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Hi all,
My goal is to create a quick view for a few fields for our contact record on one of our activities (in this case the phone call).
I can't use the "Call from" because it's a Party List and not a Contact Lookup field.
Any suggestions on the best way to go about this?
Thanks,
Connor
Hi,
Quick form is only available for the lookup control, partlist can refer may entity that's why it's not available for the party list.
possible options could be you can build your simple html webresource to show the specific field or can create a lookup field which can be field if Call from is contact using some logic and then show quick view based on the custom lookup field.
Create New Custom lookup field new_contact and set target entity to Contact.
Add this field on Form and Add quick view form based on this lookup field.
Now add below code in plugin.
using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; namespace Microsoft.Crm.Sdk.Samples { public class PhoneCallCreate : IPlugin { public void Execute(IServiceProvider serviceProvider) { // Obtain the execution context from the service provider. Microsoft.Xrm.Sdk.IPluginExecutionContext context = (Microsoft.Xrm.Sdk.IPluginExecutionContext) serviceProvider.GetService(typeof(Microsoft.Xrm.Sdk.IPluginExecutionContext)); // The InputParameters collection contains all the data passed in the message request. if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { // Obtain the target entity from the input parameters. Entity entity = (Entity)context.InputParameters["Target"]; // // Verify that the target entity represents an account. // If not, this plug-in was not registered correctly. if (entity.LogicalName == "phonecall") { if (entity.Attributes.Contains("from") && entity["from"] != null) { EntityCollection ecCallFrom = entity.GetAttributeValue("from"); if (ecCallFrom != null) { foreach (Entity entityCallFrom in ecCallFrom.Entities) { EntityReference partyId = entityCallFrom.GetAttributeValue("partyid"); if(partyId.LogicalName=="contact") { entity["new_contact"] = partyId; } } } } } } } } }
Now register new Step - Create message , Phone call entity , Preoperation plugin synchronous
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