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How to auto populate fields in Dynamics 365 form using JavaScript

By Abhay Choudhary on 4/15/2021

In this blog, we will tell you how you can auto-populate fields in Dynamics 365 form.

Microsoft Dynamics provide you a feature to auto populate fields means populating it automatically, if you already have entered some data in Dynamics based on your requirement.

For example:

    On selection of RFQ Product Name, respective other fields should auto populate.

    Here, RFQ Product Name is a Lookup Field.


Step 1:
Go to Solutions-> RFQ(Solution Name)->Web Resources->New

Step 2: Enter a Name, select Type and open text editor to write the program for auto population.

    Here we have selected JavaScript as Type, so Name of web resource will be with dot js     extension(here we have taken product.js)


Step 3:
Open text editor and write the JavaScript as per requirement.

JavaScript

function product(executionContext)

{

  debugger;

  //Get the Product Name lookup of the record

  let formContext = executionContext.getFormContext();

  let lookup = formContext.getAttribute("xrm_rfqproductname").getValue();

  if (lookup != null)   

  {

  let lookunfieldStateId=lookup.id.replace('{',"").replace('}',"");

  let req = new XMLHttpRequest();

  let globalContext = Xrm.Utility.getGlobalContext();

 

//retrieving the required fields

//Here sending a “Web API” call of “GET” type

req.open("GET",globalContext.getClientUrl()+"/api/data/v9.1/xrm_products("+lookunfield

StateId+")$select=xrm_accutechstockcode,_xrm_category_value,xrm_description,xrm_

distributorpartnumber,xrm_manufacturepartnumber,xrm_producttype,_xrm

_subcategory_value,_xrm_subsubcategory_value"true);

req.setRequestHeader("OData-MaxVersion""4.0");

req.setRequestHeader("OData-Version""4.0");

req.setRequestHeader("Accept""application/json");

req.setRequestHeader("Content-Type""application/json; charset=utf-8");

req.setRequestHeader("Prefer""odata.include-annotations=\"*\"");

req.onreadystatechange = function() {

        if (this.readyState === 4) {

        req.onreadystatechange = null;

        if (this.status === 200) {

          let result = JSON.parse(this.response);

//substituting retrieved fields into variables

          let xrm_accutechstockcode = result;

          let _xrm_category_value = result;

          let _xrm_category_value_formatted = result;

          let _xrm_category_value_lookuplogicalname = result;

          let xrm_description = result;

          let xrm_distributorpartnumber = result;

         let xrm_manufacturepartnumber = result;

         let xrm_producttype = result;

         let xrm_producttype_formatted = result;

         let _xrm_subcategory_value = result;

         let _xrm_subcategory_value_formatted = result;

         let _xrm_subcategory_value_lookuplogicalname = result;

         let _xrm_subsubcategory_value = result;

         let _xrm_subsubcategory_value_formatted = result;

         let _xrm_subsubcategory_value_lookuplogicalname = result;

      

         //populating the fields  

         if(_xrm_category_value != null)

         {

         //Category is a lookup field and data comes in 3 parts:        entity type, id and name, that’s why we have created an array for that

         let lookup1 = new Array();

         lookup1=new Object();

         lookup1.entityType=_xrm_category_value_lookuplogicalname;

         lookup1.id=_xrm_category_value;

         lookup1.name=_xrm_category_value_formatted;

         formContext.getAttribute("xrm_rfqcategory").setValue(lookup1);

         }

             

        if(_xrm_subcategory_value != null)

        {

        //lookup field

        let lookup1=new Array();

        lookup1=new Object();

        lookup1.entityType=_xrm_subcategory_value_lookuplogicalname;

        lookup1.id=_xrm_subcategory_value;

        lookup1.name=_xrm_subcategory_value_formatted;

        formContext.getAttribute("xrm_subcategory").setValue(lookup1);

        }

            

        if(_xrm_subsubcategory_value != null)

     {

     //lookup field

     let lookup1=new Array();

     lookup1=new Object();

     lookup1.entityType=_xrm_subsubcategory_value_lookuplogicalname;

     lookup1.id=_xrm_subsubcategory_value;

     lookup1.name=_xrm_subsubcategory_value_formatted;

     formContext.getAttribute("xrm_subsubcategory").setValue(lookup1);

     }

      //populating accutechstockcode which is autonumber field 

     formContext.getAttribute("xrm_accutechstockcode").setValue(xrm_acc  utechstockcode);

      //populating product type which is option set field

     formContext.getAttribute("xrm_product_type").setValue(xrm_producttype);

     //manufacturepartnumber,distributorpartnumber,description are text fields

     formContext.getAttribute("xrm_manufpartnumber").setValue(xrm_manufacturepartnumber);

     formContext.getAttribute("xrm_distributorpartnumber").setValue(xrm_distributorpartnumber);

     formContext.getAttribute("xrm_description").setValue(xrm_description);             

      } else {

            Xrm.Utility.alertDialog(this.statusText);

        }

    }

}

req.send();

}

else{

   //If lookup(Product Name) is null then all fields are set to null

   formContext.getAttribute("xrm_rfqcategory").setValue(null);

   formContext.getAttribute("xrm_subcategory").setValue(null);

   formContext.getAttribute("xrm_subsubcategory").setValue(null);

   formContext.getAttribute("xrm_accutechstockcode").setValue(null);

   formContext.getAttribute("xrm_product_type").setValue(null);

   formContext.getAttribute("xrm_manufpartnumber").setValue(null);

   formContext.getAttribute("xrm_description").setValue(null);    

  formContext.getAttribute("xrm_distributorpartnumber").setValue(null);  }


Step 4: Save and Publish the Web Resource after that.


Step 5:
Refresh the main form


Step 6:
Select any RFQ Product Name


Here we have selected Product 1 and all the respective fields are auto populated

  Similarly, we can do the same for any of the other fields in the form.

 

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