activity to opportunity: Is there a way to block Contact related opportunities?

All replies

• 

  

  0

  Sign in to vote

  Hi,

  I think you need to apply your validation on opportunity instead of activity, for example you in opportunity create you can check parent form it is related to activity, then you can check regardingobjectid if it is contact type fetch it's parent account and set it there.

  you can try to access parent entity on opportunity on load using : window.parent.opener.Xrm.Page.data.entity

  or may be simply you can check in opportunity create directly if parent customer is contact, fetch it's account and set it.

  HTH

  ---

  Mahain : Check My Blog
  Follow me on Twitter
  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  Friday, April 27, 2012 8:53 AM

  Moderator
• 

  

  0

  Sign in to vote

  Mahender,

  Thank you for the heads up. I reckon this would be oData. Am I correct? :)

  ---

  MCC, MCT, MCP, MCTS
  If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

  Friday, April 27, 2012 9:03 AM
• 

  

  0

  Sign in to vote

  Hi,

  yes if you want to get parent account for selected contact you can use oData.

  ---

  Mahain : Check My Blog
  Follow me on Twitter
  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  Friday, April 27, 2012 9:15 AM

  Moderator
• 

  

  0

  Sign in to vote

  Hi Mahender,

  Thanks for the head's up.

  How could I, however, make sure that this only happens if the value in the Potential Customer field is a Contact?

  I don't want this script to load if the Potential Customer field is already an Account.

  any ideas?

  Cheers,

  P.

  ---

  MCC, MCT, MCP, MCTS
  If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

  Friday, April 27, 2012 9:52 AM
• 

  

  1

  Sign in to vote

  Hi,

  you need to check for typename , which will tell you if Potential customer is a account or contact, so just run your code only when contact

  so it should be something like

  if(Xrm.Page.getAttribute("customerid").getValue()!=null)

  {

  if(Xrm.Page.getAttribute("customerid").getValue()[0].typename=="contact")

  {

  //your code

  }

  }

  HTH

  ---

  Mahain : Check My Blog
  Follow me on Twitter
  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  Friday, April 27, 2012 10:01 AM

  Moderator
• 

  

  0

  Sign in to vote

  Hi Mahender,

  So far do good. I am just having a little bit of difficulty with the oData. Perhaps you could give me a hand?

  I need to get the GUID of the contact currently in the customerid field, then I must pull the GUID of the parent customer for it, then push this GUID into the customerid field.

  Is that correct? Any ideas how would that query be?

  Sorry for the "noob" question but I am totallynew to oData :)

  Cheers,

  P.

  ---

  MCC, MCT, MCP, MCTS
  If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

  Friday, April 27, 2012 4:04 PM
• 

  

  1

  Sign in to vote

  you need to follow below steps

  1. First read contact guid from customer field like below

  if(Xrm.Page.getAttribute("customerid").getValue()!=null)

  var ID=Xrm.Page.getAttribute("customerid").getValue()[0].id;

  2. use need to do retrieve call to get parentid, just like you did  in your last script 

  var filter = "/ContactSet?$filter=ParentCustomerId/Id eq guid'" + ID + "'"; //Edit : we need to use schema name
  3. once you got parentcustomerid you can set lookup like below

  var lookup = new Object();
         
  var lookupValue = new Array();

  lookup.id=<<GUID>>; guid of the parentcustomerid    
       
  lookup.entityType ="account";
         
  lookup.name =<<name of account>>;
  lookupValue[0] = lookup;
         
  Xrm.Page.getAttribute("customerid").setValue(lookupValue);

  I hope you should be able to do it now.

  let us know if you need any other infor on this.

  ---

  Mahain : Check My Blog
  Follow me on Twitter
  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  
  

  • Proposed as answer by HIMBAPModerator Friday, April 27, 2012 4:32 PM
  • Edited by HIMBAPModerator Monday, April 30, 2012 3:07 PM

  Friday, April 27, 2012 4:32 PM

  Moderator
• 

  

  0

  Sign in to vote

  Mahender,

  Thanks for the help. will try this one on Monday and let you know :)

  ---

  MCC, MCT, MCP, MCTS
  If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

  Friday, April 27, 2012 6:10 PM
• 

  

  0

  Sign in to vote

  Hi mahender,

  I am having a look on the example you sent me, but I am not sure on how to get the GUID from the parent account. Here is the code I have so far. Perhaps you could give me a hand when you get the chance?

  function setOpAccountPerContact() {
  
  	var CRM_FORM_TYPE = Xrm.Page.ui.getFormType();
  	if (CRM_FORM_TYPE != 2) { return; }
    
  	if(Xrm.Page.getAttribute("customerid").getValue()!=null) {
  		if(Xrm.Page.getAttribute("customerid").getValue()[0].typename=="contact") {
  		alert ("this op is bound to a contact");
  		
  		var idCustomer = Xrm.Page.getAttribute("customerid").getValue()[0].id;
  		
  		var retrieveRecordsReq = new XMLHttpRequest();
  		var ODataPath = Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc";
  		var filter = "/ContactSet?$filter=parentcustomerid/Id eq guid'" + idCustomer + "'";
  		
  		// Not sure how to proceed from here. How csn I get the GUID for the parent account?
  		retrieveRecordsReq.open('GET', ODataPath+filter, false);
  		retrieveRecordsReq.setRequestHeader("Accept", "application/json");
  		retrieveRecordsReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
  		retrieveRecordsReq.send(null);
  		var records = this.parent.JSON.parse(retrieveRecordsReq.responseText).d;
  		
  		}
  	
  	}
  }

  
  

  Thanks for the help!

  Cheers,
  P. 

  ---

  MCC, MCT, MCP, MCTS
  If you find this post helpful then please "Vote as Helpful". If I helped you with an answer to a question then please "Mark As Answer".

  Monday, April 30, 2012 12:59 PM
• 

  

  0

  Sign in to vote

  Just answered here http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/f55aff09-39ef-4370-bbd6-f7a5d0b14a04

  make sure to close thread if you got your answer.

  ---

  Mahain : Check My Blog
  Follow me on Twitter
  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  
  

  • Edited by HIMBAPModerator Monday, April 30, 2012 3:07 PM
  • Marked as answer by pmdci Tuesday, May 15, 2012 10:27 AM

  Monday, April 30, 2012 2:49 PM

  Moderator