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Select competitor Populate field & another forms field

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Posted on by Johnseito

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Hello,

so I went to workplace and select opportunities and select one of the case from there (now I am in the case). However we want to close this case because we unfortunately we didn’t get it (close as lost).

AA4905F5_2D00_FF93_2D00_4949_2D00_A28E_2D00_1CC8E47CA488.png

A pop up appears and tells us we can select the reason for close as well as choose the competitor.

CC7B25A3_2D00_193D_2D00_41B6_2D00_BEDA_2D00_B1B2EED70A2E.png

When I select the competitor a drop down appears with many selection. Once I choose the competitor out of the list I just wanted what I choose to appear in another field on the form, competitor field to show up the selection in the field. The competitor field is already there.

Then when I select the contact person of who we do business with in this form -

the problem here is I don’t have a competitor field in this form. Nor do I have the option to select competitor field because it didn’t exist. Can I create a competitor field for this form. After creating this field, I wanted when we select the competitor to populate this field of the selection as well.

It will be in the contact form of the particular contact.

what do you advise on how I do this ?

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Johnseito 340 on at

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RE: Select competitor Populate field & another forms field

Yes thanks !
cloflyMao 25,198 on at

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RE: Select competitor Populate field & another forms field

Hi John,

It's glad that your problem has been solved.

As per my understanding for your second part, would you like to also fill the contact's competitor field when an opportunity is closed?

And the competitor field for contact is also single line text data type ?

If so, it would be better to open a new thread for new topic and it would help others who have same question,

I'll reply you the first time in new thread, thanks.

Regards,

Clofly
Johnseito 340 on at

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RE: Select competitor Populate field & another forms field

Great, that work. I see the value changed - competitor field changed. Amazing.

I think the second part is more challenging. While it changed on the form that we want with the competitor valued that we selected.

How about can it fill the competitor field on the contact form - for the related contact on the form it has the competitor value fill with.
cloflyMao 25,198 on at

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RE: Select competitor Populate field & another forms field

Hi John,

1. From your screenshot, your Competitor field type is SIngle Line of Text. We could set field value by different methods based on their Data Type.

2. It seems that there was no error in code.

Please add 2 break points to around the setValue function:

alert("Competitor is: " results.value[0["_competitorid_value@OData.Community.Display.V1.FormattedValue");

and

alert(formContext.getAttribute("new_competitor").getValue());

as below:

if (results.value[0]["_competitorid_value"] != null) { alert("Competitor is: " results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"]); formContext.getAttribute("new_competitor").setValue(results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"]); alert("Competitor field has been changed to: " formContext.getAttribute("new_competitor").getValue()); }

Try to re-open > close > click Refresh butto to an closed opportunity for twice to test whether alert value would change in each time modification.

Regards,

Clofly
Johnseito 340 on at

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RE: Select competitor Populate field & another forms field

this is the code.
How do you know your environment is the same as mine ? I am using it in a development environment.

[code]
function setCompetitor(executionContext) {

var formContext = executionContext.getFormContext();

var formType = formContext.ui.getFormType();

// Check current opportunity is closed

if (formType == 3 || formType == 4) {

    var opportunityid = formContext.data.entity.getId();

    opportunityid = opportunityid.replace('{', '').replace('}', '');

  var url = Xrm.Utility.getGlobalContext().getClientUrl();

    var req = new XMLHttpRequest();

    req.open(

      "GET",

      url + "/api/data/v9.1/opportunitycloses?$filter=_regardingobjectid_value eq " + opportunityid + " and statecode eq 1",

      false

    );

    req.setRequestHeader("OData-MaxVersion", "4.0");

    req.setRequestHeader("OData-Version", "4.0");

    req.setRequestHeader("Accept", "application/json");

    req.setRequestHeader("Prefer", 'odata.include-annotations="*"');

    req.send();

  if (req.readyState === 4) {

      if (req.status === 200) {

        var results = JSON.parse(req.response);

        if (results.value[0]["_competitorid_value"] != null) {

                                formContext.getAttribute("new_competitor").setValue(results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"]);

        }

      } else {

        var alertStrings = { confirmButtonLabel: "Close", text: JSON.parse(req.response).error, title: "Error occured" };

        var alertOptions = { height: 150, width: 250 };

        Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then(

          function success(result) {

            console.log("Closed");

          },

          function(error) {

            console.log(error.message);

          }

        );

      }

    }

}

}

[|code]
cloflyMao 25,198 on at

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RE: Select competitor Populate field & another forms field

Hi John,

1. The previous code is for setting lookup field value. If we would like to set a lookup field value: record id, record name and record entity type are required.

If we would like to set a single line text field, we just set it with text content.

In youir scenario, your competitor field is a single line text field, so we just need a text content, results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"] is the opportunity close record regarding competitor name.

2. Could you share me your setCompetitor code? Then I'll test yours in my envrionment to find is there any issue.

Regards,

Clofly
Johnseito 340 on at

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RE: Select competitor Populate field & another forms field

I replace it with this code:

formContext.getAttribute("new_competitor").setValue(results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"]);

Unfortunately it still doesn’t work. The field is still not fill. Why do we replace with this new code though. I thought the previous one is what we wanted.
cloflyMao 25,198 on at

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RE: Select competitor Populate field & another forms field

Hi John,

Thanks for sharing the key information.

My code is for lookup field(so for my Competitor field type), while yours is Single Line Of Text.

Please change the previous snippet

formContext.getAttribute("new_competitor").setValue( [{ id: results.value[0]["_competitorid_value"], name: results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"], entityType: results.value[0]["_competitorid_value@Microsoft.Dynamics.CRM.lookuplogicalname"] }] );

to new below:

formContext.getAttribute("new_competitor").setValue(results.value[0]["_competitorid_value@OData.Community.Display.V1.FormattedValue"]);

Then test whether it could works.

(And don't forget this:

)

Regards,

Clofly
Johnseito 340 on at

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RE: Select competitor Populate field & another forms field

The top portion I have the same as yours. Name as new_competitor. Your bottom have data type, record type and relationship name. I have data type, field type, and format. We have it differently. Maybe this is why the competitor field was never fill with the selected value ?
cloflyMao 25,198 on at

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RE: Select competitor Populate field & another forms field

Hi John,

1. You can locate it in Settings > Customization > Customize the system > Components > Entities > Opportunity > Fields,

the gray name field is the field's logical name.

2. In my envrionment, "new_competitor" is my custom Competitor field logical name, you could check what's yours.

Regards,

Clofly