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Hi all,
I am new to Microsoft Dynamic CRM 2016. I have an entity Project, i want to display a lookup field of Projects in Lead along with a text field for Project Country. What i want is when i select Project from lookup field, the project country field automatically gets populated with project country value. But i have no idea how can i do this CRM? If any one can give suggestion or give help then please.
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Hello Goutam,
Not sure why you think so, as it's a best practise to use out of the box features, it will give better performance instead of writing custom code+ it removes extra development efforts and you don't require any technical knowledge to implement out of the box features so any business user can implement it without any dependency.
If you have faced any issue you can share it here.
Hello,
Assuming you just to display text field related to project on lead form,if yes, you don't need to write any code,you can simply utility quick view form to display relatedentity data based on thelookup. As suggested
> first create relationship (1:N) between your project entity and lead,
> Create a quick view form for project entity and place your textfield there.
> Add project lookup on lead entity and place project quick view form on lead form.
you can refer this post: http://himbap.com/blog/?p=1179
Hi ,
Here is the step you need to follow -
Step 1: Create the relationship between Lead and Project entity make sure relationship should be 1:N when you are creating from project entity. A lookup field in lead will automatically create when you create the 1:N relationship from project entity.
Step 2: Add the create lookup field in the Lead entity form.
Step 3: Create an JS webresource and add a function over there where you need to write WEB API request to retrieve the selected project lookup country. You need to pass the project id in the API query.
Step 3: To create the API query ,download the CRMRESTBuilder from github.com/.../CRMRESTBuilder , import the solution and it will give you a button in customization area , by which you can create Webapi query to retrieve particular project country.
Step 4 : Once you get the country by executing on change method of lookup you can set value to the lead country field in client side.
Hope this helps.
Hi waleed,
You can write javascript for the above and call the function on change of project field.
function onChangeOfProject(){
var projectId;
var project = Xrm.Page.data.entity.attributes.get("project");
projectId=this.GetLookupID(project);
if(projectId==null){
return;
}
var encodedFetchXML=this.getFetchXml(projectId);
var units=this.GetUnitDetails(encodedFetchXML);
}
function getFetchXml(projectId){
var fetchXML = ['<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">'+
'<entity name="project">'+
'<attribute name="country"/>'+
'<filter type="and">'+
'<condition attribute="projectid" value="'+projectId+'" operator="eq"/>'+
'</filter>'+
'</entity>'+
'</fetch>'].join('');
var encodedFetchXML = encodeURIComponent(unitFetchXML);
return encodedFetchXML;
}
function setCountry(encodedFetchXML){
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/productpricelevels?fetchXml=" + encodedFetchXML, true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
req.onreadystatechange=function(){
if (req.readyState === 4){
req.onreadystatechange = null;
if (req.status === 200){
var results = JSON.parse(this.response);
if(results.value.length==1)
{
var unitDetails=results.value[0];
var country=unitDetails['country'];
Xrm.Page.getAttribute("cld_amount").setValue(country);
}
}
}
};
req.send();
}
The above script is not accurate, you need to make the changes as per your entity and attribute names
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