welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

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[0].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["xrm_accutechstockcode"];

          let _xrm_category_value = result["_xrm_category_value"];

          let _xrm_category_value_formatted = result["_xrm_category_value@OData.Community.Display.V1.FormattedValue"];

          let _xrm_category_value_lookuplogicalname = result["_xrm_category_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

          let xrm_description = result["xrm_description"];

          let xrm_distributorpartnumber = result["xrm_distributorpartnumber"];

         let xrm_manufacturepartnumber = result["xrm_manufacturepartnumber"];

         let xrm_producttype = result["xrm_producttype"];

         let xrm_producttype_formatted = result["xrm_producttype@OData.Community.Display.V1.FormattedValue"];

         let _xrm_subcategory_value = result["_xrm_subcategory_value"];

         let _xrm_subcategory_value_formatted = result["_xrm_subcategory_value@OData.Community.Display.V1.FormattedValue"];

         let _xrm_subcategory_value_lookuplogicalname = result["_xrm_subcategory_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

         let _xrm_subsubcategory_value = result["_xrm_subsubcategory_value"];

         let _xrm_subsubcategory_value_formatted = result["_xrm_subsubcategory_value@OData.Community.Display.V1.FormattedValue"];

         let _xrm_subsubcategory_value_lookuplogicalname = result["_xrm_subsubcategory_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

      

         //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[0]=new Object();

         lookup1[0].entityType=_xrm_category_value_lookuplogicalname;

         lookup1[0].id=_xrm_category_value;

         lookup1[0].name=_xrm_category_value_formatted;

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

         }

             

        if(_xrm_subcategory_value != null)

        {

        //lookup field

        let lookup1=new Array();

        lookup1[0]=new Object();

        lookup1[0].entityType=_xrm_subcategory_value_lookuplogicalname;

        lookup1[0].id=_xrm_subcategory_value;

        lookup1[0].name=_xrm_subcategory_value_formatted;

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

        }

            

        if(_xrm_subsubcategory_value != null)

     {

     //lookup field

     let lookup1=new Array();

     lookup1[0]=new Object();

     lookup1[0].entityType=_xrm_subsubcategory_value_lookuplogicalname;

     lookup1[0].id=_xrm_subsubcategory_value;

     lookup1[0].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.

 

ASP.NET
Dynamics 365
Dynamics CRM
Javascript
Blog Calendar
Blog Calendar List
2022 Dec  20  3
2022 Nov  209  2
2022 Sep  11  1
2022 Aug  46  4
2022 Jun  7  2
2022 May  3  2
2022 Apr  4  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  10  1
2021 Aug  35  5
2021 Jul  34  4
2021 Jun  521  5
2021 May  25  3
2021 Apr  917  3
2021 Mar  89  5
2021 Feb  1037  7
2021 Jan  1147  9
2020 Dec  284  7
2020 Sep  61  3
2020 Aug  388  3
2020 Jul  90  1
2020 Jun  55  3
2020 Apr  38  3
2020 Mar  11  2
2020 Feb  26  5
2020 Jan  33  7
2019 Dec  17  4
2019 Nov  12  1
2019 Jan  23  2
2018 Dec  39  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  833  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  68  2
2017 Sep  576  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  59  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  120  4
2017 Feb  603  4
2016 Dec  192  3
2016 Nov  551  8
2016 Oct  278  10
2016 Sep  459  6
2016 Aug  39  1
2016 Jun  1829  6
2016 May  108  3
2016 Jan  71  2
2015 Dec  405  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1417  6
2015 Aug  14  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5316  4
2014 Dec  17  1
2014 Nov  2252  4
2014 Oct  67  1
2014 Sep  106  2
2014 Aug  5125  1
2014 Jul  48  2
2014 Apr  2518  12
2014 Mar  282  17
2014 Feb  218  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  684  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  213  1
2013 Apr  56  6
2013 Mar  2145  10
2013 Feb  123  3
2013 Jan  288  2
2012 Nov  54  2
2012 Oct  490  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote