Use Javascript to set a lookup based on matching fields

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Thursday, November 15, 2012 9:50 PM

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I have two entities, A and B, each of which have fields x and y. When x and y are filled in on a new record of type A, I would like a lookup field z to be filled in with the value for a preexisting record of type B (matched by x and y). There should only be one match (or possibly no matches). How can this be accomplished with javascript?
- Edited by CRMuser123 Friday, November 16, 2012 1:46 AM
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Friday, November 16, 2012 12:53 AM

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You might be able to do this using workflows and the onchange of certain fields. You can definitely do this if the other entity is a lookup entity.

I have to say your description of the problem is confusing.

You might be better doing this as a plugin rather than javascript
Ben Hosking
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Friday, November 16, 2012 1:00 AM

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I have to say your description of the problem is confusing.

Please let me know how my description could be made any clearer.
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Friday, November 16, 2012 1:05 AM

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ok, what are you trying to accomplish

You have entity A which is created with fields x and y. Then for some reason you seem to want a lookup of entity B on the entity A form with the same field values?

is entity b newly created?

it sounds like you could have a workflow which gets triggered and creates entity b and assigns to the lookup

Ben Hosking
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Friday, November 16, 2012 1:45 AM

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ok, what are you trying to accomplish

You have entity A which is created with fields x and y. Then for some reason you seem to want a lookup of entity B on the entity A form with the same field values?

is entity b newly created?

it sounds like you could have a workflow which gets triggered and creates entity b and assigns to the lookup

OK, I see. Entity B already exists. I simply want to find a B record that matches (based on x and y) and insert it into the lookup field. There will only be one match, or no matches. Is there no way to do this with javascript?
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Friday, November 16, 2012 4:51 AM

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hi CRMuser,

As per my understanding, you can achieve this using javascript.

Using soap you can retrieve the X and Y values of B entity. And iterate to check all the values with the X and Y values of A entity.

if both matches, then grab the Guid of that particular B entity record.

so, if u have guid of the B entity record, you can fill the A entity lookup field using java script.

Thanks and Regards,

------------------------------------------------

Mark as answer, if this reply helps you
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Friday, November 16, 2012 9:27 AM

ahhh right I understand

Yes you can do this and I would say the best way to achieve this is to us OData

this will help you getting started

https://crmbusiness.wordpress.com/2012/04/30/crm-2011-getting-started-with-odata/

on this page it shows an example of selecting a user based on some details

https://crmbusiness.wordpress.com/2012/03/21/crm-2011-setting-a-user-lookup-with-the-logged-in-user-with-javascript/

function Getinfo() {
 var context;
 var serverUrl;
 var UserID;
 var ODataPath;
 context = Xrm.Page.context;
 serverUrl = context.getServerUrl();
 UserID = context.getUserId();
 ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
 var retrieveUserReq = new XMLHttpRequest();
 retrieveUserReq.open("GET", ODataPath + "/SystemUserSet(guid'" + UserID + "')", true);
 retrieveUserReq.setRequestHeader("Accept", "application/json");
 retrieveUserReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
 retrieveUserReq.onreadystatechange = function () {
 retrieveUserReqCallBack(this);
 };
 retrieveUserReq.send();

}

function retrieveUserReqCallBack(retrieveUserReq) {
if (retrieveUserReq.readyState == 4 /* complete */) {

if (retrieveUserReq.status == 200) {
 var retrievedUser = this.parent.JSON.parse(retrieveUserReq.responseText).d;
 if (retrievedUser.FullName != null)

var setUservalue = new Array();
 setUservalue[0] = new Object();
 setUservalue[0].id = Xrm.Page.context.getUserId();
 setUservalue[0].entityType = 'systemuser';
 setUservalue[0].name = retrievedUser.FullName;

Xrm.Page.getAttribute("meta_aurarrangedby").setValue(setUservalue)
 }

else {

 }
 }
}