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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?
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,"?$select=new_alsbusinessstream").then(
function success(result){
//get the systemuser field value and set it to field on case
var fieldValue=result.new_alsbusinessstream;
formContext.getAttribute("new_ownersalsbusinessstream").setValue(fieldValue);
},
function (error){
console.log(error.message);
}
)
}
}
Hi Scott Colbourne,
You need to pass execution context as the first parameter in your JavaScript function.
Thank you Leo.
Unfortunately I get this error:
TypeError: Unable to get property 'getFormContext' of undefined or null reference
at getValueFromOwnerLookUp (dynamicssasandbox.crm6.dynamics.com/.../alssc_caseALSBusinessStreamComplete:2:5)
at sp.prototype.executeFunction (dynamicssasandbox.crm6.dynamics.com/.../app.js
at sp.prototype.execute (dynamicssasandbox.crm6.dynamics.com/.../app.js
at tp.prototype._executeIndividualEvent (dynamicssasandbox.crm6.dynamics.com/.../app.js
at tp.prototype._executeEventHandler (dynamicssasandbox.crm6.dynamics.com/.../app.js
at execute (dynamicssasandbox.crm6.dynamics.com/.../app.js
at O.prototype._executeSyncAction (dynamicssasandbox.crm6.dynamics.com/.../app.js
at O.prototype._executeSync (dynamicssasandbox.crm6.dynamics.com/.../app.js
at O.prototype.executeAction (dynamicssasandbox.crm6.dynamics.com/.../app.js
at t.dispatch (dynamicssasandbox.crm6.dynamics.com/.../app.js
This was on a new or existing case.
Any ideas?
Hi partner,
If you want to get the system user information by owner lookup field and set the data to fields on case, you could use the web api provided by D365.
Sample:
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Answers (
function getValueFromOwnerLookUp(executionContext){
var formContext=executionContext.getFormContext();
//get lookup field
var Lookup_Cat=formContext.getAttribute("ownerid");
if(Lookup_Cat!=null){
//get lookup field record id
var value=Lookup_Cat.getValue();
var id=value[0].id;
//use record id to retrieve other field value
Xrm.WebApi.retrieveRecord("systemuser",id,"?$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);
}
)
}
}
Hope it helps.
Best Regards,
Leo
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.
Hi Scott,
There is a couple of ways to achieve that. However, it all depends on what you exactly need.
For instance;
Regards,
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.
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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