How to auto-populate the lookup field depends on the selected- lookup

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I try using the workflow but it need to save the transaction before it populate, I try mapping it but doesn't work.

So I have a 3 Entities Expense,Vendor,Transaction.

In Vendor Entity I have a field of Vendor Name and a lookup field for Expense Category(Expense Entity).

In Transaction Entity I have a lookup for Vendor name and Expense Category, so when I select a vendor name in the lookup it will populate the lookup of expense category.

I already used the filter, yes it show the expense category depends on the vendor name selected, but the problem in there is I need to click the lookup field of expense tracker to show the value. I want is it will auto fill the lookup field without clicking it. Thank you

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prt33k 6,907 on at

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Hi,

You basically want to auto populate a Expense Category whenever the vendor record is selected.

For this you can write a javascript on onchange event of vendor field. Inside the JS you need to query the Expense Category value using web api. Once you get the guid of expense category, set the lookup field value to it...something like this, where retrievedCategory is object you get after making web API call.

var value = new Array();

value[0] = new Object();

value[0].id = retrievedCategory.results[0].new_Category.Id;

value[0].name = retrievedCategory.results[0].new_Category.Name;

value[0].entityType = retrievedCategory.results[0].new_Category.LogicalName;

Xrm.Page.getAttribute("new_Category").setValue(value;)

Let me know if this help..

Thanks,

PS

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Community Member on at

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Hi prt33k

once I clicked the add a pop up message appear, it said I should have atleast one library

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Nithya Gopinath 17,078 on at

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Hi,

See: social.microsoft.com/.../need-to-auto-populate-fields-on-a-form-based-on-the-value-selected-in-the-same-forms-lookup-field

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Meena Kannan 232 on at

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Hi,

Before adding an event handler please create a webresource that have your retrieve functions and associate this webresource to the specific form. Then call your specific function to the event handler.

Thanks,

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Community Member on at

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You need to create a javscript function. You can get data of Expense Category Lookup on Vendor Entity using the guid of Vendor Lookup on Transaction.

Use this tool to generate the code for API.

github.com/.../releases

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Community Member on at

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Use this tool to generate the code to get values from Vendor Entity

github.com/.../releases

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Community Member on at

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Can you link any article creating a websource about retrieving function

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Community Member on at

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Hi Mohd

I tried your link, but it doesn't work, it stuck up, is there any login or change in the code?

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Nausher Sayeed 522 on at

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Hi,

It seems that you want to filter the lookup field value based on another lookup field. Check below.

crmpankaj.blogspot.in/.../crm-2015-javascript-lookup-filtering.html

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Community Member on at

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Hi Nausher

I'm already have a filter that every time the user select a vendor name(lookup) , it will filter the expense category(lookup), my problem is I want to auto fill the field

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