When I create a new record from the new record form, it loses the relationship with the main entity

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Posted on by neryhumberto

This only happen when I click on New in the other form.

Does somebody can help me?

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Wouter Madou 3,392 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

This is by design since you are starting from the registration entity and no longer from the catalog entity, hence you do not have a relationship towards to original parent record.

You will be better of to press save and close and create a new one from within the still open catalog record.

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neryhumberto 47 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Any other solution?

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Wouter Madou 3,392 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Unfortunately not that I know of.

Maybe a technical solution with a custom button that copies over certain fields but I can't help you with that.

On the other side as a functional solution I would propose to change this to or an editable grid or a quick create form for a more rapid approach in creating records.

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RaviKashyap 55,410 Moderator on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Hi,

You could get the value from parent using the below unsupported javascript-

parent.top.opener.Xrm.Page.getAttribute("name").getValue()

Hope this helps.

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neryhumberto 47 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Hi Ravi,

Do you know what I am doing wrong?

https://youtu.be/ZMvZkOeTcnE

Thanks a lot

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RaviKashyap 55,410 Moderator on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

That is not correct. You have copy pasted the statement I have shared whereas you need to use that statment in your code. Basically you need to create a method and there you need to add that statement. Once done, you need to register that method on the load.

Refer this for JS basics: neilparkhurst.com/.../

I will get back to you with the updated code.

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RaviKashyap 55,410 Moderator on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Use the below code.

You need to register this method on load. You also need to replace the field schema values.

=============

function loadParentDetailsToChild() {

try {

var parentAccountId = parent.top.opener.Xrm.Page.data.entity.getId();

var parentAccountName = parent.top.opener.Xrm.Page.getAttribute("name").getValue();

var parentAccountLookup = new Array();

parentAccountLookup[0] = new Object();

parentAccountLookup[0].id = parentAccountId;

parentAccountLookup[0].name = parentAccountName;

parentAccountLookup[0].entityType = "account";

Xrm.Page.getAttribute("parentcustomerid").setValue(parentAccountLookup);

}

catch (err) {

console.log(err.message);

}

}

==========================

Hope this helps.

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neryhumberto 47 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Hi Ravi,

This shows me "LOOKUP CONTROL ERROR: Cannot add item of typename= to the lookup control"

I did something wrong?

https://youtu.be/6PU_yQikL4c

Thanks a lot.!

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RaviKashyap 55,410 Moderator on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

UYou need to update the schema name of your parent entity in place of "account".

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neryhumberto 47 on at

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RE: When I create a new record from the new record form, it loses the relationship with the main entity

Hi Ravi, it works! again thank you so much.

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