Set Lookup value

(0) Share

Report

Posted on by antc

2,909

Hi all,

This has my mind spinning. I need to set the lookup value of a new record via a web API. I currently do this for an option set using the below code to return the value based on a text match. I believe that the value I have to set for the lookup is ? a GUID rather than value as below.

So if the record to be created is in the Canditate entity and the lookup is in the Course entity how would I go about setting it. I have played with using EntityReference however no success to date.

if (!string.IsNullOrWhiteSpace(formValues.Get("Standard")))
                {
                    string selectedValue = formValues.Get("Standard");
                    RetrieveAttributeRequest optionSetRequest = new RetrieveAttributeRequest();
                    optionSetRequest.EntityLogicalName = "Canditate";
                    optionSetRequest.LogicalName = "dev_standard";
                    optionSetRequest.RetrieveAsIfPublished = true;
                    RetrieveAttributeResponse optionSetResponse = (RetrieveAttributeResponse)service.Execute(optionSetRequest);
                    PicklistAttributeMetadata retrievedPicklistAttributeMetadata = (PicklistAttributeMetadata)optionSetResponse.AttributeMetadata;
                    OptionMetadata[] optionList = retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
                    int selectedOptionValue = 0;
                    foreach (OptionMetadata oMD in optionList)
                    {

                        if (string.Equals(oMD.Label.UserLocalizedLabel.Label, selectedValue, StringComparison.OrdinalIgnoreCase))
                        {
                            selectedOptionValue = oMD.Value.Value;
                            break;
                        }
                    }
                    if (selectedOptionValue == 0)
                    {
                        selectedOptionValue = 1;
                    }
                    target["dev_standard"] = new OptionSetValue(selectedOptionValue);
                }

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

antc 2,909 on at

Like (0)

Report

The code was showing how I currently set the value of an optionset from the API.

I explained that I need to now do this on an entity but for a lookup instead of an options set.

candidate (entity) dev_course (lookup field)

has a N:1 relationship with

course (entity) dev_course_name (text field)

My understanding is I have to set the entityreference for the dev_course field using the GUID and logical name from dev_coursename.

I have been reading for hours and have tried to mock up some queryexpressions etc but just keep getting more confused hence no real code for the lookup being posted.

Any guidance or links would be appreciated.

Thanks,

Antony

Was this reply helpful? Yes No
Suggested answer

Waqar Sohail on at

Like (0)

Report

Hi Antc,

Remember lookup is simple. Just consider N:1 that lookup will be part of N not the 1.

So if you want to set the lookup in C#, you need two things. Entity LogicalName and Entity GuiD (Id).

For lookup type you need to make EntityReference lookup = new EntityReference();

you can then set its LogicalName and ID.

Same if you want to retrieve it then you will need to parse the attribute value with EntityReference.

You can follow this link as well

social.msdn.microsoft.com/.../how-to-set-a-lookup-value-in-crm-2011-using-c

Was this reply helpful? Yes No
Verified answer

Mahendar Pal 45,095 on at

Like (0)

Report

Hi,

You can write a retrievemultiple request to query your lookup entity based on some criteria may be name and when it will return value you can set your looup using it's id property.

You can refer example(GetUserID method) in my below post to get , once you have id you can set it using entityreference

http://himbap.com/blog/?p=791

for example something like below

entityobject["lookpufieldname"]=new EntityReference("targetentitylogicalname",GetID());

Thanks

Was this reply helpful? Yes No
antc 2,909 on at

Like (0)

Report

Hi all,

Thanks for the ideas so far still seem to be having a mental hurdle with this although I suspect it will click at some point.

Can't test at the moment however do you think this is on the right track?

//Query for the GUID of the Course using CourseName

if (!string.IsNullOrWhiteSpace(formValues.Get("CourseName")))

{

string cname = formValues.Get("CourseName");

}

QueryExpression query = new QueryExpression("bc_course");

query.Criteria.AddCondition("bc_name", ConditionOperator.Equal, cname);

Entity course = service.RetrieveMultiple(query).Entities.First();

//Set the lookup

Candidate can = new Candidate();

......

......

can.Attributes["de_20_coursename"] = new EntityReference("bc_course", course.Id);

service.Create(can);

Was this reply helpful? Yes No
Verified answer

Waqar Sohail on at

Like (0)

Report

Hi Antc,

Your code looks good but your can make it little better like this.

QueryExpression query = new QueryExpression("bc_course");

ConditionExpression condition = new ConditionExpression("bc_name",ConditionOperator.Equal, cname);

query.Criteria.AddCondition(condition );

EntityCollection courses = service.RetrieveMultiple(query);

if(courses !=null && courses.Entities.count>0)

{

//get the first entity

Entity course = courses.Entities[0];

Candidate can = new Candidate();// You can also use Entity can = new Entity(LogicalName);

......

......

can.Attributes["de_20_coursename"] = new EntityReference(course.LogicalName, course.Id);

service.Create(can);

}

Was this reply helpful? Yes No

Community site session details

Set Lookup value

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates

Community site session details

Set Lookup value

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates