Change owner field based on a dynamic user lookup on the form

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Hi All,

I'm trying to change the owner field of a custom entity record to the same value in another user lookup on the form (set owner field value as resource).

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I've tried to create a WF that assign records but it seems I can't select my custom user lookup ("Resource") in the properties:

2352.Capture1.PNG

This needs to happen on create and it's not like one of two records that I can go and change the values by hand.

Does anyone know how to achieve this functionality?

Thanks,

- Bod

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MaKeer Microsoft Employee on at

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Hi,

I think you might not have Published the Customization after you created the Resource Lookup. I have tried same thing and it did show up on my WF designer

I have L1 Engineer as custom User Lookup

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Community Member on at

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What do you mean not published? I get the custom user lookup field (resource) displaying on my form correctly.

So after taking a closer look into the issue, I've realized the user lookup is not a custom field but a system field.

That's probably why I can't see/choose it in the WF assign properties.

Anyway to get around it?

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Community Member on at

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Resource lookup points to an ootb entity named "bookableresource" it's not systemuser but yes it is an ootb entity under Field service.

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Community Member on at

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There's no way to do it with js instead of a wf?

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Community Member on at

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yeah I understand...

Well, in light of what I've described above and all.

Are there any alternatives that achieve the functionality I need?

Thank you

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Alagunellaikumar 6,212 on at

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Hi Bodipal

If system user and bookableresource "name" is same, then we can achieve through JS or Plugin

Please follow the below steps:

In the on change event of owner lookup

Get the owner lookup value name

Retrieve bookableresource through web API, apply filter by name of the bookableresource =system user lookup value

[Organization URI]/api/data/v8.2/bookableresource?$filter=new_name eq 'name of the user lookup'

In onsuccess event of retrieve bookableresource , you will get "bookableresource Id" and you set the value to bookableresource lookup

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So the point is that it's not.

SystemUser is the owner field lookup and that equates to the Created By user probably.

The Resource lookup field is a BookableResource (Field Service) user system field. And although they need to be the same user eventually there's no way to identify it bc the guid/entityType differs from one another. So for example user "AAA BBB" that derives from systemUser entityType != "AAA BBB" that is in the bookable resource user list (I believe that's waht Guido Preite was trying to explain).

Basically, the situation is this:

A call schedule form is created and then we drag it to the schedule board for a field service technician. However, the tech can't see the assigned call to him since he's not the owner.

Hence, I was trying to default the owner field to same value of the resource field.

Is it possible to take for example the resource name value from the lookup like so:

var resName = Xrm.Page.data.entity.attributes.get("resource").getValue()[0].name;

loop through the systemUser records based on that value alone (without the id/entityType) and re set the value of the owner lookup field when a match has been found? meaning name to name.

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