Dynamics Community Forum Thread Details

set related entity on form event

Hi what I would like to so is this:

On a new opportunity, when the user selects an account, I want to automatically select the primary contact for that account into the opportunity account field.

I have a form even working on the onChange event for Account field on the opportunity field. I am successfully getting the primaryContact entity data back via a json call. However, when I assign the contactID to the opportunity form field parentcontactid nothing happens. I have updated the code to enter the business telephone as the opportunity title to prove that it is working.

do I need to do something different to set an entity instead of a simple field? the below code is called onChange for the Account field parentaccountid). getContact is the method first invoked.

Also is there a simple way to detect if you are inserting? I only want to run the code on inserts.

thanks in advance

james

function getResident() {


   //Getting the Lookup object from the CRM Page
   var ProjectObject = Xrm.Page.getAttribute("parentaccountid").getValue();


   // Getting the GUID for the Project record
   var ProjectNoID= ProjectObject[0].id;

   //Stripping out the curly brackets
   ProjectNoID = ProjectNoID.replace('{', '').replace('}', '');

   //Checking if we have a project GUID Value
   if (ProjectNoID != null) {

      //Let’s create the Web Service URL
      oDataPath = Xrm.Page.context.getServerUrl() + "/xrmservices/2011/organizationdata.svc";

      //Call the project retrieve function
//commented out for themo
      RetrieveProjectRecord(ProjectNoID, oDataPath);
   }
}


  

function RetrieveProjectRecord(Id, ODataPath) {

   var retrieveReq = new XMLHttpRequest();
   retrieveReq.open("GET", ODataPath + "/AccountSet(guid'" + Id + "')/account_primary_contact", true);  
   //retrieveReq.open("GET",  ODataPath + "/AccountSet(guid'" + Id + "')", true);
   retrieveReq.setRequestHeader("Accept", "application/json");
   retrieveReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");

   retrieveReq.onreadystatechange = function () {
      retrieveProjectReqCallBack(this);
   };
   retrieveReq.send();
}
 
function retrieveProjectReqCallBack(retrieveProjectReq) {
   if (retrieveProjectReq.status == 200) {
      var retrievedProject = JSON.parse(retrieveProjectReq.responseText).d;

      var ProjectName = retrievedProject.Telephone1;

      var theID = retrievedProject.ContactId;

alert(ProjectName + ' id= ' + theID);
      Xrm.Page.getAttribute("name").setValue(ProjectName);
      Xrm.Page.getAttribute("parentcontactid").setValue('{'+theID+'}');

      Xrm.Page.getAttribute("description").setValue('hiya');

   } else {
      alert("Error in Fetching data");
   }
}

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