Pass parameters to openEntityForm and set lookup field

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Posted on by justasd

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My plan is to add a button on a form (Contact) that opens a new Task window and fills the "regardingobjectid" lookup field. I'm working on CRM2013 fall.

I found an example here:

msdn.microsoft.com/.../gg334375.aspx

Example: Use Xrm.Utility.openEntityForm to Open a New Window

So it works great if I add the button on Account form and open Contact window.

I changed the lines

parameters["parentcustomerid"] = "2878282E-94D6-E111-9B1D-00155D9D700B";

parameters["parentcustomeridname"] = "Contoso";

parameters["parentcustomeridtype"] = "account";

parameters["regardingobjectid"] = entityId;

parameters["regardingobjectidname"] = "Jim Glynn (sample)";

parameters["regardingobjectidtype"] = "contact";

and used it my scenario but I got an error message.

I could't find any documentation, just this example.

Any advices?

Here's full function (not working):

function addTask() {
var parameters = {};
var entityId = Xrm.Page.data.entity.getId();
parameters["regardingobjectid"] = entityId;
parameters["regardingobjectidname"] = "Jim Glynn (sample)";
parameters["regardingobjectidtype"] = "contact";
Xrm.Utility.openEntityForm("task", null, parameters);
}

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jlattimer 24,562 on at

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It isn't possible to send the Regarding field or a To/From field as a parameter.

Have a look at this thread: Passing regardingobjectidtype to Xrm.Utility.openEntityForm

This user's solution was to create additional input parameters on the form and have some JavaScript read them and then populate the field.

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Community Member on at

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In case anyone else stumbles upon this question, you can set the Regarding lookup, though indirectly, by passing pId, pType, and pName. Here is sample code to open a new task with the Regarding set to the currently open record.

Xrm.Utility.openEntityForm('task', null, { pId: Xrm.Page.data.entity.getId().replace(/{|}/g, ''), pType: Xrm.Page.data.entity.getEntityName(), pName: Xrm.Page.getAttribute('name').getValue() });

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Svsaran on at

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Change the parameter 'regardingobjectidtype' to 'regardingobjecttypecode'. It will work. See the below corrected code.

function addTask() {

var parameters = {};

var entityId = Xrm.Page.data.entity.getId();

parameters["regardingobjectid"] = entityId;

parameters["regardingobjectidname"] = "Jim Glynn (sample)";

parameters["regardingobjecttypecode"] = "contact";

Xrm.Utility.openEntityForm("task", null, parameters);

}

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Premz 50 on at

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Working code for version 9.1

var parameters = {};

//set the regarding object id

parameters["regardingobjectid"] = customerId;
parameters["regardingobjectidname"] = customerName;
parameters["regardingobjecttypecode"] = "contact";

Xrm.Navigation.openForm({ entityName: "appointment" }, parameters);

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kmish 50 on at

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Thanks!!!! This helped!!

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