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Java Script for a form to update a Case field with an Owner's field

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Posted on by ScottColbourne

125

I am certainly not a developer and struggle with JScript.

What I need to do is to update a field on the Case form with the Owner's information.

If I am correct I place a web resource on the form that grabs the owner's information. Then grabs the system user field value and drops it into the field on the Case form.

Incident field = new_ownersalsbusinessstream (look up field)

SystemUser field = new_alsbusinessstream (look up field)

Can someone please assist?

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a33ik 84,331 Most Valuable Professional on at

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Hello Scott,

I believe you have no need in any development. You should consider usage of Quick View forms - docs.microsoft.com/.../create-edit-quick-view-forms

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ScottColbourne 125 on at

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Sorry Andrew, but I need the field on the Case record to use it for filtering another lookup field.

Therefore unfortunately a quick view form does not achieve what I need.

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erhan.keskin 2,253 on at

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Hi Scott,

There is a couple of ways to achieve that. However, it all depends on what you exactly need.

For instance;

If you need to populate the value(s) on the form straight away, then jscript might make sense. Please check this out; https://carldesouza.com/set-retrieve-id-lookup-value-using-xrmwebapi/

If you don't mind the field(s) is populated after saving the record,

then you can create a WF to populate the field(s) on the form with the information of owner

or you can populate the field(s) in a plugin

Regards,

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ScottColbourne 125 on at

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jscript makes sense as I do need it to update right away, before the record is created.

Your second option is what I have now, but it is cuasing filtering issues on a dependent lookup, as this only works once the record is saved.

I will look at your link and try and put together the script to adapt it to a case and the owner's (system user) custom field.

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LeoAlt 16,331 Moderator on at

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Hi partner,

If you want to get the system user information by owner lookup field and set the data to fields on case, you could use the web api provided by D365.

Sample:

function getValueFromOwnerLookUp(executionContext){ var formContext=executionContext.getFormContext(); //get lookup field var Lookup_Cat=formContext.getAttribute("ownerid"); if(Lookup_Cat!=null){ //get lookup field record id var value=Lookup_Cat.getValue(); var id=value[0].id; //use record id to retrieve other field value Xrm.WebApi.retrieveRecord("systemuser",id,"?$select=fieldname").then( function success(result){ //get the systemuser field value and set it to field on case var fieldValue=result.fieldname; formContext.getAttribute("fieldname").setValue(fieldValue); }, function (error){ console.log(error.message); } ) } }

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-webapi/retrieverecord

Hope it helps.

Best Regards,

Leo

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ScottColbourne 125 on at

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Thank you Leo.

Unfortunately I get this error:

TypeError: Unable to get property 'getFormContext' of undefined or null reference

at getValueFromOwnerLookUp (dynamicssasandbox.crm6.dynamics.com/.../alssc_caseALSBusinessStreamComplete:2:5)

at sp.prototype.executeFunction (dynamicssasandbox.crm6.dynamics.com/.../app.js

at sp.prototype.execute (dynamicssasandbox.crm6.dynamics.com/.../app.js

at tp.prototype._executeIndividualEvent (dynamicssasandbox.crm6.dynamics.com/.../app.js

at tp.prototype._executeEventHandler (dynamicssasandbox.crm6.dynamics.com/.../app.js

at execute (dynamicssasandbox.crm6.dynamics.com/.../app.js

at O.prototype._executeSyncAction (dynamicssasandbox.crm6.dynamics.com/.../app.js

at O.prototype._executeSync (dynamicssasandbox.crm6.dynamics.com/.../app.js

at O.prototype.executeAction (dynamicssasandbox.crm6.dynamics.com/.../app.js

at t.dispatch (dynamicssasandbox.crm6.dynamics.com/.../app.js

This was on a new or existing case.

Any ideas?

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Suggested answer

Adrian Begovich 1,027 Moderator on at

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Hi Scott Colbourne,

You need to pass execution context as the first parameter in your JavaScript function.

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ScottColbourne 125 on at

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Thank you Adrian - I have now ticked the box. The issue now is it does not seem to do anything.

I presume I have something wrong in my code.

Basically I only changed where it stated fieldName to new_alsbusinessstream and for the destination field on the form - new_ownersalsbusinessstream.

Isn't that correct?

Here it is:

function getValueFromOwnerLookUp(executionContext){

var formContext=executionContext.getFormContext();

//get lookup field

var Lookup_Cat=formContext.getAttribute("ownerid");

if(Lookup_Cat!=null){

//get lookup field record id

var value=Lookup_Cat.getValue();

var id=value[0].id;

//use record id to retrieve other field value

Xrm.WebApi.retrieveRecord("systemuser",id,"?$select=new_alsbusinessstream").then(

function success(result){

//get the systemuser field value and set it to field on case

var fieldValue=result.new_alsbusinessstream;

formContext.getAttribute("new_ownersalsbusinessstream").setValue(fieldValue);

},

function (error){

console.log(error.message);

}

)

}

}

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