Not able to save record of customer lookup on creating work order record in portal

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Posted on by Drashti Mehta

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Hello Experts,

I am creating work order from dynamics 365 portal. IN work order create form i have a field which has customer lookup which i prepopulate by querying current logged user and getting its related account. When i save record this field remains blank. Can anyone suggest what i am missing?

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Drashti Mehta 260 on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Arpit, thanks for the reply. I could achieve it by creating a new field and then prepopulate as per mentioned above. Still wondering what went wrong with previous field.
Arpit Shrivastava 7,518 User Group Leader on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Drashti,

There is surely something going wrong in your side. Because this is very straight forward requirement and easily achievable without using code.

As I suggested above, yes you can try to autopulate the value on Save "Set Value on Save" using Entity Form Metadata.

Regards

Arpit
Drashti Mehta 260 on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Thanks Arpit, but this is throwing me required field validation error so i guess it is not setting up this lookup value only. Just out of curiosity, do i need to set "Set Value on Save" for this account field to save it. Actually i tried to but could not get it.
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Drishti,

Ideally, it should have work with Entity Form Metadata only. But I am not sure about your configuration or script. Anyways take the help of following code, you don't need to query in order to get loggedIn user's account information. Paste the code in Custom javascript section (Webpage/Entity Form). change the bold red text with your lookup control ids.

$(document).ready(function(){

var loggedInUserAccountId = '{{ user.parentcustomerid.Id }}';

var loggedInUserAccountName = '{{ user.parentcustomerid.Name }}';

$("#retailer_name").attr("value",loggedInUserAccountName);

$("#retailer_id").attr("value",loggedInUserAccountId);

$("#retailer_entityname").attr("value","account");

});

How to set value in Portal Lookup Field - http://arpitmscrmhunt.blogspot.in/2016/09/adxstudio-set-values-in-lookup-fields.html

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com
Drashti Mehta 260 on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Here is what i am trying to explain. As per above image, I have Retailer field which stores account records. I want to pre fill with logged in user account (not contact). On saving the record this field remains blank as shown below.
Drashti Mehta 260 on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Arpit,

Thank you so much for the response, but i have requirement as such to pre fill the field by logged in user account . And for point 1&2, there is no any such issue in it. And since my field stores account value in crm so prepoulating it with parentcustomerid would also not work out.
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Drishti,

Make sure,

1.There is no custom javascript creating issue to making the lookup value blank on your webpage/Entityform.

2.Field should not be disabled on CRM form.

3.Try to populate the value on Save instead of Prepopulate on load using Entity Form Metadata itself. Just to check no script is creating issue.

4. Check is there any error in Console.

Thanks

Arpit
Drashti Mehta 260 on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Arpit,

I had tried it before but it did not work out in my case. On saving the record, it remains blank only.

Thanks and Regards,

Drashti Mehta
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Not able to save record of customer lookup on creating work order record in portal

Hi Drashti,

You don't need to query in order to auto-populate the Logged In User's Account in Order form Customer field.

You can achieve the using Entity Form Metadata:

Open your Entity Form and Go Down, you will find Entity Form Metadata Subgrid:

Create a New Entity Form Metadata in order to auto-populate the Logged In User's Account in Customer field.

Select 'Customer' Field of Order Entity instead of Company Name (Below screen is for demo purpose)

Choose 'Company Name' field in 'From Attribute' dropdown.

If you find the answer useful, please mark it as verified

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in