760
Hi,
I want to skip the order I'm trying to create a button in opportunity that opens invoice form but the id of opportunity shoulde be passed in the invoice but I have no luck.here's my cript
function bill()
{
var test = Xrm.Page.getAttribute('opportunityid');
alert(test);
parameters["opportunityid"] = test;
Xrm.Utility.openEntityForm("account", null, parameters);
}
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Glad it worked.
You can read more about openEntityForm here-
msdn.microsoft.com/.../gg328483.aspx
Thank you so much! it worked :) I 'll just study the code thank you
Hi Jane,
This is not working because customerid field is of type customer which can accept account or contact record. So while setting the id, you also need to set the type of record.
try this code
==============
if (Xrm.Page.data.entity.attributes.get("customerid").getValue() != null) {
parameters["customerid"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].id;
parameters["customeridname"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;
parameters["customeridtype"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].entityType;
}
===============
Complete code:
==================
function bill() {
var parameters = {};
var OpportunityId = Xrm.Page.data.entity.getId();
var OpportunityName = Xrm.Page.data.entity.attributes.get("name").getValue();
parameters["opportunityid"] = OpportunityId;
parameters["opportunityidname"] = OpportunityName;
if (Xrm.Page.data.entity.attributes.get("customerid").getValue() != null) {
parameters["customerid"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].id;
parameters["customeridname"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;
parameters["customeridtype"] = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].entityType;
}
var windowOptions = {
openInNewWindow: true
};
Xrm.Utility.openEntityForm("invoice", null, parameters, windowOptions);
}
===========================
I hope this helps. If my post answers your question, please mark as "Verified"
Hi jane,
var name=Xrm.Page.getAttribute("name").getValue();//logical name of the customer
parameters["name"] = name;
in ur code u r passing customerid instead of customer name.
check the logical name of customer and pass as the above.
Thanks,
jagannath
Hi Ravi,
the code works but I also want to passed the customer name can you help me understand why this code is not working I only added the customer id
var s=Xrm.Page.getAttribute('customerid').getValue();
parameters["opportunityid"] = id;
parameters["customerid"]=s;
Hi Jane,
You need to add a ribbon button and call the below JS code to open the invoice record from opportunity.
############################
function bill()
{
var parameters = {};
var id = Xrm.Page.data.entity.getId();
parameters["opportunityid"] = id;
var windowOptions = {
openInNewWindow: true
};
Xrm.Utility.openEntityForm("invoice", null, parameters, windowOptions );
}
############################
Though the above code will work but I believe you can achieve this requirement with a no code appproach as well i.e. just adding a subgrid (All invoices) on the Opportunity form and then CRM itslef will open the invoice form pre populating the opportunity when you click the '+' on the subgrid.
I would recommend this approach if there are no business reasons to use the above JS code.
Hope this helps.
Hi,
Please refer to the article below
msdn.microsoft.com/.../jj602956.aspx
i was wondering something because you said you want to open the invoice form but the parameter that you passing is account.
var parameters = {}; is missing
Kindly change the
Xrm.Utility.openEntityForm("account", null, parameters);
To
Xrm.Utility.openEntityForm("invoice", null, parameters); please get the schema name from your customization.
var test = Xrm.Page.getAttribute('opportunityid');
to
Xrm.Page.data.entity.getId()
Final Code
function bill()
{
var parameters = {};
var test = Xrm.Page.data.entity.getId();
alert(test);
parameters["opportunityid"] = test;
Xrm.Utility.openEntityForm("invoice", null, parameters);
}
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