Hello,
I want to update the CustomerId lookup field on Case form by the value I select in the primarycontact field. I am able to get the id of the record on the primarycontact field from JS, but the customerid field is not populating properly using the Business Rule. How can that be done using JS?
Thanks,
Fahad
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Hi Guys,
Thanks for the help. Yes CustomerId is a but tricky.
Hi Fahad,
Mansoor is correct , CusttomerID field in case form support both Account and Contact type of customer . You can see when you lookup more records in the lookup entity you can select both contact or account type of entity. So when you are going to set customer using javascript like other lookup it will not work as you need to pass entity type as well otherwise lookup will not identity which type of customer you are going to set.
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//Set Customer
SetCustomer("{51B6C014-D002-E711-8102-000C29CBC14A}", "FAHAD", "contact") // pass "account" for account type of customer
// You need to pass CustomerId ,CustomerName and CustomerType (account,contact)
function SetCustomer(CustomerId, CustomerName, CustomerType) {
var lookup = new Array();
lookup[0] = new Object();
lookup[0].id = CustomerId; // GUID of customer
lookup[0].name = CustomerName; // Nmae of customer
lookup[0].entityType = CustomerType; // Customer Type - account or contact
Xrm.Page.getAttribute("customerid").setValue(lookup);
}
Hope this helps.
Customer field in case bit tricky. Based on object type you can set lookup fields as below.
var object = new Array();
object[0] = new Object();
object[0].id = fieldId;
object[0].name = value;
object[0].entityType = fieldType; // account or contact
Xrm.Page.getAttribute("yourfieldname").setValue(object);
Mansoor
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