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Hello there,
I have simple requirement, on button click event i want to fetch lookup field select value which is on lead form and set it to another lookup field which has on contact form
using javascript.and that contact form will be opened as new record.
1.Click of button(Lead form)
2.source value(lookup field selected)(Lead form)
3.set that value here(lookupfield))(Contact form)
both has different entities.
Thanks,
Regaards.
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Create New Workflow on Lead Entity
Set it to Start when Record Status Changes
In the Designer set it to:
If Lead -> Status == Disqualified
Update Customer (Contact)
--> Properties: Company Name = Customer (Account)
See if that works for you.
You will get all information from below link:
community.dynamics.com/.../crm-2015-javascript-opening-an-entity-form-from-javascript
Hi Yash Trivedi,
You can achieve this functionality using ribbon customization.
1. Customize 'DISQUALIFY' button and add js inside action. Refer following url for reference:
2. Using Js open new form (contact) using Xrm.Utility.openEntityForm and pass lookup parameter while opening new entity form. Please refer following url for reference:
community.dynamics.com/.../xrm-utility-openentityform-with-parameters
Hy aric,
can you guid how can i capture the account on the lead and set it to the account on the contact entity,it will be very helpfull.
Per your question, this might be simpler than expected. You are disqualifying a record.
You can create a workflow on the change status event on the lead.
Capture the account on the lead and set it to the account on the contact entity.
Should be pretty straight forward.
Hope this helps.
Hi Yash,
hope you have connection between the contact (on which you are trying to populate Account). if so, you can just create a workflow on lead status(= Disqualify) then update Contact (I assume its "Existing Contact") with lead account.
Presuming you know the id of this Lead, can you not just make xrm.webapi call from the contact onload?
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-webapi/retrieverecord]
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