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System wrongly autofill in a field

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Posted on by jonathanbrookes

Hello,

I have a problem on my appointment form.

I created a field in which the user can fill in the name of a contact. I won't go into the details of why I need this contact field but I have cases when there is an appointment that will take place with a contact named "A", but I need the contact "B" to be in this special contact field.

My problem: when I create an appointment directly from a contact form (contact "A"), the system autofills in, with contact "A" :

- the field "Concerning", which is good

- another field to send the invitation which is good

but it also fills in my special contact field, which is not good !

How should I desactivate this last autocompletion, keeping the 2 others?

I hope I am clear enough. Please let me know if I should rephrase my request.

Thanks

Best regards,

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Pankaj Gogoi 3,177 on at

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Hi Victor,

What type of field is that? Is it a look up field.

Best Regards

PG

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jonathanbrookes 10 on at

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Hello,

Yes it is !

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Rawish Kumar 13,758 on at

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Hi,

Its an expected behavior. When you create a lookup field from an entity - it adds a relationship mapping to that relationship between those two entities.

so if you have two lookup fields from contact - they will be auto filled when you create record from contact.

You have to write a javascript to clear the other field or a simple business rule should work.

if you want to restrict your business rule be on only create form only you can do something like this:

if createdon - does not contain data

then clear the contact B field.

or you can even say

if contact A contains data

clear contact B.

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Pankaj Gogoi 3,177 on at

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So it's a look up field of probably customer data type. It will populate either the Contact or Account record when you create an appointment.

You can create a lookup field to Contact entity only. Or you can create a JS function or Business Rules to clear the value on load of the form.

Best Regards

PG

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LuHao 40,892 on at

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Hi partner,

As stated in the answers above, this is expected behavior.

When there are multiple contact lookup fields on the appointment form, these lookup fields will be mapped at the same time.

E.g, I have two Contact lookup fields on the Appointment form, when I create an Appointment form the Contact, both Contact lookup fields will have the same value.

Therefore, we cannot realize that only some fields are mapped while others are not mapped.

We can only clear the values of fields that do not need to be mapped through business rules or Javascript.

Since business rules are not available on the quick create form, we have to use Javascript.

Open the Appointment quick create form editor, click Form Properties.

Add a form library.

New.

Click Text Editor.

Type the source as follow.

function clearvalue() { Xrm.Page.getAttribute("new_contactb").setValue(null); }

Save and publish. Add the new library.

Add an event.

Type the function name and check "Pass execution context as first parameter".

Save and publish the form.

In this way, the field value will be cleared when create an Appointment form the Contact.

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LuHao 40,892 on at

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Hi partner,

Has your problem been solved?

Please don't forget to click Yes under "Did this answer your question?" to close this thread.

Thanks.

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