5,005
As an inside (or outside) sales rep who wants to open a new case within the “Customer Care/Cases” module of CRM, I should be able to select a supplier name from a drop-down box. The supplier name should be defaulted to “n/a”. I should be able to select from a pre-populated list of Supplier names or if I cannot find my supplier, I should be able to select “Other”.
Just like we can see Customer details
How can we achieve this as Customer field in inbuilt
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/Populate Vendor Details
//function vendorDetails() {
// var vendor = Xrm.Page.getAttribute("new_vendorlookup");
// if (!vendor.getValue()) {
// Xrm.Page.getAttribute("new_vendor").setValue("null");
// } else if (vendor.getValue()) {
// var accountId = vendor.getValue()[0].id;
// XrmServiceToolkit.Rest.Retrieve(
// accountId,
// "AccountSet",
// null, null,
// function (result) {
//Set Vendor Number on Case Form
// if (Xrm.Page.getAttribute("new_vendor")) {
// Xrm.Page.getAttribute("new_vendor").setValue(result.AccountNumber);
// }
// },
// function (error) {
// alert(error.message);
// },
// true
// );
// }
// }
Hi Sandeep,
This is Different Data type issue.
For single line of text, you can type any thing. SO default text, you can keep anything. For Optionset if you want to set any default value, it should be there in Optionset Value. Same like lookup. If you are having any record in Account then only you can set that related value as default in your current entity. Look up is nothing but GUID reference of related Entity. If you don't have GUID, then how can you set?
Thats what Sanchita is trying to say.
Is Sales person contact lookup or single line of text field? If text field then it would have Js or business rule on it to set that value.
Hi Sandeep,
Practically we need some record in the system to assign to lookup which displays its value through either Js or processes. If it is not mandatory field then can't you keep it blank as is.
It should be in Accounts. Also you need to keep the guid of this account same across your environments using configuration manager/ standard CRM import tool.
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