Issue in passing lookup value through parameters in CRM 2013

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  Hi Aamir,

  You can do it by passing the parameters in URL. What you can do is create a new window of Proposal from left hand navigation and get it's URL.

  Set this URL on button click on opportunity.

  ---

  Regards, Saad

  Wednesday, January 21, 2015 6:55 AM
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  May I not set opportunity lookup value in proposal entity through this script?

  Wednesday, January 21, 2015 7:02 AM
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  your way is also correct. but i do it by this way. there are no url errors in my way

  ---

  Regards, Saad

  
  

  • Edited by Mohd Saad Wednesday, January 21, 2015 7:18 AM

  Wednesday, January 21, 2015 7:18 AM
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  Hello,

  You should check following article - https://msdn.microsoft.com/en-us/library/gg334375.aspx#BKMK_SetLookupFieldValues

  In your case you should use something like:

  function setValues()
  {
  var entityId = Xrm.Page.data.entity.getId();
  
   var parameters = {};
   parameters["new_name"] = "ABC";
   parameters["new_opportunity"]= entityId;
   parameters["new_opportunityname"]= "opportunity name";
   // Open the window.
   Xrm.Utility.openEntityForm("new_proposals", null, parameters);
  }

  
  

  ---

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  • Marked as answer by Aamir Hijazi Wednesday, January 21, 2015 8:01 AM

  Wednesday, January 21, 2015 7:32 AM

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  You can use this code

  function setValues()
  {
  var entityId = Xrm.Page.data.entity.getId();
  var topic = Xrm.Page.data.entity.attributes.get("name").getValue();
  
   var parameters = {};
   parameters["new_name"] = "ABC";
   parameters["new_opportunity"]= entityId;
    parameters["new_opportunityname"] = topic;
  // parameters["new_opportunitytype"] = "opportunity";
  
   // Open the window.
   Xrm.Utility.openEntityForm("new_proposal", null, parameters);
  }

  
  

  ---

  Regards, Saad

  • Marked as answer by Aamir Hijazi Wednesday, January 21, 2015 8:01 AM

  Wednesday, January 21, 2015 7:41 AM
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  There is a tricky part in this approach. I had the same problem last week.

  • if your lookup field is a built in field on the entity (for example: parentcustomerid on Contact form), you have to specify the type (as it is possible a built in lookup field can have multiple types (think of owner -> Team/User).

  function setValues()
  {
  var entityId = Xrm.Page.data.entity.getId();
  
  var id= "<Guid here>";
  var name= "name of opportunity";
  var type = "opportunity"
  
   var parameters = {};
   parameters["new_name"] = "ABC";
  //regardingopportunity = lookup field name
   parameters["regardingopportunity"] = id;
  //just add "name to lookup field name
   parameters["regardingopportunityname"]= name;
  //Opportunity.logicalName = "opportunity"
  parameters["regardingopportunitytype"]= type;
  
   // Open the window.
   Xrm.Utility.openEntityForm("new_proposals", null, parameters);
  }

  • if your lookup field is a custom field you created (prefix_) you don't have to specify a type.

  function setValues()
  {
  var entityId = Xrm.Page.data.entity.getId();
  
  var id= "<Guid here>";
  var name= "name of opportunity";
  
   var parameters = {};
   parameters["new_name"] = "ABC";
  //new_opportunity = lookup field name
   parameters["new_opportunity"] = id;
  //just add "name to lookup field name
   parameters["new_opportunityname"]= name;
  
   // Open the window.
   Xrm.Utility.openEntityForm("new_proposals", null, parameters);
  }

  Not saying above answers aren't correct. Hope this helps.

  Kind regards

  Wednesday, January 21, 2015 8:21 AM