Retrieve the phone number from the account entity to contact entity

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Posted on by Amritha

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Retrieve the phone number from the account entity to contact entity , when the company name is selected from the lookup, can any one rectify the error in the program below.

function getRecordDetails() {

var EntityName, EntityId, LookupFieldObject;

var Name = "";

var resultXml;

LookupFieldObject = Xrm.Page.data.entity.attributes.get('parentaccountid');

if (LookupFieldObject.getValue() != null) {

EntityId = LookupFieldObject.getValue()[0].id;

EntityName = LookupFieldObject.getValue()[0].entityType;

resultXml = getDetails(EntityName, EntityId);

// Retrieve text field value and set the value to current record field.

if (resultXml != null && resultXml.attributes['new_telephone1'] != null) {

var industrydetail = resultXml.attributes['new_telephone1'].value;

Xrm.Page.data.entity.attributes.get('new_mobilephone').setValue(industrydetail);

}

else

Xrm.Page.data.entity.attributes.get('new_mobilephone').setValue("");

}

function getDetails(EntityName, EntityId) {

var cols = ["new_telephone1","primarycontactid"];

var retrievedResult = XrmServiceToolkit.Soap.Retrieve(EntityName, EntityId, cols);

return retrievedResult;

}

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Hosk on at

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Do you get an error? What happens when it's run

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Bob Hatcher on at

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What's the error?

The F12 debugger is great. Click the bug on the left side, find your function and set a breakpoint. Then walk through it step by step.

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Community Member on at

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Hi Sruthi,

Please see attached javascript example based on the out of box CRM 2013 organisation customization.

Hope it helps.

Regards,

Jacqui

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Amritha 385 on at

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Error: null is null or not an object

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Amritha 385 on at

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adding this functions within form properties, so i wont be able to debugg.

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Community Member on at

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See the updated JS attached below. I've made mirror changes and have tested - it works with my out of box organisation.

Cheers,

Jacqui

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Royal King 27,686 on at

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Rather than doing it using javascript create a real-time workflow to populate the phone number from account to contact on change of the parent account.

You can use REST builder tool to generate all REST javascript function from below url rather writing it yourself.

https://crmrestbuilder.codeplex.com/

Here is the javascript function that retrieves parent customer Phone number. Replace the select field name with whatever fields you want to retrieve from account entity. Field names should be Schema Names of the fields

function getAccountPhoneNumber()
{
var customerid= Xrm.Page.getAttribute("parentcustomerid").getValue();
if( customerid != null && customerid[0].id)
{
var req = new XMLHttpRequest();
req.open("GET", encodeURI(Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'"+customerid[0].id+"')?$select=Address1_Telephone1,Address1_Telephone2,Address1_Telephone3,Telephone1,Telephone2,Telephone3&$expand=equipment_accounts"), false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(req.responseText).d;
var Address1_Telephone1 = result.Address1_Telephone1;
var Address1_Telephone2 = result.Address1_Telephone2;
var Address1_Telephone3 = result.Address1_Telephone3;
var Telephone1 = result.Telephone1;
var Telephone2 = result.Telephone2;
var Telephone3 = result.Telephone3;
}
else {
alert(this.statusText);
}
}
};
req.send();
}
}

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Amritha 385 on at

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Hi Chitra , thank you.....

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