Set Value in Lookup Filed using Plugin D365

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Posted on by Ashik Patel

267

Hello Team,

here i update the Lookup value in (SalesOrderDetail) Entity Lookup Filed (msdyn_project) it is updated but need to refresh the page after showing value in Lookup Filed i want to need without refresh set the value in Lookup Field

Below my code

SalesOrderDetail objSalesOrderDetailsUpdate = new SalesOrderDetail()
{
Id = contractLineGuid,
msdyn_Project = new EntityReference(msdyn_project.EntityLogicalName, ProjectEntity.Id)
};

//Update the Contract record
currentUserService.Update(objSalesOrderDetailsUpdate);

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Answers (1)

Verified answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hi,

I tried below code and it works as expected -

function OpenContactQC(primaryControl)

{

var formContext=primaryControl;

var entityFormOptions = {};

entityFormOptions["entityName"] = "contact";

entityFormOptions["useQuickCreateForm"] = true;

// Set default values for the Contact form

var formParameters = {};

formParameters["firstname"] = "Sample";

formParameters["lastname"] = "Contact";

formParameters["fullname"] = "Sample Contact";

formParameters["emailaddress1"] = "contact@adventure-works.com";

formParameters["jobtitle"] = "Sr. Marketing Manager";

formParameters["donotemail"] = "1";

formParameters["description"] = "Default values for this record were set programmatically.";

// Open the form.

Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

function (obj) {

console.log(obj);

console.log("Created new " + obj.savedEntityReference[0].entityType + " named '" + obj.savedEntityReference[0].name + "' with id:" +

obj.savedEntityReference[0].id);

// Create new lookup array

var lookup = [];

lookup[0] = {};

lookup[0].id = obj.savedEntityReference[0].id;

lookup[0].entityType = obj.savedEntityReference[0].entityType;

lookup[0].name = obj.savedEntityReference[0].name;

// Get and Set New Lookup

var emergencyContact = formContext.getAttribute("msft_emergencycontact");

emergencyContact.setValue(lookup);

},

function (error) {

console.log(error);

});

}

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Ashik Patel 267 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hello Bipin,

here i change my Code and checked but still not working

Old Code

function openDialog()
{
var params = {};

Xrm.Utility.openQuickCreate("msdyn_project", null, params).then(function () { console.log("Success"); }, function (error) {
console.log(error.message);
});
}

New Code

function openDialog() {

var entityFormOptions = {};
entityFormOptions["entityName"] = "msdyn_project";
entityFormOptions["useQuickCreateForm"] = true;
Xrm.Navigation.openForm(entityFormOptions, null).then(
function(lookup) {
console.log("Success");
},
function(error) {
console.log("Error");
}
);

}
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hi,

Xrm.Utility.openQuickCreate is deprecated -

docs.microsoft.com/.../xrm-utility

You should use openForm instead -

docs.microsoft.com/.../openform

So update your code to use openForm and then set the lookup in successCallback method.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Ashik Patel 267 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hello Bipin,

i using Below code to opening Quick form using Ribbon

function openDialog()

{

var params = {};

Xrm.Utility.openQuickCreate("msdyn_project", null, params).then(function () { console.log("Success"); }, function (error) {

console.log(error.message);

});

}
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Set Value in Lookup Filed using Plugin D365

HI,

You can set you lookup field using Javascript in successcallback function.

docs.microsoft.com/.../openform

I hope you are using openform method to open quick create form from your ribbon button, if yes then you can easily the lookup with current created record.

successCallback Function No A function to execute when the record is saved in the quick create form.

This function is passed an object as a parameter. The object has a savedEntityReference array with the following properties to identify the record(s) displayed or created:

entityType: The logical name of the table.

id: A string representation of a GUID value for the record.

name: The primary column value of the record displayed or created.

NOTE:

The successCallback function is not executed when you open a form for an existing or new record.

The successCallback function is executed only when you save a record in a quick create form that was opened using the openForm method.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Ashik Patel 267 on at

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RE: Set Value in Lookup Filed using Plugin D365

My Plugin Code

if (context.InputParameters.Contains("Target"))

{

BDOContext dbContext = new BDOContext(currentUserService);

Entity ProjectEntity = (Entity)context.InputParameters["Target"];

ProjectEntity.Id = context.PrimaryEntityId;

Guid userId = context.InitiatingUserId;

if (ProjectEntity.Contains("ispl_contractlinenumber"))

{

string ispl_contractlinenumber = (string)ProjectEntity["ispl_contractlinenumber"];

Guid contractLineGuid = Guid.Parse(ispl_contractlinenumber);

SalesOrderDetail objsalesorderdetail = dbContext.SalesOrderDetailSet.Where(c => c.Id == contractLineGuid).FirstOrDefault();

SalesOrderDetail objSalesOrderDetailsUpdate = new SalesOrderDetail()

{

Id = contractLineGuid,

msdyn_Project = new EntityReference(msdyn_project.EntityLogicalName, ProjectEntity.Id)//new EntityReference("msdyn_project", ProjectEntity.Id)

};

//Update the Contract record

currentUserService.Update(objSalesOrderDetailsUpdate);

}

}
Ashik Patel 267 on at

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RE: Set Value in Lookup Filed using Plugin D365

Here when i create new create Project button Quick Create Project Form Will open for creating new Project after that when i press save and close that time project will be create

In Parent form one Project field (Lookup) this project will be attached after create.

Now Project is created but not attached automatically in lookup field need to refresh page after attach

Here i attach snap
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hi,

Please share some screenshot of what is happening and what do you want because it is not very clear from your post?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Ashik Patel 267 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hello Bipin,

my plugin is already sync mode
Suggested answer

Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Set Value in Lookup Filed using Plugin D365

Hi,

Change your plugin step to execute in sync mode instead of async to see the result instant.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/