/*
Installation:
Add this script to onLoad event of the child entity.
Description:
This method will set the Geographic State of child activity(SHC) based on the Opportunity.
*/
// state of SHC
SetState();
// state of SHC function SetState()
function SetState()
{
var StateField = document.crmForm.all.ssa_state;
if (StateField.DataValue == null)
{
var opportunity= new Array();
opportunity = null;
opportunity = crmForm.all.regardingobjectid.DataValue;
//alert (opportunity[0].name);
//alert (opportunity[0].id);
if (opportunity!= null)
{
var opportunityid =opportunity[0].id;
var typeName = opportunity[0].typename;
var State = GetState(opportunityid, typeName);
if (State != null)
{
StateField.DataValue = State;
}
}
}
}
// Method to find the a state for a record
function GetState(opportunityid, typeName)
{
// Define URL to CRM API service
var serverUrl = "/MSCrmServices/2007/CrmService.asmx";
// Set up XMLHTTP request
var xmlhttp = new ActiveXObject("Microsoft.XMLHTTP");
xmlhttp.open("POST", serverUrl, false);
xmlhttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8")
// Specify correct SOAP action in the header
xmlhttp.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Retrieve")
// Define the retrieve message
var message =
[
"<?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>",
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>",
"<entityName>",
typeName,
"</entityName>",
"<id>",
opportunityid,
"</id>",
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>",
"<q1:Attributes><q1:Attribute>ssa_statelist</q1:Attribute></q1:Attributes>",
"</columnSet>",
"</Retrieve>",
"</soap:Body>",
"</soap:Envelope>"
].join("");
// Submit to the CRM API web service and receive a response
xmlhttp.send(message);
var result = xmlhttp.responseXML.xml;
// Create a new DOM document and load the response XML
var doc = new ActiveXObject("MSXML2.DOMDocument");
doc.async = false;
doc.loadXML(result);
// Return the q1:ssa_statelist node
var statelistNode = doc.selectSingleNode("//q1:ssa_statelist");
if( statelistNode != null )
{
// If the node exists, return its value
return statelistNode.text;
}
else
{
return null;
}
}
Update picklist via workflow from related record
the script I pasted all goes in the child onLoad. I used it to populate an activity geographic
state picklist from the parent opportunity because of timezone issues when our national call center creates appoinments in other states as the contacts don't have a timezone recorded. 