Jason/Shank,
I got a little tied up and having been able to write a blog post about this but I pulled the sample code together that demonstrates how to update a field on a Child Contact from the Parent OnSave Event. I updated a simple string value (Telephone 1),
but you can update more complex types like Lookups/Option Sets etc. For an option set in REST you would say Contact.OptionSet.Value = 1 when setting the value.
The script does require the JSON2.js Library file which can be accessed from the SDK Download for CRM 2011. This .js file has to be included in the script libraries for your main phone. Now, I haven't tested this code out so there may be a bug
but not anything major since it came from code snippets I use reguarly. I've commented a bunch of it so I hope this helps out.
// JScript source code
//Requires JSON2.js library -- Can be grabbed from the CRM 2011 SDK Download -- samplecode\js\restendpoint\javascriptrestdataoperations\javascriptrestdataoperations\scripts
// Sample Code to Retrieve Child Contacts for an Account
// Then Update the Children
//Filed_OnSave represents the Save of the form
//This will trigger our JScript if the field we are watching is dirty
function Form_OnSave() {
if ((Xrm.Page.getAttribute("telephone1").getIsDirty()) && (Xrm.Page.ui.getFormType() == 2)) {
//Field has been changed
//Call JScript Function
Account_RetrieveChildContacts(Xrm.Page.data.entity.getId());
}
}
//This function will retrieve our Contact Objects
function Account_RetrieveChildContacts(accountid) {
var req = new XMLHttpRequest();
//This is a CRM 2011 REST Query that is retrieving the ContactId where Parent Customer = This Account and Contact is Active
req.open("GET",Xrm.Page.context.getServerUrl() + "/xrmservices/2011/OrganizationData.svc/ContactSet?$select=ContactId&$filter=ParentCustomerId/Id eq guid'" + accountid + "' and StateCode/Value eq 0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
//Determines what execute to function the request is sent and being processed
req.onreadystatechange = function () { RetrieveChildContactsCallback(this); };
req.send();
}
//Processes the Result Set
function RetrieveChildContactsCallback(_retrieve) {
if (_retrieve.readyState == 4) {
if (_retrieve.status == 200) {
//Using JSON to parse the XML into Object Notation, much easier than parsing XML
var _contacts = JSON.parse(_retrieve.responseText).d;
//Makes sure there is at least 1
//Probably a better way to do it but this is how I typically do it
if (_contacts.results[0] != null) {
//Loop the Result Set
for (var x in _contacts.results) {
//Get the Contact GUID
var _id = _contacts.results[x].ContactId;
//Set New Object
//Assign Value
//CAll Update Method
var _obj = {};
_obj.Telephone1 = Xrm.Page.getAttribute("telephone1").getValue();
UpdateChildContact(_id, _obj);
}
}
else {
}
}
}
}
//REST Update Function
function UpdateChildContact(id, object) {
var req = new XMLHttpRequest();
//THe message name is "POST" rather than "GET" since we want to post a change
//This tells us what entity and what the GUID is of the record to update
req.open("POST", Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc/ContactSet(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
//Method is different here as well as we are merging the changes in
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
//Success Handler
}
else {
//Error Handling
}
}
};
//This actually takes your JScript object record for hte contact and converts it
//so that it can be read/processed by the REST End POint
req.send(JSON.stringify(object));
}
Let me know if you run into any issues or have additional questions!
Thanks,
Jeremy
How to update value in child entity?
