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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / display information of...
Microsoft Dynamics CRM (Archived)

display information of an entity in another entity

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Posted on by Community Member

hello,

I am looking for a solution in js to display an information of an entity in a form of another one.

(the date of last meeting with the client display in the program form)

I looked trough internet without find a good solution (mainly to get this information in the client record)

does someone know how I can do or where I can find help on it?

I have to do that in JS on onload of the form.

thank ;-)

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  • Verified answer
    Nuno Profile Picture
    Nuno 2,005 on at

    Hi,

    You may develop a JS that on onLoad event that retrieves the data from the entity you want and the fill the fields.

    You can use CrmRestKit to retrieve the data:

    crmrestkit.codeplex.com/documentation

    Then you fill the field on your form with the data returned with Xrm.Page.getAttribute(arg).setValue()

    msdn.microsoft.com/.../6881e99b-45e4-4552-8355-2eef296f2cd8

  • Community Member Profile Picture
    Community Member on at

    Thank you for your help!

    I still have to learn how to use it properly (mainly with query) but I could done what I wanted with the function Retrieve().

    thank you very much!

    Nico ;-)

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Nico,

    Is the entity having relationship each other?

    Mean the client and program and the last meeting date is a field in the client that you want to display in the program form?

    If it is a lookup field between them then you can try to take a look this ready solution.

    crm2011lookuppreview.codeplex.com

    blogs.msdn.com/.../showing-related-information-in-a-crm-2011-form.aspx

    Actually if you are using CRM 2013/2015 the is new feature so-called quick view.

    But you are using CRM 2011 so you can try take look above links.

    Hope this helps,

    Thanks.

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