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Pass field value from different entity using plugin

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Posted on by CRMexplorer 760

Hi,

I'm new to plugins and I'm trying to understand it. I just wanted to be able to assign a filed value based on a value from the other entity. I have this simple code but now working.

I wanted to pass the description value from account to the field named new_summary in my entity called new_grade

Entity g = new Entity("new_grade");

Entity a = new Entity("account");

string getSummary = a.GetAttributeValue<string>("description");

 g["new_summary"] = getSummary;

Entity entityImage = localContext.PostImage;

g["new_account] = entityImage.ToEntityReference();

localContext.OrganizationService.Create(g);

I have the same question (0)
  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Pass field value from different entity using plugin

    Hello,

    Can you please describe scenario of your plugin a bit wider? Like "When user creates Grade record that is child for Account (field new_account) - description field from account has to be copied to new_summary field".

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at
    RE: Pass field value from different entity using plugin

    Hi,

    You plugin steps are registered on Post Operation execution pipeling.

    replace below lin of code

    Entity entityImage = localContext.PostImage;

    g["new_account] = entityImage.ToEntityReference();

    with

    Entity entityImage = localContext.PostImage;

    g["new_account] = new EntityReference("account",entityImage .Id);

    You could direcly use below code to set lookup field on new_grade

    g["new_account] = new EntityReference("account",a.Id); //WHERE  a IS ACCOUNT ENTITY CONTEXT

    Make sure you have have registered Post Image for the steps.

    Please mark my answer verified if i were helpful

  • CRMexplorer Profile Picture
    CRMexplorer 760 on at
    RE: Pass field value from different entity using plugin

    your understanding is correct, that's the exact scenario When user creates Grade record that is child for Account (field new_account) - description field from account has to be copied to new_summary field".

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Pass field value from different entity using plugin

    Then you should try following code:

    var target = localContext.PluginExecutionContext.InputParameters["Target"] as Entity;

var accountRef = target.GetAttributeValue("new_account");

if (accountRef == null){
	return;
}

var account = localContext.OrganizationService.Retrieve("account", accountRef.Id, new ColumnSet("description"));

target["new_summary"] = account.GetAttributeValue("description");

    Also your plugin should be registered to work in Pre-Operation mode.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at
    RE: Pass field value from different entity using plugin

    HI,

    You can achieve your requirement without writting code as well.

    Navigate to Settings->Customization->Customize the system->Entity->Account->Relationship(1:N)->Open Related entity Grade relationship ->Add new mapping->Select source and target field

    CQ10.PNG

    Note:- 

    1. Data Type should be Same in Account and Grade entity for description field

    2. Field Length should be greated than in Grade from Account

    a33ik Please correct me If I am wrong.

    Please mark my answer verified if i were helpful

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