Plugin to populate lookup record field on current entity.

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Posted on by Mona Chavan

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Hello All,

I am not much familier on writing pligin code for the CRM. I dont have much practice so need one help for plugin code.

scenario : i have two entity "A" and "B" . Entity "A" has fields "name"(lookup field of entity B) and "id"(text field). i need to populate the lookup entity record's "Caseid"(entity BB) field on "id " of A entity.

can anybody share code with me.

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Saad Kabarousse 734 on at

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Hello,

If i correctly Understand, in your Entity A you have two fields :

Field1 is lookup on EntityB

Field2 is Simple line text (That contains the id of the record in the Field1)

Field1 is already filled , and you want to fill Field2 in all records of Entity A ?

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Mona Chavan 255 on at

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Thanks for the reply.

you considered it as reverse

Let consider ,

Entity: A and B

A: has two fields

1) "Name" lookup of entity B

2)Id : text field

B:

1)Case id (text field)

so when i change the lookup value of "Name" in entity "A" its related entity B "Case id" data should be populate in Entity A "Id" text field.

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Saad Kabarousse 734 on at

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public void Execute(IServiceProvider serviceProvider)

{

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

IOrganizationService service = factory.CreateOrganizationService(context.UserId);

try

{

if (!context.InputParameters.Contains("Target"))

return;

var entityA = (EntityReference)context.InputParameters["Target"];

if (entityA.LogicalName != "Case") // if entity A si Case

return;

Entity entityA = service.Retrieve("entityA_name", entityA.Id, new ColumnSet("field1_name"));

Guid EntityB_ID = ( EntityA.GetAttributeValue<EntityReference>("field1_name")).Id; // get Guid of Record from Lookup on entity B

Entity EntityB = service.Retrieve("entityB_name", EntityB_ID, new ColumnSet(true));

EntityB["Caseid"] = entityA.ID;

service.Update(EntityB);

}

catch (InvalidPluginExecutionException e)

{

throw new InvalidPluginExecutionException(e.Message);

}

}

Please Mark as Verified if this Helps :)

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Mona Chavan 255 on at

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Thanks.

correct me if i am wrong.

"service.Update(EntityB);"

For above line i think we should write service.Update(EntityA) because lookup which is going to update is present on Entity A.

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Saad Kabarousse 734 on at

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No EntityB because this is a post operation on update of your EntityA record, it means that after you change lookup on the recordA the plugin will change field "id" in entityB and update the record.

If this is what you want?

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Mona Chavan 255 on at

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for more clarification please see below.

Entity A:

Client field is lookup of Entity B.

Entity B:

when i select Entity B record from Entity A.

CIS key/ANG Reg fields value should get populate in "Client id" field of Entity A.

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Mona Chavan 255 on at

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no i want to update the Entity "A" record "Clent id " based on value present in Entity B "Cis key/ANG ref" field as shared in above screenshot.

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Saad Kabarousse 734 on at

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Hello,

Okey i see it clearly now, well you can just use Dynamics CRM Workflows to do this without Plugin if you want to (it's recommended to do so).

Or just using Javascript with some thing like this (no need for plugin):

function getClienid(){

if (Xrm.Page.data.entity.attributes.get("lookup_field_schema_name").getValue() != null) {

var CustomerId = Xrm.Page.data.entity.attributes.get("lookup_field_schema_name").getValue()[0].id; //CustomerId GET GUID of the EntityB record that is associated in the Lookup

var guid = CustomerId.replace("{", "").replace("}", "");

XrmServiceToolkit.Rest.Retrieve(guid, "EntityBSet", "CIS_key_ANG_Reg_schema_name", null, function(result) {// get CIS_key_ANG_Reg from EntityB

var CIS_key_ANG_Reg = result.CIS_key_ANG_Reg; //CIS_key_ANG_Reg contains the CIS_key / ANG_Reg

Xrm.Page.getAttribute("ClientID_schema_name").setValue(CIS_key_ANG_Reg); // Setting the value of CIS_key_ANG_Reg in ClientID

}, function(error) {

Xrm.Utility.alertDialog(error.message);

}, true);

}

}

To Make this code work :

1- Add XrmServiceToolkit.js to your form (because u are uding Dynamics 2011)

2- Associate this function to onChange of your field

3- That' All :)

Try it and give me feed back

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Mona Chavan 255 on at

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Thanks but can you just help me with plugin.

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DynamicsAlex 25 on at

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// Register this in PRE-UPDATE of EntityA, set FILTERING ATTRIBUTES to only include "NAME" field.

// UPPER-CASE STRINGS NEED TO BE REPLACED WITH THE CORRECT NAMES OF ENTITIES AND FIELDS

public void Execute(IServiceProvider serviceProvider)

{

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

IOrganizationService service = factory.CreateOrganizationService(context.UserId);

// grab EntityA record being updated

var entityA_Record = context.InputParameters["Target"] as Entity ?? throw new InvalidPluginExecutionException("Target");

// grab the content of "Name" field

var entityB_reference = entityA_Record.GetAttributeValue<EntityReference>("ENTITYA_NAME");

// if "Name" is empty, clear "Id"

if(entityB_reference == null)

{

entityA_Record["ENTITYA_ID"] = null;

}

else

{

// if "Name" is not empty, grab the EntityB record and put "CaseId" in "Id"

var entityB_record = service.Retrieve(entityB_reference.LogicalName, entityB_reference.Id, new ColumnSet("CASEID"));

var caseId = entityB_record.GetAttributeValue<string>("CASEID");

entityA_Record["ENTITYA_ID"] = caseId;

}

// I can't remember if the following line is needed

// put back the data of EntityA where you got it to make it so the fields are updated properly

context.InputParameters["Target"] = entityA_Record;

}

Note that in recent versions of CRM this can be achieved by out-of-the-box calculated fields, I'd consider upgrading.

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