Lead Process auto-populate "Existing Account"

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Posted on by icimasa

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Hi,

When creating a lead upon entering the Existing Contact information I want to auto-populate the Existing Account field in the BPF. But I try with Business Rule and Workflow, but the Existing Account and Contact fields are not listed anywhere to use in the Business Rule or Workflow..

So how do I get a onchange event on the Existing Contact field so I can generate som js to auto-populate the account?

thanks for any help

regards

Martin

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Community Member Microsoft Employee on at

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RE: Lead Process auto-populate "Existing Account"

Hello,

To register an OnChange event

1st you need to register your JScript in your solution. then add it to the desired form(under form properties)

Then you have 2 options:

1) register the OnChange event in the form customizations

2) register the OnChange event in your JScript and call an OnLoad function in your form(here some referance: msdn.microsoft.com/.../gg334481.aspx).

Personally, I prefer the second option because you call one time a function and then register all your OnChange events instead of going through the all form customization.

Hope it helped