Dynamics Community Forum Thread Details

Update Appointment with static and custom entity field values (onclick of button)

Hi Guys,

I copied Appointment button and placed on my Custom Entity. Now onClick of Appointment button i should update appointment record with custom entity values.

I'm only getting Regarding filled populated (which is Lookup) and if i place lookup in comments then remaining fields are populating.

How to set both

Here is my code

function createAppontment()
{
debugger;

var windowOptions = {openInNewWindow: true};

var entityId = Xrm.Page.data.entity.getId().replace("{","").replace("}","");
var entityName = Xrm.Page.getAttribute("new_name").getValue();
var entityType = Xrm.Page.data.entity.getEntityName();

var phone = Xrm.Page.getAttribute("new_phonenumber").getValue();

var parameters = {};

//setLookUp value

parameters["regardingobjectid"] = entityId;
parameters["regardingobjectidname"] = entityName;
parameters["regardingobjecttypecode"] = entityType;

parameters["new_appointmenttype"] = "100000001"; // static values
parameters["new_source"]= "100000000"; // static values
parameters["new_phonenumber"] = phone; // retrieved from custom entity

Xrm.Utility.openEntityForm("appointment", null,parameters,windowOptions);
}

Hello,

To populate lookup you have to pass entityType to <fieldname>type parameter so it should be

parameters["regardingobjectidtype"] = entityType;

according to following article - https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/set-field-values-using-parameters-passed-form#BKMK_setValueLookupfields

According to the same article you can't set regardingid field - https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/set-field-values-using-parameters-passed-form#set-values-for-lookup-fields, quoting:

You can’t set the values for partylist or regarding lookups.

I had task similar to yours and I found my own way - https://butenko.pro/2013/01/11/ms-crm-2011-open-new-activity-form-with-regarding-field-prefilled/

Try to use following to populate regarding field instead:

parameters["pId"] = entityId;

parameters["pName"] = entityName;

parameters["pType"] = entityType;

Also to pass pType you should pass objecttypecode instead of entity type name. You can get it from entity metadata - docs.microsoft.com/.../getentitymetadata

Quick Links

Leaderboard