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D365 - Get and Set lookup

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Posted on by Community Member

Hi guys, I'm having some difficulty trying to get and set a lookup value. I've created a button on a Case form which opens up a new Email and I want to set the Regarding of that email to the case it just came from.

I don't know if there's a more clever way to do this - currently, this is what I have:

var formContext = executionContext.getFormContext(); //get formContext

function getLookupValue(executionContext) {
	var lookupObject = formContext.getAttribute(incidentid).getValue(); //get the Lookup Object
		if (lookupObject != null) { 
			var lookupObjectValues = lookupObject.getValue();//get the Lookup Value 
		if (lookupObjectValues != null) {
			var RecordId = lookupObjectValues[0].id; //get the Lookup id 
			var RecordName = lookupObjectValues[0].name; //get the Lookup Name 
			var EntitySchemaName = lookupObjectValues[0].entityType; //get the Lookup EntityName 
		}
	}
}
		
function setLookupValue(executionContext, regardingid, RecordId, RecordName, EntitySchemaName) {
	if(regardingid != null)	{
		var lookupValue = new Array();
			lookupValue[0] = new Object();
			lookupValue[0].id = RecordId;
			lookupValue[0].name = RecordName;
			lookupValue[0].entityType = EntitySchemaName;

		formContext.getAttribute(regardingid).setValue(lookupValue);//set lookupValue from array
	}
}

When the button is pressed and the event handler runs, I get a script error:

TypeError: Cannot read property 'getAttribute' of undefined

I feel like I must be missing something fundamental - I've gone through a few iterations with this (I was using the old Xrm.Page before - whoops!) but any advice would be very much appreciated!

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Community Member on at

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Hi,

According to the error message, the value of formContext is undefined.

You can try the following code(I created a on load event on email form and it can get the lookup value)

var formContext; function getLookupValue(executionContext) { formContext = executionContext.getFormContext(); //get formContext var lookupObject = formContext.getAttribute("incidentid"); //get the Lookup Object if (lookupObject != null) { var lookupObjectValues = lookupObject.getValue();//get the Lookup Value if (lookupObjectValues != null) { var RecordId = lookupObjectValues[0].id; //get the Lookup id var RecordName = lookupObjectValues[0].name; //get the Lookup Name var EntitySchemaName = lookupObjectValues[0].entityType; //get the Lookup EntityName } } } function setLookupValue(executionContext, regardingid, RecordId, RecordName, EntitySchemaName) { if(regardingid != null) { var lookupValue = new Array(); lookupValue[0] = new Object(); lookupValue[0].id = RecordId; lookupValue[0].name = RecordName; lookupValue[0].entityType = EntitySchemaName; formContext.getAttribute("regardingid").setValue(lookupValue);//set lookupValue from array } }

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CRMJetty 3,512 on at

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Hello,

Pls refer this article,

https://blog.magnetismsolutions.com/blog/adammurchison/2017/09/20/how-to-get-and-set-a-lookup-field-using-javascript-in-dynamics-365

I hope it helps,

Thanks.

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

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Ram Prakash Duraisamy 2,287 on at

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Hi JVicente,

Make Sure in the Ribbon workbench, while doing COMMAND, Make sure you are passing CRM Parameter as "PRIMARYCONTROL"

then

Try changing the code like below

function getLookupValue(executionContext) {
var formContext = executionContext;

var lookupObject = formContext.getAttribute(incidentid).getValue(); //get the Lookup Object
if (lookupObject != null) {
var lookupObjectValues = lookupObject.getValue();//get the Lookup Value
if (lookupObjectValues != null) {
var RecordId = lookupObjectValues[0].id; //get the Lookup id
var RecordName = lookupObjectValues[0].name; //get the Lookup Name
var EntitySchemaName = lookupObjectValues[0].entityType; //get the Lookup EntityName

setLookupValue(formContext , regardingid, RecordId, RecordName, EntitySchemaName)
}
}
}

function setLookupValue(formContext , regardingid, RecordId, RecordName, EntitySchemaName) {
if(regardingid != null) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = RecordId;
lookupValue[0].name = RecordName;
lookupValue[0].entityType = EntitySchemaName;

formContext.getAttribute(regardingid).setValue(lookupValue);//set lookupValue from array
}
}

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