815
Hello,
We have 3 business units and have a question.
When creating a NEW lead or Opportunity, first system should ask on which Business Unit to create. Should be Drop down windows or pop up window.
Note : First should ask to select BU then it should allow to create new lead or opportunity.
Kindly help !
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Hi Mahender,
Webresource created and it work fine inside network, outside (External) network it is not working, pl help.
Here is the code :
function SetBUField() {
var BUName = window.parent.Xrm.Page.getAttribute("new_bu").getValue();
if (BUName != null) {
var req = new XMLHttpRequest();
req.open("GET",
Xrm.Page.context.getClientUrl() + "/api/data/v8.0/businessunits?$select=businessunitid,name",
false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var businessunitid = results.value[i]["businessunitid"];
var name = results.value[i]["name"];
if (name == BUName) {
var lookUpValue = new Array();
lookUpValue[0] = new Object();
lookUpValue[0].id = businessunitid.replace('{', "").replace('}', "").toString();
lookUpValue[0].name = name.toString();
lookUpValue[0].entityType = "businessunit";
Xrm.Page.getAttribute("new_businessunitid").setValue(lookUpValue);
}
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
}
//Function to Filter Market Segment
MarketSegmentFilterSearch = function () {
Xrm.Page.getControl("new_marketsegmentid").addPreSearch(function () {
AddPreSearch();
});
}
//Function to Filter Market Segment
AddPreSearch = function () {
var businessUnitId = Xrm.Page.getAttribute("new_businessunitid").getValue()[0].id;
if(businessUnitId != null){
var Filter = "<filter type='and'><condition attribute='new_businessunitid' operator='eq' uitype='businessunit' value='"+businessUnitId+"'/></filter>";
Xrm.Page.getControl("new_marketsegmentid").addCustomFilter(Filter, "new_marketsegment");
}
}
Hi Alex,
I know but based on Business requirement, we changing the entire process.
Hi Mahender,
Thanks for the kind help,
Could you also please help by step to do it?
You might also add a "required" lookup field to the form - probably even faster that way..
On a side note, leads and opportunities are not created "on a business unit" - they are assigned to a user/team, and, that's how they get related to a business unit (in other words, even if you have a lookup, for example, it won't change much.. It's all about which user/team the lead/opportunity will be assigned to)
Hi Syed,
You can create html webresource and create a custom New button for lead and opportunity which will first open your html webresource and after that it will redirect you to lead and opportunity form accordingly. you can easily override new button like this way. You can see our post for your reference: http://himbap.com/blog/?p=1486 we have not used html webresource but you can do that can open web resource using Xrm.Utility msdn.microsoft.com/.../jj602956.aspx
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