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how to set the Name of activity as “Customer Name – Purpose – Status”

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Posted on by Community Member Microsoft Employee

Hey,

I need to know how to set the name of activity as “Customer Name – Purpose – Status” in CRM 2016.

Thank you

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Community Member Microsoft Employee on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

thank you so much
Kristian Cole 290 on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

No your function works.

Make sure those fields are filled.

Make sure you refresh the page.
Community Member Microsoft Employee on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

the function as I sent to you and I'm putting it on save..

but the problem I don't know how to make the activity appear as “Customer Name – Purpose – Status” when saving the form.. there's a missing points in my function I don't know what is it..

Thank you so much
Kristian Cole 290 on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

Ok how are you triggering the script?
Community Member Microsoft Employee on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

I already fixed it, but it's still not working...
Kristian Cole 290 on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

that looks fine. cant see any issues other than the spelling on:

var customername=Xmr.Page.getAttribute("new_customer").getValue();

var purpose=Xmr.Page.getAttribute("new_purpose").getValue();

var status=Xmr.Page.getAttribute("new_status").getValue();

it should be:

var customername=Xrm.Page.getAttribute("new_customer").getValue();

var purpose=Xrm.Page.getAttribute("new_purpose").getValue();

var status=Xrm.Page.getAttribute("new_status").getValue();
Community Member Microsoft Employee on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

function setname()

{

var customername=Xmr.Page.getAttribute("new_customer").getValue();

var purpose=Xmr.Page.getAttribute("new_purpose").getValue();

var status=Xmr.Page.getAttribute("new_status").getValue();

// here i didn't know how to link it

Xrm.Page.getAttribute("name").setValue("Customer Name – Purpose – Status");

}
Kristian Cole 290 on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

can you put the entire javascript file on here for me to have a look at?
Community Member Microsoft Employee on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

yes i know the script line but the function is not working with me..
Kristian Cole 290 on at

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RE: how to set the Name of activity as “Customer Name – Purpose – Status”

Hi Iman, did you try that script line I put above?

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