Get Current User data to put in Salesperson in Quote Form

(0) Share

Report

Posted on by Community Member

Hi, this is probably a simple answer but can't get my head quite around it

In quote product I want to be able to put the current person as the salesperson.

So far I have the following;

function retrieveDefaultSales()
{
  var check = Xrm.Page.getAttribute("salesrepid").getValue();
  if (check == null)
  {
    var salesid = Xrm.Page.context.getUserId();
    var option = "$select=DomainName&$filter=SystemUserId eq guid'" + salesid  + "'";
    SDK.REST.retrieveMultipleRecords("SystemUser", option, retrieveUser, function(error) { alert(error.message); }, function(){});
    Xrm.Page.getAttribute("salesrepid").setValue(salesid);
  }
}

function retrieveUser(retirevedUser)
{
  if(retirevedUser.length > 0)
  {
    var salesperson = retirevedUser[0].DomainName;
    alert(salesperson);
    Xrm.Page.getAttribute("salesrepid").setValue(salesperson);
  }
}

Any ideas how to get this actually working? I don't seem to have any error messages coming up it simply isn't populating the lookup field

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Royal King 27,686 on at

Like (0)

Report

Use the below one line code to populate current logged in user ,

Xrm.Page.getAttribute("salesrepid").setValue([{ id: Xrm.Page.context.getUserId(), name: Xrm.Page.context.getUserName(), entityType: "systemuser" }] );

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Worked great, thank you!

Was hoping there'd be a simpler way

Was this reply helpful? Yes No
Aileen Gusni 44,524 on at

Like (0)

Report

Hi Harrison,

The salesrep id is the lookup field.

So you need to define the ID and the Name

Example:

Xrm.Page.getAttribute("lookupid").setValue([{ id: "guid", name: "the name", entityType: "entityname"}]);

If your code here: if(retirevedUser.length > 0) got the retrievedUser then you can just add this:

function retrieveUser(retirevedUser, salesId) //add the salesid

{

if(retirevedUser.length > 0)

{

//var salesperson = retirevedUser[0].DomainName;

//change the retirevedUser[0].DomainName with full name

var salesperson = retirevedUser[0].FullName;

alert(salesperson);

//Xrm.Page.getAttribute("salesrepid").setValue(salesperson); --> you should replace this line

Xrm.Page.getAttribute("salesrepid").setValue([{ id: salesId, name: "the name", entityType: "entityname"}]);

}

}

//do not forget in your query, add the full name, instead of Domain Name

var option = "$select=FullName&$filter=SystemUserId eq guid'" + salesid + "'";

You can follow Chitra suggestion as well.

Anyway here is the link of the sample code:

crmbusiness.wordpress.com/.../crm-2011-setting-a-user-lookup-with-the-logged-in-user-with-javascript

Just change the field name to salesrepid

Hope this helps!

Thanks.

Was this reply helpful? Yes No