Hi Fareeha,
To achieve the above you have to create 3 hidden fields
new_lookuptype - to save lookup type
new_lookupid - to save lookup guid
new_lookupname - to save lookup name.
Next write 3 jscript function
//function to handle OnLoad event on task form.
function recipientOnLoad() {
var constLookupImage = '/_imgs/ico_16_1.gif:/_imgs/ico_16_2.gif:/_imgs/ico_16_8.gif';
var constLookupNames = 'account:1:Account,contact:2:Contact';
var constLookupType = '1,2';
var savedId = Xrm.Page.getAttribute("new_lookupid").getValue();
var savedType = Xrm.Page.getAttribute("new_lookuptype").getValue();
var savedName = Xrm.Page.getAttribute("new_lookupname").getValue();
var savedEntityName = savedType == "1" ? "account" : "contact"; //checking if the saved name is contact/account
document.getElementById("new_recipient").setAttribute("lookuptypes", constLookupType); //Setting the lookup type
document.getElementById("new_recipient").setAttribute("lookuptypenames", constLookupNames); //Setting the lookup name
document.getElementById("new_recipient").setAttribute("lookuptypeIcons", constLookupImage); //Setting the lookup icon
document.getElementById("new_recipient").setAttribute("defaulttype", "2"); // default type - Account entity
var recipient = Xrm.Page.getAttribute("new_recipient").getValue();
//If no value is present in the main lookup
if (IsNull(recipient) && !IsNull(savedId)) {
var value = new Array();
value[0] = new Object();
value[0].displayClass = "ms-crm-Lookup-Item";
value[0].keyValues = new Object();
value[0].values = new Object();
value[0].onclick = "openlui()";
value[0].id = savedId;
value[0].entityType = savedEntityName;
value[0].typename = savedEntityName;
value[0].name = savedName;
value[0].type = savedType;
Xrm.Page.getAttribute("new_recipient").setValue(value);
}
}
//function to handle OnChange event on lookup.
function recipientOnChange() {
var recipient = Xrm.Page.getAttribute("new_recipient").getValue();
if (IsNull(recipient) || recipient[0].type == "2") {
// Lookup is null or there is a Lead, need to clear hidden fields. To clear one of them will be enough, we will be check this field during onload.
Xrm.Page.getAttribute("new_lookupid").setValue(null);
}
else {
// Lookup contains Contact or User, so need to store lookup properties to our hidden fields.
Xrm.Page.getAttribute("new_lookuptype").setValue(recipient[0].type);
Xrm.Page.getAttribute("new_lookupid").setValue(recipient[0].id);
Xrm.Page.getAttribute("new_lookupname").setValue(recipient[0].name);
}
}
//function to handle OnSave event on task form.
function recipientOnSave() {
var recipient = Xrm.Page.getAttribute("new_recipient").getValue();
if (!IsNull(recipient) && recipient[0].type != '2') {
Xrm.Page.getAttribute("new_recipient").setValue(null);
}
}
Try the above and let us know your views.
Thanks and Regards. Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.
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