Auto populate City and State

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Hi,

I have a look up on Account Entity , Custom entity A.
In that custom entity I have 2 Single line of text City and State.
One I select a Custom entity in lookup I need to auto populate the City and State in Account entity City , State.

Let me know how to write the J script for this. If some one helps me on this highly appreciated.

Thanks,

Rahul..

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Aiden Kaskela 19,696 on at

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RE: Auto populate City and State

Hi Rahul,

You could do this with javascript, but I don't think it's necessary to use custom dev. Have you looked at using a Business Rule? Check out: www.microsoft.com/.../create-business-rules-and-recommendations-to-apply-logic-in-a-form.aspx

You'd set up a business rule to run when the lookup changes, then update the account fields based on the related record (it's not documented but you can select related fields using dot notation, something like "primarycontactid.firstname" ).

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden

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Community Member on at

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RE: Auto populate City and State

Have you tried writing a workflow for the Account entity that runs on update of the custom entity lookup field? If the field contains data, set the Account City and State fields to the City and State values defined for the related custom entity record. If the field does not contain data, clear Account City and State.

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Drew Poggemann 4 on at

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RE: Auto populate City and State

Hi Rahul,

The easiest way I have done this is through the "Mappings". When you create a relationship between one entity and another in a parent to child type of relationship or a 1-N relationships (in general) you can define mappings from one entity to the other on creation. Example, this is done out of the box for Lead when it creates the Account, Contact and the Opportunity entities.

https://technet.microsoft.com/en-us/library/dn531171.aspx?f=255&MSPPError=-2147217396#BKMK_mappingEntityFields

The following is an old article but mostly valid to navigate and setup even in new CRM environments.

http://crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records/

Hope this helps without needing to do JavaScript or Business Rules...

Thanks much!

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Nithya Gopinath 17,078 on at

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RE: Auto populate City and State

Hi Rahul,

You could write javascript for this to retrieve data of one entity to another entity using java-script. Please refer the community thread below for the code.

community.dynamics.com/.../139190

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Alagunellaikumar 6,212 on at

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RE: Auto populate City and State

Hi

You have download the SDK.REST from msdn, add that file in the account form. IN the custom lookup on change event put the below code

SDK.REST.retrieveRecord(CustomLookupId, "Custom Logical Name", null, null, getDetails, errorHandler);

CustomLookupId= id get from custom lookup

Custom Logical Name= entity name of custom lookup

function getDetails(customResult) {

Xrm.Page.getAttribute('city').setValue(customResult.city);

}

PLease refer the below url

arunpotti.wordpress.com/.../restretrieveexample

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AbiRami 516 on at

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RE: Auto populate City and State

Hi Aiden Kaskela,

How could you acheive the above scenerio in business rule? Because when i try to set a custom field in contact entity with mainphone value of account entity, i couldnt able to get the value of mainphone instead i am just getting the value which i entered in Business rule action(parentaccountid.telephone1). Am i going in the right way? please suggest.

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Community Member on at

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RE: Auto populate City and State

Instead of Type as Value use field

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Rushikesh Bhujbal 285 on at

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RE: Auto populate City and State

Add City and State to your Lookup View and call "getCityState()" function on onchange of lookup.

function getCityState() {

Xrm.Page.getAttribute(lookupField).getValue();

var lookupSelectedRecord = [];

var city;

var state;

lookupSelectedRecord = Xrm.Page.getAttribute(lookupField).getValue()[0].keyValues;

if (lookupSelectedRecord.new_fullname != null) {

city = lookupSelectedRecord.city;

state = lookupSelectedRecord.state;

}

else {

lookupSelectedRecord = JSON.parse(Xrm.Page.getAttribute(lookupField).getValue()[0].keyValues);

city = lookupSelectedRecord.city;

state = lookupSelectedRecord.state;

}

}

You can do it using web api also.

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AbiRami 516 on at

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RE: Auto populate City and State

Hi Saad Akhtar,

Its not possible using field.

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Nithya Gopinath 17,078 on at

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RE: Auto populate City and State

@Abi Rami,

You could use the code in the following thread to accomplish your task.

community.dynamics.com/.../139190

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