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I have noticed that on filling the customer filed on the case form, customer details get auto populated. I am new to CRM and I assume there is some event running behind which auto populates the quickview form( Cutomer details) on field change event. I have added few more subgrids using quickview form which I wish to auto populate on the change of same field. How can I achieve this? Do I have to write any JavaScript function? Any suggestions are most welcomed.
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Hi Aiden,
Say I am on case form:
Using business rules I have noticed that there's an action "Set a field value". How can we set field values based on certain conditions dynamically?
For example, if invoice search contains data --> Set customer name accordingly (related to that invoice, if such invoice exists so as customer and invoice have 1 to many relationship).
You have mentioned in another post that it isn't documented much but we can use related entities using dot notation. But in this case can't I use this set value as field 'customerid.name' (set customer's name which is related to that invoice. ).
It doesn't allows me to enter any dot notation rather asks me to pick up a lookup value. Undoubtedly business rules will save a lot of time, so any help would be highly appreciated.
Hi Mohd,
Sure, happy to help!
Javascript on forms happen when the form loads, you hit save, or a field changes. In each case, you can fire off javascript. A word of warning though - javascript and business rules don't play well together. If you have a business rule set Field A, the business rule doesn't fire the field changed event, so any javascript will not run.
Here's the client side reference for javascript, it'll have all the details you need:
msdn.microsoft.com/.../gg328255.aspx
Here's a really good overview of setting up a form to run javascript:
www.linkedin.com/.../getting-started-javascript-microsoft-dynamics-crm-hans-carlson
Hope this helps! Let me know if you need any more resources.
Thanks,
Aiden
Thanks for your response Aiden. Okay I am looking into how to use business rules with entities. Prior to CRM I have been into SharePoint and there using JavaScript was pretty straight forward. I have googled but didn't see much invaluable resources. If you could suggest on how to use JavaScript in CRM Dynamics 365 or share any good tutorials it would be really appreciable. I will mark the response as verified answer as well.
Hi,
There are a few ways you can do it.
Field Mappings are one way, but not that flexible. You'd set it up to map from entity to entity on create, so if you're on a contact and click New Order, it'll fill in some fields from the contact. Not very flexible.
Business Rules are your best choice. They have a lot of the functionality you used to need javascript for but it's easy and configurable. You can hide or show fields, change requirement levels or set fields (even from other entities but it's not really documented). Here's details on Business Rules:
technet.microsoft.com/.../dn531086.aspx
If you need anything more complex than getting a value from a lookup record, you'll need to write javascript for that.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Thanks,
Aiden
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