Dynamics Community Forum Thread Details

How to add connection to subgrid

Hello dear fellas,

I need to write a script that would add the opportunity owner to sales team subgrid, i`ve been looking aroung and didn`t find anything on how to do it, please help.

Here is the code I`ve written:

function SetOpportunityOwnerAsSalesMember(executionContext) {

var formContext = executionContext.getFormContext();
if (formContext == null) {
formContext = Xrm.Page;
}
var userName = formContext.getAttribute("ownerid").getValue()[0].name;
var salesTeamGridContext = formContext.getControl("SalesTeam");

if (!IsUserExistsInSalesTeam(userName, salesTeamGridContext)) {
AddUserToSalesTeam(userName)
}

}

function IsUserExistsInSalesTeam(userName, gridContext) {
var result = false;
var gridRows = gridContext.getGrid().getRows();

gridRows.forEach(element => {

var salesTeamMemberName = element.getData().getEntity().getEntityReference().name

if (salesTeamMemberName.length > 0 && userName == salesTeamMemberName) {
result = true;
}
})

return result;
}

function AddUserToSalesTeam(user) {
//
console.log("added user to sales team")
}

Best regards,

Bohdan

Categories:

Marketing

Administration and Setup

Hi Bohdan,

We assume that you want to create a connection record of Opportunity Owner with the Opportunity record including the Sales Team role.

We advise you to use Xrm.WebApi.createRecord(entityLogicalName, data).then(successCallback, errorCallback) method to create a connection record.

Prerequisite for creating a connection record is to add record1 (opportunity) and record2 (user) lookup data including record2 role in an object which will be passed in create record method as shown in below code.

var data = {}

data["record1id_opportunity@odata.bind"] = "/opportunities(" + OpportunityGuid + ")";

data["record2id_systemuser@odata.bind"] = "/systemusers(" + UserGuid + ")";

data["record2roleid@odata.bind"] = "/connectionroles(" + SelectedRoleGuid + ")";

Xrm.WebApi.createRecord(“connection”, data).then((result)=>{},(error)=>{});

For reference please follow the link provided here.

Hope this helps!

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