How to retrieve a record from different entity and populate in a form based on selected product?

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Posted on by Aidel Ibrahim

I'm creating this form in Quote Line entity, what I'm trying to do now is I want the Tax Code 2 field is auto-populate based on Existing Product that I chose. The product and its tax code is located in different entity (Product entity).

How do I call the record? I have tried creating another field in Quote Line entity and make 1:N relationship but still, it didn't work out as expected.

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LuHao 40,892 on at

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Hi Aidel,

Basically, we will implement it using two OOTB methods: calculated field or workflow.

Here, I share the steps of the calculated field.

Background: Product entity has a field "Tax Code".

1) Create a calculated field for the Quote Line entity.

2) Click Edit to edit its logic. Set its ACTION as productid.new_taxcode. Save.

3) Add the calculated field "Tax Code 2" to the Quote Line form. Whenever we select Existing Product and save this record, the field "Tax Code 2" is automatically populated.

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meelamri 13,216 User Group Leader on at

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Hi,

Unfortunately, you have to use a process. Workflow will not be the solution. In fact, you can't update opportunity/quote/order product with workflows. A plugin is a solution.

Lu Hao, using calculated field, data is calculated as soon as form is loaded. Do you think it won't pose a problem for data consistency?

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LuHao 40,892 on at

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Hi Mehdi,

Yes, calculated fields do get updated when the form loads, which causes the original values to be replaced.

If the user wants the field "Tax Code 2" to be populated only when the "Existing Product" is changed, then there is no OOTB way, I would recommend creating Javascript as the Onchange event of "Existing Product".

If the user wants "Tax Code 2" to display the "Tax Code" value of "Existing Product" at all times, then the calculated field is suitable.

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Aidel Ibrahim 50 on at

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Just for your information, all products (with taxcode column) I import from excel.

Now I have two questions:

1. What if my original Tax Code field from Product is an Option Set. Do I have to change that to calculated field too?

2. Yes I've been using onchange event too for calculations in quote line (e.g. auto calculate margin% after user key in revenue and margin). Is that possible too to use onchange? If yes then what are the codes that I can use? I'm new to JavaScript.

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meelamri 13,216 User Group Leader on at

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Hi,

Your JS code will basically retrieve tax code 2 from the product entity. Then Set the value in your Quote Line. The function will execute when existingProduct is changed.

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meelamri 13,216 User Group Leader on at

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Hi,

Your code should be something like that:

function setProductType(executionContext){ var formContext = executionContext.getFormContext(); var existingProduct = formContext.getAttribute('productid').getValue(); var existingProductId = existingProduct[0].id.replace("{","").replace("}",""); Xrm.WebApi.retrieveRecord("product", existingProductId, "?$select=new_producttype").then( function success(result) { formContext.getAttribute('new_producttype').setValue(result.new_producttype); }, function (error) { console.log(error.message); // handle error conditions } ); }

This code copy an option set value from existing product to an opportunity line. Hope this helps.

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sharma.sandeep82 743 on at

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Hi Aidel,

I would suggest to use JS for your requirements. We are already using JS for one of our projects for the same kind of requirements. I'll provide the code shortly for your reference.

Thanks and Regards

Sandeep

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CRMJetty 3,512 on at

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Hello Aidel,

Greetings of the day!

In regards to your concern, you can use fetchXml query in js ,through fetchXml you will retrieve related entity records in a single query.

Kindly try the above things on your end and let us know in case of any other concerns, I would be happy to assist you further for the same

Kind Regards,

CRMjetty

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Aidel Ibrahim 50 on at

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Im facing this error

Cannot read property 'getFormContext' of undefined

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Aidel Ibrahim 50 on at

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Can you brief more? Thank you

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