Hello Guys,
can anyone please share input on the following: -
As soon as I get the account name which is a look up, Pal gets automatically filled in. I want office also to get automatically filled in, can anyone help me please?
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Hello,
You can write a Web API request where you can pass account id and it can return you required field, you can design your web api request using rest builder: github.com/.../releases
further you can set lookup like below
var object = new Array();
object[0] = new Object();
object[0].id = result.fieldname.id;
object[0].name = result.fieldname.name;
object[0].entityType = "entityname";
Xrm.Page.getAttribute("fieldname").setValue(object);
You can refer my sample if you are working with Dynamics 365 V> 9.0
So basically this can be achieved by
1) JS using the WEB API - So you need to check if there is any JS wrtten on change or on save.
2) Workflow - You need to check if there are any workflows running for this entity on create/ update
3) Plugin - You need to check if there are any steps registered for this entity on create/ update
Hope this helps.
Can you tell me how to find out the source code, that we used to call in dotnet for CRM. Am sure there can be JS or pluggin that takes the information from account name and places in pal# If you tell me that, I think, I can solve the problem.
How are you currently setting the pal lookup from account?
Hi Ravi,
These 2 fields Pal and office are look up. however account name has details of pal and office. when account name is selected, pal sits in the pal field, now I want office to be placed in office field. Can you please help me on that.
Verify the form scripts, there will be some service calls on change of Account lookup in js to populate the existing PAL# field, just extend the same method to pull extra column office as well & populate it.
Pro tip: you don’t need to do this to store redundant data. Since after storing these fields here, if Account data changed it will not flow here. Best option is Quick view form to show it. Basically CRM platform will query & show lookup record values in similar way. Just you have to design the Account QV form & embed in referred entity form.
Hi SuchiSuchi,
You need to share some more details about your setup. There is no oob field called Pal/ office. Based on your description, you can add the logic same as your Pal field for office.
Hi Suchi,
As your requirement, it seems you are retrieving office name of the selected AccountName lookup.
You need to write JS onchange of AccountName Lookup.
Thank you
Pankaj Kumar
If found useful, please mark the answer as verified
Hi ,
Create business rules like below -
IF Account Name Contains Data
Then
Set Field Value
If you find any limitation on business rules to set the value then write JS function where set the value and register it in onload and onchagne event of the Account Name field..
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