277
Hi
I want to add a post-fix text "Duplicate" to name field of Opportunity when a new opportunity is created. Thing is I have mapped Fields using 1:N opportunity, which means the name field will be auto populated when the record is created but with name of Parent, but I want to add a Postfix to it, How can I achieve this. Thanks in advance.
*This post is locked for comments
Thank you for the quick reply, will give it a try and get back to you.
What Alex said...
Maybe I'll beat Aric to the answer this time.. autonumbering is a different story because you'll need to generate those numbers first of all. I may be easier to move all this functionality into a plugin - there is an example in the post below:
community.dynamics.com/.../ms-dynamics-crm-generate-unique-auto-number
Although, it's actually not done right there because it may end up with duplicate numbers. Well, yet another option might be to use one of the existing auto-numbering solutions (you can google them, probably), use them to generate the number, and, then, use a workflow or a plugin to add that number right after the "Duplicate".
What's important is that the number should be generated after your new record is saved. Otherwise, if two of them are being created at the same time, you will either start getting duplicate numbers, or you'll start getting gaps between the numbers(depending on how you choose to do it if you use onload javascript)
Hi Aric
I have used below code by referring your code, Is there a way I can do auto increment numbering next to Duplicate, when ever a new opportunity is added?
Share
Report
All responses (
Answers (
function FormOnLoad() {
if (Xrm.Page.ui.getFormType() == 1 && Xrm.Page.data.entity.attributes.get("new_parentopportunityid").getValue() != null)
{
var opplookup = Xrm.Page.data.entity.attributes.get("new_parentopportunityid").getValue();
var oppname = opplookup[0].name;
Xrm.Page.ui.setFormNotification("This is a Duplicate Opportunity, make required Changes and SAVE it ", "WARNING")
Xrm.Page.getAttribute("name").setValue(oppname + ": Duplicate");
}
}
You will probably need an onload javascript:
- Check if it's a new form (Use getFormType: msdn.microsoft.com/.../gg327828.aspx )
- If it is, and if your parent opportunity attribute is filled in, add "duplicate" to the topic like this
something like this:
function onLoadOpp()
{
if(Xrm.Page.ui.getFormType() == 1 && Xrm.Page.getAttribute("<PARENT_OPP_ATTRUBITE>").getValue() != null)
{
getAttribute("topic").setValue(getAttribute("topic").getValue() + " duplicate");
}
}
PS. And, of course, Aric beats me by a few minutes:))
This should be straight forward with JavaScript.
Add a function to the onload of your form.
Check if the form is a new form (Create).
If it's a new form, get the value from the Name field, append the Duplicate to it, and set the value back to the field.
var FORM_TYPE_CREATE = 1;
function onLoad() {
var formType = Xrm.Page.ui.getFormType();
if (formType == FORM_TYPE_CREATE)
{
var name = Xrm.Page.getAttribute("name").getValue();
// You should probably check if name has value before the rest of the logic
name = name + " - Duplicate";
Xrm.Page.getAttribute("name").setValue(name);
}
}
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,432
Most Valuable Professional
#3
nmaenpaa
101,156
