I had a task today to open a new task form with the Regarding field prefilled. Based on the SDK description, I tried to use following code to accomplish my task:
var params = {
regardingobjectid: referenced record id,
regardingobjectidtype: referenced record type name,
regardingobjectidname: referenced record display name
};
Xrm.Utility.openEntityForm("task", null, params);
Unfortunately, this code failed. I looked for some explanation and found it in the SDK in the same article I mentioned before. The answer was that it is impossible to set values for partylists and regarding lookups.
I knew that this feature worked for the out of box buttons so, I rechecked the URL for activities created with OOB buttons and reworked the code to the following, which worked without issues:
var params = {
pId: referenced record id,
pType: referenced record type code,
pName: referenced record display name
};
Xrm.Utility.openEntityForm("task", null, params);
Interesting note on the sometimes shady variations in the structure of CRM.
I have written about another related issue concerning how the regarding-field can be populated.
http://jonasrapp.cinteros.se/2012/08/setregarding.html
Any thoughts on this?
Haven't created activities in that way. I believe that one of 2 following statements is correct:
1. This is a bug.
2. This is a feature that was done with MS…
Completely agree with your "analysis" ! 🙂
Of course it was a joke =)
Not sure why does Microsofties did this functionality in mentioned way…
Thank you, it is great shurtcut,
In the past I had the same problem and I found this article
http://www.crmnerd.com/customizations/using-xrm.utility.openentityform-with-custom-parameters/
It worked great for me and I thought it is worth sharing.
Hello,
Thanks for the tip!
there are multiple ways
1. via form querystring:
function OpenNewContact() {
//Set the Parent Customer field value to “Contoso”.
var extraqs = "parentcustomerid={F01F3F6D-896E-DF11-B414-00155DB1891A}";
extraqs += "&parentcustomeridname=Contoso";
extraqs += "&parentcustomeridtype=account";
//Set the Address Type to “Primary”.
extraqs += "&address1_addresstypecode=3";
//Set text in the Description field.
extraqs += "&description=Default values for this record were set programatically.";
//Set Do not allow E-mails to "Do Not Allow".
extraqs += "&donotemail=1";
//Set features for how the window will appear.
var features = "location=no,menubar=no,status=no,toolbar=no";
// Open the window.
window.open("/main.aspx?etn=contact&pagetype=entityrecord&extraqs=" +
encodeURIComponent(extraqs), "_blank", features, false);
}
2. via parameters:
function OpenNewContact() {
var parameters = {};
//Set the Parent Customer field value to “Contoso”.
parameters["parentcustomerid"] = "2878282E-94D6-E111-9B1D-00155D9D700B";
parameters["parentcustomeridname"] = "Contoso";
parameters["parentcustomeridtype"] = "account";
//Set the Address Type to “Primary”.
parameters["address1_addresstypecode"] = "3";
//Set text in the Description field.
parameters["description"] = "Default values for this record were set programmatically.";
//Set Do not allow E-mails to "Do Not Allow".
parameters["donotemail"] = "1";
// Open the window.
Xrm.Utility.openEntityForm("contact", null, parameters);
}
3. if you see parameters don't work via above code, Here is the workaround:
use this code:
var params = {
parameter_regardingobjectid: referenced record id,
parameter_regardingobjectidtype: referenced record type name,
parameter_regardingobjectidname: referenced record display name
};
Xrm.Utility.openEntityForm("task", null, params);
On form customization go to properties and add three parameters as string:
parameter_regardingobjectid,parameter_regardingobjectidtype,parameter_regardingobjectidname
and on form onload set the regarding field to the following parameters using this code:
var param=Xrm.Page.context.getQueryStringParameters();
var regardingId=param["parameter_regardingid"];
var regardingName=param["parameter_regardingname"];
var regardingType=param["parameter_regardingtype"];
//Populate the Regarding if there is one
if (regardingId != undefined)
{Xrm.Page.getAttribute("regardingobjectid").setValue([{id:regardingId, name:regardingName, entityType:regardingType}]);}
Hello SHONI,
1. I'm very appreciated for your message but I haven't asked how to solve an issue. I shared with solution I have already used in live project.
2. I'm quite comfortable with SDK and I know how to work with prefilling of fields in new records via URL as well as how to work with Xrm.Utility class. Thanks for copypasting from http://msdn.microsoft.com/en-us/library/gg334375.aspx#BKMK_SetLookupFieldValues, I'm "really" appreciate it.
3. Code you've provided in point 3 has been already mentioned with yairrose 2 posts before yours.
Kind regards,
Andrii.
Hilarious, indeed…. 😉
I believe that it was a voice of Captain Obvious =)
Hey i am using mscrm 2015 where regardingobjectid shows all the entities. I want to set to a custom entity is ccs_corporatecustomer. how do i achieve ? i created a javascript code on form load but not working Please help??
Ishan,
If you have issues with code you can post it here – https://community.dynamics.com/crm/f/117 and I or other forum users will try to help you.
Thanks,
Andrii