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CRM 4 - Default value for Lookup fields

Answered CRM 4 - Default value for Lookup fields

  • Monday, March 24, 2008 8:13 AM
     
     
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    We have added Account & Contact Lookup fields in "Activity" form. What we have to do is
    1. User must select an Account from "Account" Lookup field.
    2. Based on the user selection "Contacts" (only the contacts related to selected account) should be listed in "Contact" lookup field.
    3. By default "Primary Contact" or the first "Contact" should be selected automatically.

    We were able to achive the first 2 points but regarding setting default value for "Contacts" lookup field, we have no clues... We tried lot of possible ways but without any success... Can anyone guide us in this?
     

All Replies

  • Monday, March 24, 2008 9:36 AM
     
     
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    Hi.

     

    The primary contact column is available to you in the account lookup view.

     

    When a user selects an account you can extract the primarycontactid information using the account lookup onafterselect event and assign it the contacts lookup.

     

    Now, the primarycontactid column does not contain the contact guid so I'm using the lookup auto-resolve feature to validate the item.

     

    For example:

     

    function OnCrmPageLoad()

    {    

          crmForm.all.parentaccountid.attachEvent( "onafterselect" , OnAfterAccountSelect );

    }

     

    function OnAfterAccountSelect()

    {

          var contactLookup  = crmForm.all.primarycontactid;

          // Override only if null

          if( contactLookup.DataValue != null )

                return;

          /*

                //OR delete current primary contact value

                contactLookup.DataValue = null;

          */

     

                contactLookup.AutoResolve = 1;

          var   accountLookup  = crmForm.all.parentaccountid;     

                primaryContact = accountLookup.items[0].keyValues.primarycontactid;

                contactLookup.SetFocus();

                contactDiv = document.all.primarycontactid_d.getElementsByTagName("DIV")[0];

                contactDiv.innerText = primaryContact.value;

                contactDiv.blur();

    }

     

    Cheers,

    Adi

     
  • Monday, March 24, 2008 12:00 PM
     
     
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    Hi Adi,

    First-of-all Thanks a lot for the inputs...

    Tried your code after changing a bit and placed it in the form "Activity->Phone Call" under the "OnLoad" event. 

    Form is : Activity -> Phone Call
    Accounts Lookup Field Name : regardingobjectid
    Contacts Lookup Field Name : new_contactid (user lookup field which points to contacts)

    crmForm.all.regardingobjectid.attachEvent("onafterselect", OnAfterAccountSelect);

    function OnAfterAccountSelect()
    {
    var contactLookup = crmForm.all.new_contactid;
    // Override only if null
    if( contactLookup.DataValue != null )
    return;
    contactLookup.AutoResolve = 1;
    var accountLookup = crmForm.all.regardingobjectid;
    primaryContact = accountLookup.items[0].keyValues.primarycontactid;
    alert(primaryContact.id)                     /*Getting error as Undefined*/
    alert(primaryContact.value)                /*displays the primary contact Name*/
    contactLookup.SetFocus();
    contactDiv = document.all.primarycontactid_d.getElementsByTagName("DIV")[0];
    contactDiv.innerText = primaryContact.value;
    contactDiv.blur();
    }

    Also, the default value is not getting displayed in the Contact Lookup field's textbox... Can you please give some more inputs?


     
  • Monday, March 24, 2008 12:15 PM
     
     
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     PrimaryContact does't contain an id attribute.

     It does contain a value <lookup Text> and name <Schema Name> attributes.

     //alert(primaryContact.id)                     <-- Delete this row

     

    Changed the code marked in red bold. it should work now. because you're using the regardingobjectid lookup you should check if the primaryContact is not null.

     

    function OnAfterAccountSelect()
    {
         var contactLookup = crmForm.all.new_contactid;
         

         if( contactLookup.DataValue != null )
             return;
          
         var accountLookup = crmForm.all.regardingobjectid; 
              primaryContact = accountLookup.items[0].keyValues.primarycontactid;

        

         if( primaryContact == undefined )

             return;

     

         contactLookup.AutoResolve = 1;

         contactLookup.SetFocus();
         contactDiv = document.all.new_contactid_d.getElementsByTagName("DIV")[0];
         contactDiv.innerText = primaryContact.value;
         contactDiv.blur();
    }

     

    Cheers,

    Adi

     
  • Tuesday, March 25, 2008 5:48 AM
     
     
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    Hi Adi,

    Thanks for the reply....

