Microsoft Dynamics CRM (Archived)

JavaScript: openEntityForm (phonecall)

(0) Share

Report

Posted on by Neil Parkhurst

10,727 User Group Leader

I have used openEntityForm before, to great effect! Now I need to have a ribbon button that opens a phone call.

I am struggling to workout what code to use to pass in the "to" and "regarding" fields.

I have tried variations around ....

var param = {};

param["regardingobjectid"] = ---an ID----

param["regardingobjectidname"] = ---- a name ----

param["regardingobjecttype"] = "opportunity";

Xrm.Utility.openEntityForm("phonecall",null, param);

I have tried similar code but just passed a simple field (phone number) and that works. So I seem to have something wrong on lookup fields.

Can someone please give correct code to set the "to", "from" and "regarding" fields? In my case I need to set the "to" to the contact from an opportunity and the regarding to be an opportunity.

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (1)

Suggested answer

Aiden Kaskela 19,696 on at

Like (0)

Report

Hi Neil,

Unfortunately, you can't set the values for a partylist or regarding lookups (probably because you would need to specify any entity, which seems lazy becuase you can set a customer field) - per msdn.microsoft.com/.../gg334375.aspx

I know it's not the answer you wanted, but if you would mark this as a Verified answer I'd appreciate it.

Thanks,

Aiden

EDIT: There are limits on the custom entity that can be set, too. This must be because you would have to specify the "type" multiple times in the query string to indicate which record is which type. Having multiple keys in the request string would mess up reading in the values, so that has to be why.

Was this reply helpful? Yes No
Rajkumar Rajaraman on at

Like (0)

Report

No, it's not possible since it's an party list lookup

Was this reply helpful? Yes No
Guido Preite 54,086 Moderator on at

Like (1)

Report

a workaround is to pass custom querystring parameters and parse them inside the onload event in order to fill the lookup/partylist.

but it requires additional coding/customization, up to you to decide if good or not solution

Was this reply helpful? Yes No
Suggested answer

Aileen Gusni 44,524 on at

Like (3)

Report

Hi Neil,

Based on this post:

community.dynamics.com/.../114859

community.dynamics.com/.../145341

Party List (which is TO is part of Customer party list) and also Regarding field cant be set through the form params.

But it needs some workaround,

msdn.microsoft.com/.../jj860466(v=crm.6).aspx

"Party list lookup fields can’t be set. This means the To or From fields for emails or the Regarding field for tasks can’t be set this way. The workaround is to pass the values through using a custom form parameter and then use script in the form Onload event to set the values. The Form Query String Parameter Tool detects any custom form parameters and allows you to test setting values for them."

So you need to pass some value using custom param like string to store the name and ID then use this kind of snippet of code:

rajeevpentyala.wordpress.com/.../get-and-set-partylist-fields-using-jscript

Hope this helps.

THanks

Was this reply helpful? Yes No
Verified answer

Neil Parkhurst 10,727 User Group Leader on at

Like (0)

Report

MANY THANKS Aileen, I didn't follow exactly the details in the blog posts you sent me. But your suggested workaround gave me enough detail to know what to try. And it worked perfectly.

Got me out of a big hole!

Was this reply helpful? Yes No
Suggested answer

Kruthi 25 on at

Like (1)

Report

Set reagrdingobjectid and To as follows:

var parameters = {};

//set regardingobjectid

parameters["pId"] = Xrm.Page.data.entity.getId();

parameters["pName"] = Xrm.Page.getAttribute("fullname").getValue();

parameters["pType"] = "2";

//Set To field

parameters["partyid"] = Xrm.Page.data.entity.getId();

parameters["partyname"] = Xrm.Page.getAttribute("fullname").getValue();

parameters["partytype"] = "2";

Was this reply helpful? Yes No
Suggested answer

Kjeld Poulsen 180 on at

Like (0)

Report

This is actually a good answer, and it works. The regarding and to pary is set as expected.
[quote user="Kruthi"]
Set reagrdingobjectid and To as follows:

var parameters = {};

//set regardingobjectid

parameters["pId"] = Xrm.Page.data.entity.getId();

parameters["pName"] = Xrm.Page.getAttribute("fullname").getValue();

parameters["pType"] = "2";

//Set To field

parameters["partyid"] = Xrm.Page.data.entity.getId();

parameters["partyname"] = Xrm.Page.getAttribute("fullname").getValue();

parameters["partytype"] = "2";
[/quote]

But if you in same process tries to also set the phonenumber parameters["phonenumber"] = "xyz", because you have i on hand, iand wish it should be visible on the newly opened form, the telephone number will stay blank, even when parsed. Pretty anoing.

Was this reply helpful? Yes No