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Xrm.Utility.openEntityForm - populate lookup in opened form

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Posted on by Lee-Martin

515

I'm working with 8,2 on this issue using javascript

I'm having a problem where I cannot open a form using Xrm.Utility.openEntityForm and populate a lookup within that form.

the field name for the lookup in the target form is lee_fieldnameid

The lookup field relates to the entity that the form is opened from

the code I'm using to try and open this is

var parameters = {};
parameters["lee_fieldnameid"] = varId;
parameters["lee_fieldnameidname"] = varRecordName;
parameters["lee_fieldnameidtype"] = varEntityName;
Xrm.Utility.openEntityForm("lee_targetForm", null, parameters , { openInNewWindow: true });

varId is the id of the current record

varRecordName is the name of the current record

varEntityName is the name of the entity for the current record

I suspect that using id in the fieldname is adding to my confusion, but could someone please point me in the right direction?

Thanks
Lee

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Dynamics365Community 20 on at

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RE: Xrm.Utility.openEntityForm - populate lookup in opened form

Hi,

For typical lookups you should avoid declaring type. Therefore, the parameters["lee_fieldnameidtype"] = varEntityName line should be commented in your code.

Also, if you are struggling with a custom lookup field that has multi-types (for example it has customer type which can take both contact/account types), you should define it as follows:

//custom lookup field name = "new_customer"

parameters["new_customer"] = customerId;
parameters["new_customername"] = customerName;
parameters["new_customeridtype"] = "contact";

Pay specific attention to sections green marked!!!
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a33ik 84,331 Most Valuable Professional on at

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RE: Xrm.Utility.openEntityForm - populate lookup in opened form

Hello,

Try to remove lee_fieldnameidtype part because:

For simple lookups you must set the value and the text to display in the lookup. Use the suffix “name” with the name of the attribute to set the value for the text.

Don’t use any other arguments.

It's written here - docs.microsoft.com/.../gg334375(v=crm.8)
Lee-Martin 515 on at

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RE: Xrm.Utility.openEntityForm - populate lookup in opened form

Looks like I had a syntax error with the information I was passing