Microsoft Dynamics CRM (Archived)

Set Value from Another Entity

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Posted on by xcode17

462

Hi,

in my custom entity, there is two field, called A and B.

Field A is lookup into custom entity C, which have field "Type" (option set)

What I want is, when this field A is changed, field B will contains "type" value from entity C.

if I use javascript, is it possible? because as long as I know, this only retrieve ID, Name, and Entity Type.

please let me know.

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Nadeeja Bomiriya 6,804 on at

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Hi Denis,

You could use a real time workflow which triggers on update of field A, to populate field B.

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Community Member on at

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You can retrieve data from lookup entities using rest call:

community.dynamics.com/.../ms-crm-2016-web-api-operations-retrieve-single-or-multiple-records

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shivaram 3,315 on at

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Hi,

Using SDK.Rest library, you need to Retrieve records and Update records also.

Thanks.

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xcode17 462 on at

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Hi Mohd Saad,

this is the modified code

// JavaScript source code

function GetActivityObjectiveType()

{

var lookupObj = Xrm.Page.data.entity.getId();

var reg = new XMLHttpRequest();

reg.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/ibiz_activityobjective(" + lookupObj + ")?$select==ibiz_typeofactivity", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

var ibiz_typeofactivity = result["ibiz_typeofactivity"];

var ibiz_typeofactivity_formatted = result["ibiz_typeofactivity@OData.Community.Display.V1.FormattedValue"];

Xrm.Page.getAttribute("ibiz_activityobjectivetype").setValue(ibiz_typeofactivity_formatted);

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

}

but, when I try, there is an error saying "ReferenceError: 'req' is undefined at GetActivityObjectiveType "

let me know.

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xcode17 462 on at

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Hi Nadeeja,

Can't use workflow, since this field will using to determine hide and show another field.

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Community Member on at

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Use this code:

function GetActivityObjectiveType()

{

var lookupObj = Xrm.Page.data.entity.getId();

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/ibiz_activityobjective("+lookupObj+")?$select==ibiz_typeofactivity", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

var ibiz_typeofactivity = result["ibiz_typeofactivity"];

var ibiz_typeofactivity_formatted = result["ibiz_typeofactivity@OData.Community.Display.V1.FormattedValue"];

Xrm.Page.getAttribute("ibiz_activityobjectivetype").setValue(ibiz_typeofactivity_formatted);

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

}

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xcode17 462 on at

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Hi Mohd Saad,

try your code, and still, there is error saying "ReferenceError: 'req' is undefined at GetActivityObjectiveType".

should I add something on my library?

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Shidin Haridas 3,497 on at

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Hi Dennis,

You would need to make OData calls to set the field value.

The call would basically do a retrieve on Entity Record C, and the column named 'Type'.

To do this retrieve, there are multiple ways, such as:

1. Using the SDK.Rest library from the SDK

2. Using the XRM Service Toolkit Library (xrmservicetoolkit.codeplex.com) . A small learning curve involved here.

3. Use the CRMRestBuilder by Jason Lattimer. (crmrestbuilder.codeplex.com/releases) .

The easiest option would be #3. Create the request, Copy the request code into your JavaScript and set the value of Field B, based on what is retrieved from Record C.

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xcode17 462 on at

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Hi Shidin,

Actually, I already use CRMRestBuilder to create the request and modified my javascript.

however, everytime I run the Javascript, it always show an error.

using XMLHTTP, there is an error with req, saying reference error

using JQuery, there is an error with $, saying reference error.

any idea how to solve it?

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Community Member on at

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Debug the code and find out if the url you are posting is correct.

Use this tool to build your query:

github.com/.../releases

Use this code:

function GetActivityObjectiveType()

{

var lookupObj = Xrm.Page.data.entity.getId();

lookupObj = lookupObj.replace("{","");

lookupObj = lookupObj.replace("}","");

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/ibiz_activityobjective("+lookupObj+")?$select=ibiz_typeofactivity", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var result = JSON.parse(this.response);

var ibiz_typeofactivity = result["ibiz_typeofactivity"];

var ibiz_typeofactivity_formatted = result["ibiz_typeofactivity@OData.Community.Display.V1.FormattedValue"];

Xrm.Page.getAttribute("ibiz_activityobjectivetype").setValue(ibiz_typeofactivity_formatted);

} else {

Xrm.Utility.alertDialog(this.statusText);

}

}

};

req.send();

}

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