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Hi Experts,
I have an Account form , in that Branch Lookup is there. and in Security->User->ABC (Name of the User) is there, where in User ABC's Branch is Set to BB which is a lookup field.
When i try to click on the New Account then Branch Name lookup is auto populated from User Lookup.
How i achieve this. Can anyone suggest a step by step process.
Thanks in Advance
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Hi Nilanka,
I actually have a working code for you i did this earlier :
function retrieveBranchValue:()
{
var userid = Xrm.Page.getAttribute("ownerid").getValue();
var newid = userid[0].id.slice(1, -1);
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/systemusers(" + newid + ")?$select=_branch_value", true); //get branch from user
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var userbranch = result._branch_value; //get the id of the brnach
var userbranchformatted = result["_branch_value@OData.Community.Display.V1.FormattedValue"]; //get the formatted name of the branch
if (userbrnach != null) {
var value = new Array();
value[0] = new Object();
value[0].id = userbranch;
value[0].name = userbranchformatted;
value[0].entityType = "branch";
Xrm.Page.getAttribute("branch").setValue(value); //set the lookup
}
else
alert("Your user profile is missing branch information; please add and try again!")
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
kindly change the schema name of the field and entity of branch.
call the function on onload of your account form or as per your needs.
mark my suggestion as verified if helpful.
Hi Nilanka,
If you want to auto populate when you click New Account then you need to write the JavaScript to-
1. Retrieve the branch value from the user using web api.
2. Set the branch value in account form
You can check this thread for reference- community.dynamics.com/.../240539
If you want to populate it when you create the account record (i.e. when you click save) then you can create a real time workflow which will
1. Trigger on create
2. Sets the branch from owner to account
Hope this helps.
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