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Javascript to open a related quick-create form

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Posted on by tonigcrm

Hello,

I've been working on a javascript snippet that when you click on a button from the ribbon, it opens new quick create form for a related record. It is a custom entity, and I've created a 1:N relationship, where the Opportunity can have many of these "contact attempt" records tied to it. I'm super close with the code, but I cannot get the related opportunity to populate on the form. When you click the button on an opportunity's ribbon, it should populate that opportunity into the form, but It opens without that value every time. I've worked through a couple of suggestions here in the forum, including adding an onload action (based on this: https://butenko.pro/2020/09/15/js-how-to-get-the-originating-record-reference-in-the-form-script-of-the-quick-create-form/) and using the XRM open form utility (following this: https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg334375(v=crm.8)) But it's just not working.

Below is my code snippet. Any help/ideas would be appreciated. (aaaaa = replacing the company name in the code)

function contactAttemptQC() {    var entityFormOptions = {};
    entityFormOptions["entityName"] = "aaaaa_contactattempt";
    entityFormOptions["useQuickCreateForm"] = true;    

    var today = new Date();
    var dd = String(today.getDate()).padStart(2, '0');
    var mm = String(today.getMonth() + 1).padStart(2, '0'); 
    var yyyy = today.getFullYear();    

    var formParameters = {};
    formParameters["name"] = "Contact Attempt";
    formParameters["aaaaa_contactdate"] = today;    

// Set lookup column
    formParameters["aaaaa_attemptsid"] = "parentRecordReference.id";
    formParameters["aaaaa_attemptsidname"] = "parentRecordReference.name";
   

// Open the form.
    Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
        function (success) {
            console.log(success);
        },
        function (error) {
            console.log(error);
        });
}

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Community Member on at

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Hi,

I think the problem here:

formParameters["aaaaa_attemptsid"] = "parentRecordReference.id";

formParameters["aaaaa_attemptsidname"] = "parentRecordReference.name";

because I can't see this value (parentRecordReference) coming from where?

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tonigcrm 19 on at

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Yes, that was from an on create web resource that didn't work. I've now reworked it without it. below is my new code:

function contactAttemptQC(primaryControl) {

var formContext = primaryControl;
var recordGuid = formContext.data.entity.getId().replace("{", "").replace("}", "");
var recordName = formContext.getAttribute("Topic").getValue();

var entityFormOptions = {};
entityFormOptions["entityName"] = "aaaaa_contactattempt";
entityFormOptions["useQuickCreateForm"] = true;

var today = new Date();
var dd = String(today.getDate()).padStart(2, '0');
var mm = String(today.getMonth() + 1).padStart(2, '0'); //January is 0!
var yyyy = today.getFullYear();

// Set default values for the Contact form
var formParameters = {};
formParameters["name"] = "Contact Attempt";
formParameters["aaaaa_contactdate"] = today;

// Set lookup column
formParameters["aaaaa_attemptsid"] = recordGuid;
formParameters["aaaaa_attemptsidname"] = recordName;

// Open the form.
Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
function (success) {
console.log(success);
},
function (error) {
console.log(error);
});
}

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tonigcrm 19 on at

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Ok, figured it out. You have to pass an array of info to do a set regarding. Below is my code in case anyone else wants to do something similar!

function contactAttemptQC(primaryControl) {

var formContext = primaryControl;

var recordGuid = formContext.data.entity.getId().replace("{", "").replace("}", "");

var recordName = formContext.getAttribute("name").getValue();

var recordType = "opportunity"

var entityFormOptions = {};

entityFormOptions["entityName"] = "aaaaa_contactattempt";

entityFormOptions["useQuickCreateForm"] = true;

var today = new Date();

var dd = String(today.getDate()).padStart(2, '0');

var mm = String(today.getMonth() + 1).padStart(2, '0'); //January is 0!

var yyyy = today.getFullYear();

// Set default values for the Contact form

var formParameters = {};

formParameters["name"] = "Contact Attempt";

formParameters["aaaaa_contactdate"] = today;

// Set lookup column

formParameters["aaaaa_attempts"] = [{ id: recordGuid, name: recordName, entityType: recordType }];

// Open the form.

Xrm.Navigation.openForm(entityFormOptions, formParameters).then(

function (success) {

console.log(success);

},

function (error) {

console.log(error);

});

}

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HandyK 10 on at

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I have spent hours on this, foolishly following the Microsoft docs. You are an absolute champion - the lookup as an array saved my sanity. Thank you, Toni G!

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