Binding a Lookup to an Entity in javascript

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Posted on by Frank Ewans

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Hello Friends,

Please, I currently want to bind a lookup field to won opportunities using javascript. I want the text to be the display field while the value will be the id (to be submitted to the database) .Code snippet will be greatly appreciated.

Thanks

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Royal King 27,686 on at

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either one of the below code will set lookup value for an attribute.

//Set a lookup value

var value = new Array();

value[0] = new Object();

value[0].id = idValue;

value[0].name = textValue;

value[0].entityType = typeValue;

Xrm.Page.getAttribute("yourAttributeSchemaName").setValue(value);

//setlookup in one line

Xrm.Page.getAttribute("fieldName").setValue( [{id: idValue, name: textValue, entityType: typeValue}]);

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Aileen Gusni 44,524 on at

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Hi Frank,

What do you mean? Can help to explain more?

"I currently want to bind a lookup field to won opportunities using javascript."

Because the fundamental thing here is you cannot update the Won Opportunity, it has already closed and inactive, read only. Unless it is still open or you re-open it.

Thanks.

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Frank Ewans 165 on at

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Thanks for your response. Am trying to lookup all won opportunities in my project page so i can commence a new project on them.

Thanks

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Frank Ewans 165 on at

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Hi Chitrarasan Duraisamy, Thanks for the code snippet. Please can you make the code more generic (specific to an MS CRM entity. won opportunities in particular).

Thanks

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Community Member on at

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You don't need javascript, you can modify a lookup control on the form to use a different view than the normal lookup view. Select Won Opportunities and you should be OK. I have not tested this. It might fail if it tries to prevent you appending a new Project record to the closed Opp, but I think you will be OK.

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Aileen Gusni 44,524 on at

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Hi Franks,

Adam is correct, you can follow his way, he is correct you don't need any javascript for this.

And yes, I have tried this, I try to create a new child record under the Won Opportunity lookup.

So, it worked.

1. You just create a lookup field to Opportunity

2. Go to Form Editor and you edit the field property detail

3. Change the lookup filter default view to Won Opportunities

4. And you can turn off the view selector to prevent user change another Opportunity view, and of course save it publish it.

5. When you in the Project entity record, when you click the Lookup to Won Opportunity, it will filter the Project to only choose and linked (Append) to Won Opportunity record.

Hope this helps!

Thanks.

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Frank Ewans 165 on at

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Thanks Adam. Will get back to you after I test this.

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Frank Ewans 165 on at

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Will try that out.

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