    Now, contact name is getting displayed in the textbox... But it seems that the AutoResolve is not working properly... Only the Contact name is getting applied in the textbox, OID is not getting updated for the relavent Contact ID.
     
  • Tuesday, March 25, 2008 4:21 PM
     
     
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    Hi.

     

    Added a new contact ( 1 : N ) relation to appointment > Added the lookup to the appointment form > Added the script to the onload event > works like a charm.

     

    Witch activity form are you using?

    Try to step through the code in debug mode.

     

    function OnCrmPageLoad()
    {    
    crmForm.all.regardingobjectid.attachEvent("onafterselect", OnAfterAccountSelect);
    }


    function OnAfterAccountSelect()
    {
         debugger;
         var contactLookup = crmForm.all.new_contactid;
        

         if( contactLookup.DataValue != null )
             return;
         
         var accountLookup = crmForm.all.regardingobjectid;
              primaryContact = accountLookup.items[0].keyValues.primarycontactid;

         if( primaryContact == undefined )
             return;

         contactLookup.AutoResolve = 1;

         contactLookup.SetFocus();
         contactDiv = document.all.new_contactid_d.getElementsByTagName("DIV")[0];
         contactDiv.innerText = primaryContact.value;
         contactDiv.blur();
    }

     

    OnCrmPageLoad(); 

     

    Cheers,

    Adi

     

     
  • Thursday, March 27, 2008 11:27 PM
     
     
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    Hi Adi,

    Thanks a lot for the reply & sorry for the delay...

    We are customizing the "Phone Call" form (NOTE: Not Activity form) just because for the time being we are customizing the phone call activities alone.

    Not sure whether this is the problem, as the option to create "1-to-Many Relationship" is not getting displayed in "Phone Call" form we have created "Many-to-1 Relationship". 
    Relationship definition as mentioned below
    Primary Entity : Contact
    Related Entity : Phone Call
    Name : new_contact_phonecall
    Display Name : Contact
    Type : lookup
    Name : new_contactid
    Requirement Level : Business Recommended
    Display Option : Do not Display
    Type of Behaviour : Referential

    Lookup information as mentioned below
    Display Name : Contact
    Type : lookup
    Name : new_contactid
    Requirement Level : Business Recommended
    Searchable : Yes

    As per your suggession we have added the below code on "OnLoad" event of the "Phone Call" Form.

    Code added on "Phone Call" form "OnLoad" event
    //To attach an event that triggers after selecting the Account
    crmForm.all.regardingobjectid.attachEvent("onafterselect", OnAfterAccountSelect);

    function OnAfterAccountSelect()
    {
    //To activate debugger  --TODO: Remove the below line before deploying
    debugger;

    var contactLookup = crmForm.all.new_contactid;
    if (contactLookup.DataValue != null)
       contactLookup.DataValue = null;

    var accountLookup = crmForm.all.regardingobjectid;
    primaryContact = accountLookup.items[0].keyValues.primarycontactid;
    if (primaryContact == undefined)
       return;

    //To autoresolve the Contact ID based on the default value
    contactLookup.AutoResolve = 1;

    //To display the primary contact for the selected account
    contactLookup.SetFocus();
    contactDiv = document.all.new_contactid_d.getElementsByTagName("DIV")[0];
    contactDiv.innerText = primaryContact.value;
    contactDiv.blur();

    //As blur event of Contact field is not getting triggered automatically, forcing the system to triger by changing the focus back to account
    accountLookup.SetFocus();
    }

    As like I said earlier, we are not getting any errors while debugging/running... The only issue is AutoResolve is not working... The "Contact" name is getting displayed in the "Contact Id" field as plain text (without the link & icon).

    Please let me know if I need to explain more about the settings we have in our CRM Server.
     
  • Friday, March 28, 2008 12:33 AM
     
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    Hi.

     

    Try it now...

