Tag Archives: Set lookup value in CRM

Get lookup value from other entity and set it on the form using Web API in Microsoft Dynamics CRM 2016

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In this blog i am going to show you , how you can retrieve a lookup value from other entity in CRM 2016 using web api and set it on the form.

we know how its done in Odata but its time for some Web API action.

let see how its done here 🙂

function yourFunctionName() {

var lookup= Xrm.Page.getAttribute("fieldname").getValue();  //you will get the id with exxtra double quotes or square brackets by doing get value hence you to make it readable by CRM , you must slice it. i have use the below method:
var newid = lookup[0].id.slice(1, -1);  // you will get perfect id like "EDCJDKDJDKJDJDKJDJKD" here.
var req = new XMLHttpRequest(); //once you have the id , you have frame to make a webapi GET call by proving the newid we got.

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/entitypluralname(" + newid + ")?$select=_prefix_fieldname_value", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response); // you will get the retrieved value in object we stored in result var.
var retrivedvalue= result._prefix_fieldname_value; //get the id of the field
var retrivedformatedvalue= result["_prefix_fieldname_value@OData.Community.Display.V1.FormattedValue"]; //get the formatted name of the field
if (retrivedvalue!= null) {
var value = new Array();
value[0] = new Object();
value[0].id = retrivedvalue;
value[0].name = retrivedformatedvalue;
value[0].entityType = "entityname";
Xrm.Page.getAttribute("fieldname").setValue(value); //set the lookup value finally
}
else
alert("some textt!!!!!!") // optional
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();

you can call this function on change of the field.

i hope this helps!!  🙂

cheers

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how to retrieve lookup value and set it on another lookup field in Dynamics CRM 2016 Javascript

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In this blog i am going to show how you can retrieve a lookup value and set it.

for e.g if you need to set one contact which in a regarding field on an activity to another contact field.

use the below simple JavaScript:

function yourFunctionName()

var lookup = new Array();  // create a new array
lookup = Xrm.Page.getAttribute("regardingobjectid").getValue(); // get field value
if (lookup != null) 
{
var name = lookup[0].name; // get the name of the record
var id = lookup[0].id; // get the  id of the record
var entityType = lookup[0].entityType; // get the entitytype
now we have retrieved all information that we needed ; its time we set it 🙂

if (entityType == "contact")
{ // ignore this step if its not a multilookup field
var value = new Array(); //create a new object array
value[0] = new Object();
value[0].id = id; // set ID to ID
value[0].name = name; //set name to name
value[0].entityType = "contact"; //optional
Xrm.Page.getAttribute("from").setValue(value); //set the value.
}
}
}
}

Call this function on Onload of the required form.

hope it helps !!

cheers