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Update regardingobjectid (phonecall)

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Posted on by Dale.Brunner

Hi all,

We would like to set the regardingobject always to the company from the contact.

I.e.

If we set in the "to"-field the contact a, the field regardingobejctid shoul automaticly filled with the company from this contact.

If there is a company in the "to" field, it should simply be copied into the "regardingobjectid".

I have already tried it with workflows and PA flows. Unfortunately I can never select the "to" field.

Please Help :)

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Hi Partner,

Maybe you can use js code to get guid and entity type from ‘To’ field of phone call.

GUID:

var to = Xrm.Page.getAttribute("to").getValue();
if (to != null) {
alert(to[0].id);
}

Entity Type:

var to = Xrm.Page.getAttribute("to").getValue();
if (to != null) {
alert(to[0].entityType);
}

Then you can retrieve correct entity with the guid, and populate regarding field.

As you mentioned,“the company from the contact” the company means ‘Account name’ field of the contact?

If 'to' field is Contact, ‘Regarding’ field should be filled with contact directly;

If 'to' field is Account, ‘Regarding’ field should be filled with account from contact.

Do I understand correctly?

If so, one way is that using js to populate regarding directly.

Set Regarding and Party list field in Dynamics 365 CRM UCI using Open Entity Form | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Another way is that create two new fields to store guid and entity type, then use flow to retrieve Account/Contact entity and update regarding field of phone call.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Dale.Brunner 55 on at

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Hi,

Thank you!

You unterstood everything right.

I'll try the js an give you feedback.

What do you mean with the second way?

How can i store the guid and entity type in a field?

Regards

Dale

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Hi,

The second way:

You can create two new text fields, and use following js code to populate new fields with value from id and type.

Xrm.Page.getAttribute("text1").setValue(to[0].id);

Xrm.Page.getAttribute("text2").setValue(to[0].entityType);

Then you can retrieve Account/Contact with the guid hardcode in the flow.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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