     

    crmForm.all.regardingobjectid.attachEvent("onafterselect", OnAfterAccountSelect);

    function OnAfterAccountSelect()
    {
        var contactLookup = crmForm.all.new_contactid;
        if (contactLookup.DataValue != null)
            contactLookup.DataValue = null;

         var accountLookup = crmForm.all.regardingobjectid;


         primaryContact = accountLookup.items[0].keyValues.primarycontactid;
         if (primaryContact == undefined)
             return;

         contactDiv = document.all.new_contactid_d.getElementsByTagName("DIV")[0];
         contactDiv.innerText  = primaryContact.value;
         contactLookup.Lookup( true , true , primaryContact.value , true );
    }

     

    Cheers,

    Adi

     

     

     

     
  • Friday, March 28, 2008 12:42 AM
     
     
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    Hi Adi,

    Thanks a lot for the code... This is working fine when the user chooses the "Account" manually.

    But, when the form get's loaded for the first time (form type is new) I'm not able to set the default contact... Tried calling the "OnAfterAccountSelect" on the form load (after loading the contacts list in lookup using the FetchXML) but it fails to load... Getting error message as "items.0 is null or not an object"... 

    if(crmForm.FormType == 1)
    {
    //If Account is not empty then load the Contacts
    if (crmForm.all.regardingobjectid != null) {
    crmForm.all.regardingobjectid.FireOnChange();
    }

    //To set the Primary contact as default contact
    OnAfterAccountSelect();
    }

    //To attach an event that triggers after selecting the Account
    crmForm.all.regardingobjectid.attachEvent("onafterselect", OnAfterAccountSelect);
     
    //Set the Primary Contact as default contact
    function OnAfterAccountSelect()
    {
    try
    {
    var contactLookup = crmForm.all.new_contactid;
    if (contactLookup.DataValue != null)
    contactLookup.DataValue = null;

    var accountLookup = crmForm.all.regardingobjectid;
    alert("AL :" + crmForm.all.regardingobjectid);                     //getting alert with the message "AL :[object]"

    primaryContact = accountLookup.items[0].keyValues.primarycontactid;   //Exception occured :'items.0' is null or not an object
    if (primaryContact == undefined)
    return;

    alert("Primary Contact :" + primaryContact.value);

    contactDiv = document.all.new_contactid_d.getElementsByTagName("DIV")[0];
    contactDiv.innerText = primaryContact.value;
    contactLookup.Lookup( true , true , primaryContact.value , true );

    //To assign the phone number of selected account
    crmForm.all.phonenumber.value = accountLookup.items[0].keyValues.telephone1.value;
    }
    catch (ex)
    {
    alert("Exception occured :" + ex.description);
    }
    }




     
  • Friday, March 28, 2008 10:49 AM
     
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    Hi.

     

    The items won't exist unless you open the lookup dialog.

     

    Although you can retrieve additional columns < fill the items array > using the auto resolve feature, this is becoming heavily unsupported.

    I suggest that if the accountLookup.items[0] is null or undefined create an Ajax call to the server with the accountid and retrieve the primarycontactid your self.

     

    Afterwards you can assign the retrieved values to the contact lookup using the traditional syntax e.g.

    contactLookup.DataValue = [ new LookupControlItem( "[ contact guid ]" , 2 , "[ contact name ]" ) ]

     

    Cheers,

    Adi

     

     

     

     
  • Friday, March 28, 2008 11:00 AM
     
     
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    Ok Adi... Thanks a lot... Will try as per your suggestions...
     
  • Thursday, April 03, 2008 10:40 AM
     
     
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    Hi Ajaikumar,

     

    How did you achieve your second point?

    I mean, Based on the Account selected, you displayed the related Contacts. How did you achieve this?

    Even I have a similar requirement but am unable to cross this point itself. Can you please let me know..

    Thank you..

     

     
  • Thursday, April 03, 2008 10:44 AM
     
     
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    Hi.

     

    Here , follow this link... it about filtering lookups in v4.0.

    http://forums.microsoft.com/Dynamics/ShowPost.aspx?PostID=2792222&SiteID=27

     

    Cheers,

    Adi

     

     

     
  • Friday, May 30, 2008 2:50 PM
     
     
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  • Friday, June 25, 2010 3:03 PM
     
     
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    Adi,

    How can I make use of the crm 4 functionality when a user types in a correct name value of the related entity in a lookup and either it finds the closest match or displays the name entered in red with an X icon in javascript (I wish we could put a pic in the blog)? I am thinking it has something to do with the autoresolve functionality but i have not gotten my head around it yet,

    Thanks,

    -Benj