You can make them appear in list views out of the box but to make them appear on a detail form, you'll need jscript. So here is my code for a contract line which on the lookup to a product, brings in a custom field (new_supportvalue) from the product record. It is basically SDK code stiched together with a little bit of error capturing. hope it helps:
// Get the lookup for the productid attribute on the contract line form.
lookupItem = crmForm.all.productid.DataValue;
//if (lookupItem[0] != null)
if (lookupItem != null)
{
// Display the GUID of the lookup.
// alert(lookupItem[0].id);
var productid = lookupItem[0].id;
// Prepare variables for a product to retrieve.
var authenticationHeader = GenerateAuthenticationHeader();
// Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>"+
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
authenticationHeader+
"<soap:Body>"+
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<entityName>product</entityName>"+
"<id>"+productid+"</id>"+
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+
"<q1:Attributes>"+
"<q1:Attribute>new_supportvalue</q1:Attribute>"+
"</q1:Attributes>"+
"</columnSet>"+
"</Retrieve>"+
"</soap:Body>"+
"</soap:Envelope>";
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Retrieve");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result.
var resultXml = xHReq.responseXML;
// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0)
{
var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
alert(msg);
}
// Display the retrieved value.
else
{
if (resultXml.selectSingleNode("//q1:new_supportvalue") != null)
{
var supportvaluenode = resultXml.selectSingleNode("//q1:new_supportvalue");
var parsedsv = parseFloat(supportvaluenode.nodeTypedValue);
crmForm.all.price.DataValue = parsedsv;
}
else
{
crmForm.all.price.DataValue = null;
}
}
}
else
{
crmForm.all.price.DataValue = null;
}
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
