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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / prepopulating Lookup o...
Microsoft Dynamics CRM (Archived)

prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.

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Posted on by Community Member Microsoft Employee

I want to open Create a form of a custom entity with prepopulating Lookup(Opportunity) value fill when the form opens using Dynamics CRM 365 customer Portal.

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.

    Finally Solved the issue. below script is working.

    {% extends 'Layout 1 Column' %}
    {% block main %}
    {% include 'Page Copy' %}
    <div class="form" data-cancel-label="{{ snippets['CustomerService/Case/Resolved'] | default: resx['Editable_Cancel_Label'] | h }}" data-case-deflection-pagesize="5" data-case-deflection-logicalnames="knowledgearticle,incident,adx_issue,adx_webpage,adx_communityforumthread,adx_communityforumpost,kbarticle" data-case-deflection-query="" data-case-deflection-filter="">
    {% entityform id:page.adx_entityform.id %}
    </div>

    {% fetchxml Opportunityy %}
    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="opportunity">
    <attribute name="name" />
    <attribute name="customerid" />
    <attribute name="opportunityid" />
    <order attribute="name" descending="false" />
    <filter type="and">
    <condition attribute="opportunityid" operator="eq" value="{{request.params['id'] }}" />
    </filter>
    </entity>
    </fetch>
    {% endfetchxml %}
    {% if Opportunityy.results.entities.size > 0 %}
    {% assign opportunityid = Opportunityy.results.entities[0].opportunityid %}
    {% assign opportunityname = Opportunityy.results.entities[0].name %}

    <script type="text/javascript">

    $("#new_opportunityid_name").val('{{opportunityname}}');
    $("#new_opportunityid").val('{{opportunityid}}');
    $("#new_opportunityid_entityname").val("opportunity");
    </script>

    {% endif %}


    {% endblock %}

     

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.

    Hi,

    The error you are getting is because eventName is a liquid variable which contains the new_name field value hweras alert uses the string. To use the liquid paramters, you need to use braces just like you are already using {{name}}.

    What happens when you comment out the alert?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.
    {% fetchxml Opportunityy %}
    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="opportunity">
    <attribute name="name" />
    <attribute name="customerid" />
    <attribute name="opportunityid" />
    <order attribute="name" descending="false" />
    <filter type="and">
    <condition attribute="opportunityid" operator="eq" value="{{request.params['id']}}" />
    </filter>
    </entity>
    </fetch>
    {% endfetchxml %}
    {% if Opportunityy.results.entities.size > 0 %}
    console.log("This is");
    {% assign eventName = Opportunityy.results.entities[0].new_name %}
    <script>
    $(document).ready(function() {
    alert("before set ");
    console.log("This is function");
    alert(eventName);
    $("#new_opportunityid_name").attr("value", {{name}});
    $("#new_opportunityid").attr("value", {{opportunityid}});
    $("#new_opportunityid_entityname").attr("value", "opportunity");

    alert("after set");
    });
    </script>
    {% endif %}
    I am using the above code. while trying to alert value getting the error.
    "eventName is not defined".
    Thanks in Advance.
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.

    Hi,

    There is no standard configuration in portal. You need to use JavaScript/ JQuery to populate the values. You can refer the below blog to achieve the same-

    arpitmscrmhunt.blogspot.com/.../adxstudio-set-values-in-lookup-fields.html

    Hope this helps.

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: prepopulating Lookup on Custom Entity form using Dynamics CRM 365 Customer Portal.

    Please go through below link, hope it helps you.

    community.dynamics.com/.../255274

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