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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / JavaScript to Retrieve...
Customer experience | Sales, Customer Insights,...
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JavaScript to Retrieve Field Values from Opportunity and Pass to Opportunity Close as Text Fields

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Posted on by David A.-GP 10

We have a need in our process to pass information from three fields in the Opportunity record to the Opportunity Close form.  Two of these fields are Lookup fields to other custom entities while one is an option set.  This information was to passed through JavaScript but I am having issues pulling the text from the lookup fields and so must have something wrong.  (I'm a bit new to JavaScript).  I'm hoping someone might be able to help with this coding or perhaps there is a better way to pass this information over.  Below is a sample of the JavaScript.  Thanks.

function getRelatedInfo(e) {

    // Get the Form Context
    var formContext = e.getFormContext();

    // Set variables for the related entity to get data from
    try{var recordGuid = formContext.getAttribute("opportunityid").getValue()[0].id; }
    catch(err) {}

    // If the recordGuid contains data
    if (recordGuid != null) {
   
        // Use the WebApi to get data    
        Xrm.WebApi.retrieveRecord("opportunity", recordGuid, "?$select=z2t_optype&$expand=z2t_Division($select=z2t_name),z2t_Make($select=z2t_name)").then(
           
            // If successful, set variables for the results
            function success(result) {
                var OpType = result.z2t_optype;

                if (result.hasOwnProperty("z2t_Division") && result["z2t_Division"] !== null) {
                    var Division = result["z2t_Division"]["z2t_name"]; // Text
                }
                if (result.hasOwnProperty("z2t_Make") && result["z2t_Make"] !== null) {
                    var Make = result["z2t_Make"]["z2t_name"]; // Text
                };
           
       

                // Set the form fields
                formContext.getAttribute("gp_opportunitytype").setValue(OpType);
                formContext.getAttribute("gp_Division").setValue(z2t_Division_z2t_name);
                formContext.getAttribute("gp_Make").setValue(z2t_Make_z2t_name);
       

            },                                                  
                       
I have the same question (0)
  • David A.-GP Profile Picture
    David A.-GP 10 on at

    As a follow-up, I have also attempted this snippet of JavaScript with no success.  Through none of these efforts have I been able to set the value of the text fields from the results of the lookups.

     // Use the WebApi to get data    

           Xrm.WebApi.retrieveRecord("opportunity", recordGuid, "?$select=_z2t_division_value,_z2t_make_value,z2t_optype").then(

               // If successful, set variables for the results

               function success(result) {

                   var opportunityid = result["opportunityid"]; // Guid

                   var z2t_division = result["_z2t_division_value"]; // Lookup

                   var z2t_division_formatted = result["_z2t_division_value@OData.Community.Display.V1.FormattedValue"];

                   var z2t_division_lookuplogicalname = result["_z2t_division_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

                   var z2t_make = result["_z2t_make_value"]; // Lookup

                   var z2t_make_formatted = result["_z2t_make_value@OData.Community.Display.V1.FormattedValue"];

                   var z2t_make_lookuplogicalname = result["_z2t_make_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

                   var OpType = result["z2t_optype"]; // Choice

                   var z2t_optype_formatted = result["z2t_optype@OData.Community.Display.V1.FormattedValue"];

                   // Set the form fields

                   formContext.getAttribute("gp_opportunitytype").setValue(OpType);

                   formContext.getAttribute("gp_Division").setValue(z2t_division_lookuplogicalname);

                   formContext.getAttribute("gp_Make").setValue(z2t_make_lookuplogicalname);

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at

    Hi,

    You will find bellow an updated version of your code with annotations.

    // async here permits to use await in Xrm.WebApi.retrieveRecord
async function getRelatedInfo(e) {
    debugger; // The browser will stop here when you open the form with the debugger open (F12). Use it to help you debug.
    const formContext = e.getFormContext();

    try {
        // Get OpportunityId.
        const opportunityAttr = formContext.getAttribute("opportunityid");
        if (opportunityAttr == null) {
            Xrm.Navigation.openAlertDialog({ text: "Opportunity field is missing." });
            return;
        }

        const opportunityRef = opportunityAttr.getValue()[0];
    
        // Retrieves the Opportunity record with an await, if an error occurs, the catch block will be executed.
        const opportunity = await Xrm.WebApi.retrieveRecord(
            "opportunity",
            opportunityRef.id,
            // Could you ensure that the fields are correct?
            "?$select=z2t_optype&$expand=z2t_Division($select=z2t_name),z2t_Make($select=z2t_name)"
        );

        if (opportunity == null) {
            Xrm.Navigation.openAlertDialog({ text: "Opportunity cannot be found." });
            return;
        }

        const opType  = opportunity.z2t_optype;
        const divisionName = opportunity.z2t_Division?.z2t_name;
        const makeName = opportunity.z2t_Make?.z2t_name;

        // Set the form fields
        if (opType != null) {
            formContext.getAttribute("gp_opportunitytype").setValue(opType); // Ensure that the field name is correct.
        }

        if (divisionName != null) {
            formContext.getAttribute("gp_division").setValue(divisionName); // gp_division or gp_Division ? Ensure that gp_division is a string field.
        }

        if (makeName != null) {
            formContext.getAttribute("gp_make").setValue(makeName); // gp_make or gp_Make ? Ensure that gp_make is a string field.
        }
    }
    catch (error) {
        Xrm.Navigation.openAlertDialog({ text: `An unexpected error occured: ${error.message}. Stack: ${error.stack}` });
    }
}

    Can you share the error message if it occurs?

  • David A.-GP Profile Picture
    David A.-GP 10 on at

    I rechecked the fields and had uppercase in the destination field (gp_Division vs gp_division).  The second snippet of code is what is actually working for me.  Thank you for your response.

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