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Update form field from lookup field within quickview

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Posted on by ConnollyZ

On my main form I have a lookup field called /Name/, when the user selects /Name/ a quickview is displayed, one of the fields within the quickview is a lookup field called /Course_Information/. I am trying to take /Course_Information/ and write that value into a field on the main form called /courseinformation/.

Nothing happens the first time I select a /Name/ from the lookup field. When I remove the item /Name/ and select the /Name/ a second time, the below code then copies the quickview field into the form field.. Im unsure why this is happening. Any support would be appreciated

function OnLoad1(executionContext) {      Xrm.Page.getAttribute(/nelep_studentapplication/).addOnChange(getQuickViewForm);}function getQuickViewForm(executionContext){var formContext = executionContext.getFormContext();var quickViewControl = formContext.ui.quickForms.get(/QuickviewControl1682435827537/);if (quickViewControl != undefined) {        if (quickViewControl.isLoaded()) {// Access the value of the attribute bound to the constituent controlvar CourseInformation = quickViewControl.getControl(0).getAttribute().getValue();var CourseID = CourseInformation[0].id;var CourseName = CourseInformation[0].name;var CourseType = CourseInformation[0].entityType;formContext.getAttribute(/courseinformation/).setValue([{ id: CourseID, name: CourseName, entityType: CourseType }]); // Unit Group                        return;        }        else {setTimeout(getQuickViewForm, 1, executionContext);        }    }    else {        Xrm.Utility.alertDialog(/No data to display in the quick view control./);        return;    }}

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Leah Ju Microsoft Employee on at

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Update form field from lookup field within quickview

Hi Partner，

Was my answer helpful?
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If you have any questions, please feel free to contact me.

Regards,

Leah
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Leah Ju Microsoft Employee on at

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Update form field from lookup field within quickview

Hi Partner,

Did you put the code on the onload event?

--Try to add the web resource directly on the field onchange event.

Based on you description and code, you need get 'courseinformation' value from name entity and set 'Course_Information' field on current entity.

--Essentially, you are trying to copy a field value from the parent entity (Name) to populate a field value in the current entity.

So you can retrieve name entity to get value not through quick view control:

Xrm.WebApi.retrieveRecord("Nameentity", "nameid", "?$select=_lookupname_value").then(
   function success(result) {
       console.log(result);
       // Columns
       var incidentid = result["incidentid"]; // Guid
       var accountid = result["_accountid_value"]; // Lookup
       var accountid_formatted = result["_accountid_value@OData.Community.Display.V1.FormattedValue"];
       var accountid_lookuplogicalname = result["_accountid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];
   },
   function(error) {
       console.log(error.message);
   }
);

Or you can try to use workflow to achieve you goal easily.
ConnollyZ 2 on at

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Update form field from lookup field within quickview

function OnLoad1(executionContext) {

Xrm.Page.getAttribute("nelep_studentapplication").addOnChange(getQuickViewForm);


}

function getQuickViewForm(executionContext)
{

var formContext = executionContext.getFormContext();
var quickViewControl = formContext.ui.quickForms.get("QuickviewControl1682435827537");

   if (quickViewControl != undefined) {
if (quickViewControl.isLoaded()) {

           // Access the value of the attribute bound to the constituent control
           var CourseInformation = quickViewControl.getControl(0).getAttribute().getValue();
           var CourseID = CourseInformation[0].id;
           var CourseName = CourseInformation[0].name;
           var CourseType = CourseInformation[0].entityType;

           formContext.getAttribute("courseinformation").setValue([{ id: CourseID, name: CourseName, entityType: CourseType }]); // Unit Group

return;
}
else {setTimeout(getQuickViewForm, 1, executionContext);

}
}
else {
Xrm.Utility.alertDialog("No data to display in the quick view control.");
return;
}
}

Update form field from lookup field within quickview

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