_telephone1) { Xrm.Page.getAttribute('phonenumber_new_telephone1').setValue(address1_telephone1); } } else { Xrm.Utility.alertDialog(this.statusText); } } }; req.send(); }

Thanks!

Jon

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Community Member on at

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Hi,

before accesing directly the getValue of

var lookupItem = Xrm.Page.getAttribute("Lookup_new_primarycontact").getValue();

you should first check if Xrm.Page.getAttribute("Lookup_new_primarycontact") is not null or empty

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