Wednesday, February 13, 2013 3:15 AM
Can anyone tell how I can detect what type of entity form launched an entity look-up from.
Any help would be much appreciated
- Edited by AndyMaySimpl Wednesday, February 13, 2013 6:25 PM
Wednesday, February 13, 2013 5:24 AMModerator
Not sure if I understand your question correctly, do you want to check entity name for the lookup ?? if yes you can just use typename property of lookup field like below:
Wednesday, February 13, 2013 6:40 PM
Thanks for that,
No sorry, not the entity being looked up, the entity that the lookup was called from,
For Example if I had an account record open and clicked the contact lookup for the primary contact, and in the "Look Up Records" form I click new, I need to
find out what the entity I started from was, in the example it would be account, but in the Create Form for the contact how can I tell that the look up was an
account, not a lead or an opportunity.
Obviously I have used out of the box entities in my example because in my case I am looking up a contact from a custom entity, but I need to have different mandatory
fields on the contact dependant on which entity the contact is being looked up from, or more specifically which entity the new contact is being created from.
Hope that makes sense.
- Edited by AndyMaySimpl Wednesday, February 13, 2013 6:42 PM
Wednesday, February 13, 2013 10:16 PM
That sounds interesting?
I was just talking to a collegue, who is a web developer, he suggested using cookies, is that going to work in CRM?
Thursday, February 14, 2013 2:54 AMModeratorCookies would work, indeed. I've even had success in catching a cookie set by the browser, back at the Plugin. Again, they're well within unsupported territory, and certainly not the most elegant solution, but certainly viable.
- Marked As Answer by AndyMaySimpl Tuesday, March 05, 2013 12:40 AM