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onload event by owner to change default of picklist

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hello everybody,

I have an issue. I tried to accomplish this with a workflow, but it hasn't seemed to work. My goal is to have a pick list that has three values (Department 1, Department 2, Both) to be selected by who owns the account. I have the default as Department 1 because that is the only department now, using the CRM right now, but the other one will be joining shortly. is there an onload script that can choose a picklist value depending on the owner? the workflow I tried was check condition (if the owner is...) then update record (set department as...) i selected the on record creation and it was set as child workflow and on demand. i am using Dynamics 4.0. any help would be very much appreciated

Friday, February 25, 2011 4:35 PM

Answers

1. Change Picklist name according to your envoirnment.

2. Change Picklist Value according to your envoirnment.

I have made things easier by using user name instead of id. Put this code onload event and publish customization:-

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\">" + 
GenerateAuthenticationHeader() +
" <soap:Body>" + 
" <RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" + 
" <query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" + 
" <q1:EntityName>systemuser</q1:EntityName>" + 
" <q1:ColumnSet xsi:type=\"q1:ColumnSet\">" + 
" <q1:Attributes>" + 
" <q1:Attribute>businessunitid</q1:Attribute>" + 
" <q1:Attribute>fullname</q1:Attribute>" + 
" <q1:Attribute>systemuserid</q1:Attribute>" + 
" </q1:Attributes>" + 
" </q1:ColumnSet>" + 
" <q1:Distinct>false</q1:Distinct>" + 
" <q1:Criteria>" + 
" <q1:FilterOperator>And</q1:FilterOperator>" + 
" <q1:Conditions>" + 
" <q1:Condition>" + 
" <q1:AttributeName>systemuserid</q1:AttributeName>" + 
" <q1:Operator>EqualUserId</q1:Operator>" + 
" </q1:Condition>" + 
" </q1:Conditions>" + 
" </q1:Criteria>" + 
" </query>" + 
" </RetrieveMultiple>" + 
" </soap:Body>" + 
"</soap:Envelope>" + 
"";

var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);

var resultXml = xmlHttpRequest.responseXML;
var entityNode = resultXml.selectSingleNode("//RetrieveMultipleResult/BusinessEntities/BusinessEntity");

var fullNameNode = entityNode.selectSingleNode("q1:fullname");
var fullname = (fullNameNode == null) ? null : fullNameNode.text; 

alert(fullname);

var Picklist=crmForm.all.accountcategorycode; // Change Picklist Schema name here

if (fullname == 'CRM Admin')
{
 Picklist.DeleteOption( 200000); //remove option with value 200000
 }
else if (fullname == 'Faisal Fiaz')
{
 Picklist.DeleteOption( 200004); //remove option with value 200004
 }

Regards Faisal

Marked as answer by DavidJennawayMVP, Moderator Wednesday, May 11, 2011 12:31 PM

Tuesday, March 1, 2011 10:59 AM

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If you use business unit than it would be easy however it is also possible with the user:-

http://mahenderpal.wordpress.com/2010/08/30/remove-picklist-option-based-on-security-roles/

Regards Faisal

Friday, February 25, 2011 4:50 PM
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Create a Picklist in system user with values Department1, Department2, Both and use the ajax query to retrieve the owner information in Onload and set the value for picklist.

Regards Vinoth.
- Proposed as answer by Vnothkumar Saturday, February 26, 2011 2:52 AM
Saturday, February 26, 2011 2:52 AM
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how would i go about doing that?

Monday, February 28, 2011 6:45 PM

hi Jacob

1) Create a Picklist in SystemUser as Department with Values Department1, Department2, Both.

2)Create the same picklist in entity you want Display

var userId = crmForm.all.ownerid.DataValue[0].id;
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>systemuser</entityName>" +
"<id>" + userId + "</id>" +
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>" +
"<q1:Attributes>" +
"<q1:Attribute>new_department</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);
 
var resultXml = xHReq.responseXML;
var value = resultXml.selectSingleNode("//q1:new_department").nodeTypedValue;


//To Set Department based on Owner
crmForm.all.new_department.DataValue = value;

note: Change the schema name as per your requirement.

Regards,

Vinoth

Proposed as answer by Vnothkumar Tuesday, March 1, 2011 5:28 AM

Tuesday, March 1, 2011 3:42 AM