Hello guys,
I have this entitys: Client and Contacts.
In "Client" i have one lookup field of "Contacts".
In my Crm portals i have two lookups: 1- "Client" 2-"Contacts and i need to set the value of the lookup 2 with the value of the field "Contacts" of "Client".
I don't know how start the javascript.
How can I query this data?
Hi partner,
Since it says "data is undefined", I recommend you to add "data" to "watch" column and monitor what is in "data", is it null or other data structure?
Or may be you failed to call webapi and it returned error message.
Hope it helps.
Best Regards
Leo
In addition to above, if you value Contact value will always be set from the Client's Contact field then you can also hide the field in the portal and use Out of box workflow in CRM to populate the field value.
Hi,
The code you shared is not correct. Your code to retrieve is also not correct and there are few other configuration/changes you need to do query the data. Also, you need to query the odata from portal url (not CRM). You can refer the below links for detailed steps-
abhinavranjan.xyz/.../using-entity-list-as-odata-feed-dynamics-365-portal
Once you configure the entity list, you can also try the below link to generate the odata query code-
portalquerybuilder.netlify.com
Hope this helps.
As suggested above please try to download CRMRestBuilder where you can create your query quickly without any error . Download it from here -
Once you download the solution you need to import your CRM instance and do publish All customization. Refresh the page and go to settings --> Customization. In the ribbon you will find a button called CRMRestuilder just click on it , it will redirect to the tool .
Select the entity which you want to retrieve data and add the filter with some hard coded value , then create query.
i can't paste a screenshot, but here is my code :
$("customer").change(function(){
var name = $("#td_contadoendereco_name").val();
var id = $("#td_contadoendereco").val();
var entityname = $("#td_contadoendereco_entityname").val();
if(ContaDoEndereco != null){
var ODataUrl = "trialbdan.api.crm2.dynamics.com/.../td_conta$filter=td_contatosdacontaid eq '"+id+"'";
$.ajax({
type: 'GET',
url: ODataUrl,
success: function (data) {
debugger;
if (data.value.length > 0) {
var ContaId = data.value[0]._td_conta_value;
//$("#parentcustomerid_name").attr("value","A J E CALDER LTD");
$("#parentcustomerid").attr("value",ContaId);
//$("#parentcustomerid_entityname").attr("value","contact");
}
else {
alert("sorry that address cannot be found");
}
},
error: function (jqXHR, textStatus, errorThrown) {
debugger;
}
});
}
});
When i debug the code shows that "data is undefined".
Hi partner,
If you want to query data from CRM, I recommend to use WebApi provided by Microsoft.
You could refer to samples of WebApi Query data and Get Start with WebApi.
Hope it helps.
Best Regards
Leo
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