Microsoft Dynamics CRM (Archived)

Javascript to set "name" field for custom entity

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Posted on by tpeschat

4,930

Hi,

I have a custom entity, where I have to write a combination of two fields into the default field "name".

Most of the records I Import via Scribe and there I know how to set the name field.

But users could also create records themselves and in this case the Name field should be popolated automatically on save.

The Name field should be populated with the text value of a lookup field to entity contact and with the selected option of an option set.

I tried to write JS for that (I never wrote a single line of JS code before and I assume my code is a hughe mess ;)) and Register the according function "on save" for the relevant form.

Unfortunately something seems to be not working, since my form doesn't allow me to save any more. It remains open and no error is being returned.

Any advise would be highly appreciated ;)

thx Thomas

function SetName () {
// Kunde aus Erreichbarkeit
var Kunde

var lookupFieldObject = Xrm.Page.data.entity.attributes.get('tt_contact');
    if (lookupFieldObject.getValue() != null) {
        Kunde= lookupFieldObject.getValue()[0].name;
    }

// Optionset Erreichbarkeitstyp
var Typ = Xrm.Page.getAttribute("tt_typ_erreichbarkeit").getSelectedOption().text;

// Name setzen
Xrm.Page.getAttribute("name").setValue(Kunde + " - " + Typ)
}

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Tobias Koller on at

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you could try to use Xrm.Page.getAttribute("tt_typ_erreichbarkeit").getText().

And I would always add ; behind each Statement --> var Kunde = "";

you could also hit F12 in browser to see if there is an error in your JavaScript.

and one last Thing: I would always use Xrm.Page.getAttribute("") instead of Xrm.Page.data.entity.attributes.get

hope this helps a bit.

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tpeschat 4,930 on at

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Hi,

ok now at least the save works and the text of the Option set is correctly returned.

But instead of the contact Name "undefined" is being displayed.

Any ideas?

br Thomas

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necsa 3,455 on at

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Hi Thomas use this code. I try on CRM 2015 it is working.

function SetName () { // Kunde aus Erreichbarkeit var Kunde; var lookupFieldObject = Xrm.Page.data.entity.attributes.get('tt_contact'); if (lookupFieldObject.getValue() != null) { Kunde= lookupFieldObject.getValue()[0].name; //alert(Kunde); } // Optionset Erreichbarkeitstyp var Typ = Xrm.Page.getAttribute("tt_typ_erreichbarkeit").getSelectedOption().text; //alert(Typ); // Name setzen Xrm.Page.getAttribute("name").setValue(Kunde + " - " + Typ); }

Is the field "name" text or lookup field?

PC: bitte ignore die Zeilennummer :)
Grüss

Happy CRM

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tpeschat 4,930 on at

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Danke.

Liefert bei mir leider auch undefined zurück :(

Lg Thomas

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necsa 3,455 on at

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"name" Feld ist Text oder Lookup Field?

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Verified answer

Tobias Koller on at

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your variable "Kunde" is not initialized like "var Kunde ="". If the lookup is not containing data --> Kunde will not be set and will be "undefined". you should just initialize your Kunde-Varible like described and everything will be good ;)

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tpeschat 4,930 on at

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OK, I figured it out now.

thx to all for your Support:

function SetName () {

// Kunde aus Erreichbarkeit

var kunde ="";

var contact = Xrm.Page.getAttribute('tt_contact');

if (contact != null) {

var contactValue = contact.getValue();

if (contactValue != null) {

kunde = contactValue[0].name;

}

}

// Optionset Erreichbarkeitstyp

var typ = Xrm.Page.getAttribute('tt_typ_erreichbarkeit').getText();

// Name setzen

Xrm.Page.getAttribute('tt_name').setValue(kunde + " - " + typ)

}

br Thomas

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