I have two views 'Manufactures' and 'Clients' in the Account entity. Is it possible to fill the field 'customertypecode' by Manufacturer value if a new record is created from 'Manufactures' view? The same behaviour is expected for 'Clients' view.
Manufacturer and Client are values of option set which is assigned to 'customertypecode' field.
*This post is locked for comments
It's possible to implement this function. It's required to override 'New' button in Ribbon Workbench.
Function which should be called in overridden button:
Share
Report
All responses (
Answers (
function NewAccountForm(PrimaryControl) {
var viewSelector = PrimaryControl.getViewSelector();
var viewName = viewSelector.getCurrentView().name.toLocaleLowerCase();
var customertypecode;
var entityFormOptions = {};
entityFormOptions["entityName"] = "account";
var formParameters = {};
var accountTypes = [
{ name: 'client', value: 923720001 },
{ name: 'manufacturer', value: 923720002 },
];
accountTypes.forEach(function (element1) {
if (viewName.indexOf(element1.name) >= 0) {
var viewWithMultipleAccountTypes = false;
accountTypes.forEach(function (element2) {
if ((element1.name != element2.name) && (viewName.indexOf(element2.name) >= 0))
viewWithMultipleAccountTypes = true;
});
if (!viewWithMultipleAccountTypes)
customertypecode = element1.value;
}
});
if (customertypecode) {
formParameters["customertypecode"] = customertypecode;
}
Xrm.Navigation.openForm(entityFormOptions, formParameters);
}
Hi,
I am afraid there isn't any standard/ out of box way to achieve this requirement. This Is because when you create a new record, it won't have the context from which view the new is clicked. You can however set single value (either manufacturer or client" by default.
Hope this helps.
Hello,
I would suggest is:
1. Create 2 workflows against manufacturer and clients entities.
2. These workflows will be triggered on create.
3. Add condition to check if the account lookup of record created is not empty
4. Add step to update the optionset field of the parent account to the desired value
If it is a view within a form, so you are going from an account record and you create a new something else record you can use mappings to default value it, but there isn't a way to do it if you are just looking at one of two views for account and then just click new. You don't have a source URL formatted the same way that you did in like crm 4.0 that you could say, oh, it was looking at this view.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156