Null value for Customer Datatype

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Posted on by Community Member Microsoft Employee

Hi,

As one knows, D365 has newly introduced datatype as Customer for lookup to either Account or Contact on a custom field of another entity, question is can it hold a blank/null value when the form is loaded for Create record and keeping existing selected value earlier for editing?

Any thoughts?

Thanks

Nikhil

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Answers (2)

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Null value for Customer Datatype

Hi,

Your question is unclear. Can you please elaborate in detail.

For New create record, customer lookup field will be blank only.

For Edit/Update record, Customer lookup will show existing selected value.

formContext.getAttribute("field logical name").setValue(null); - This will set the lookup field with null/blankvalue.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
Community Member Microsoft Employee on at

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RE: Null value for Customer Datatype

Hi Niku123,

I got it now.

You can check relationship mapping or business rule or js.
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RE: Null value for Customer Datatype

Hi Leah,

Let me explain, I've a contact entity with xyz value, ok?

I've Consent entity which is related to Contact.

Consent entity has two fields of Customer datatype or lookup which are Client and Who.

Why does Client and Who fields of consent entity hold value of parent contact and not blank to begin with?

I'm not sure since I tried by inserting similar field and it was showing blank so issue is elsewhere or mapping.

Thanks for your help.

Regards

Nikhil
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Community Member Microsoft Employee on at

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RE: Null value for Customer Datatype

Hi Niku123,

I can understand "hold a blank/null value when the form is loaded for Create record"

The customer field is null in the new creating record:

But what "keeping existing selected value earlier for editing?" is meaning for?

It can show recent records by default:

Ensure the 'turn off automatic resolutions in the field' and 'Disable most recently used items for this field' options are unchecked.
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RE: Null value for Customer Datatype

Never Mind Guido, thanks for your reply.

I am still not sure why blank or null value is not displayed inside that lookup which was of Customer datatype, it was showing related contact in that field, could be a mapping issue.

I tried by inserting similar kind of field and it was showing blank to begin with.

I managed to workaround with JS by pro-grammatically setting up as null.

Marking this thread as closed by verifying your answer.

Thanks

Nikhil
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Guido Preite 54,087 Super User 2024 Season 1 on at

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RE: Null value for Customer Datatype

I didn't understand completely your question, but customer type because it's a lookup can hold null value (so inside UI it will be shown as empty)

hope it helps