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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Form Customization
Microsoft Dynamics CRM (Archived)

CRM Form Customization

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Posted on by jeannie88 360

I am trying to create a customized form in CRM where the population of one field will automatically trigger the population of another field based on the entity. For example, if the field is "country" and is set up as a lookup, I would like a following field called "region" to automatically populate based off the region I mapped each country to in the country entity I already created. What would be the easiest way to do this?

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  • Verified answer
    Hosk Profile Picture
    Hosk on at

    it depends what version of CRM you are using

    if you are using CRM 2013 then you could do this by Business Rules

    blogs.technet.com/.../crm-2013-understanding-portable-business-logic.aspx

    community.dynamics.com/.../dynamics-crm-2013-business-rules.aspx

    if you are using CRM 2011 then I would use Javascript (you can use this in CRM 2013 as well)

    www.renauddumont.be/.../CRM-2011-Dynamically-show-or-hide-fields-using-javascript

  • jeannie88 Profile Picture
    jeannie88 360 on at

    Thanks Ben! I am using CRM 2011. I don't necessarily need to hide the field though. I just want it to automatically populate so that there is no user error. Would that still be a javascript solution or would I be able to set up a workflow to accomplish this?

    Thanks,

    Jeannie

  • Suggested answer
    Hosk Profile Picture
    Hosk on at

    you wouldn't be able to do this using workflows because workflows are scheduled by CRM and there is not guarantee when they will run (it could be seconds/minutes)

    The best way to achieve this would be using Javascript because it needs to be instant.

    You can show and hide fields and set values using Javascript

  • Suggested answer
    Josh Thompson Profile Picture
    Josh Thompson 1,115 on at

    You will want to use REST to accomplish this in 2011. There are a ton of examples on the web, look for SDK.REST from the CRM SDK and give that a try. the method retrieveRecord is what you're probably looking for. If you are going against another lookup then you'll have to resolve those GUID's first.

    Here is a sample that returns the ID from a lookup field:

    function getLookupId(c) {

    //c = control name

    var lookupObject = Xrm.Page.getAttribute(c);

       if (lookupObject != null) {

           var lookUpObjectValue = lookupObject.getValue();

           if ((lookUpObjectValue != null))

           {

            //var lookuptextvalue = lookUpObjectValue[0].name;

            var lookupid = lookUpObjectValue[0].id;

           }

     }

    return lookupid;

    }

    Use the onchange event of the other control to start the process.

    HTH

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