In Dynamics CRM 2016 (on-prem), I've custom child entity Partiesthat have a look of type order. Currently it is working properly and it is showing order name but I want it to show Order ID.
I tried to resolve by creating my own view, adding order id field only and making it default view for the look up but it don't meet my requirements.
This is controlled by the lookup view for Orders. The first three fields in the lookup view are shown when selecting records from the lookup field.
You cannot change the position of (or remove) the Name field from the lookup view. That still leaves you with two additional fields to be shown, one of which could be the Order ID.
I know no supported ways around this (except creating a workflow to copy the Order ID to the Name field and adding a custom name field instead, if you really insist).
Changing what appears on the form after you make a selection in a lookup field is not possible, unfortunately. The primary attribute is always what gets displayed after a user specifies a lookup value (which, for the Order entity, is the Name attribute). As Henrik's answer mentions, people commonly get around this by copying the value they want to see into the primary attribute using a workflow or a plugin.
Related
I am trying to upload 1000s of records into a custom entity on model driven Power Apps. I am able to read in text fields, option sets, dates, etc without any issue. However when I try to map lookup fields, I get an error that says "can't resolve the guid for the lookup field:...". I am able to select "Edit in Excel" in an entity where I can manually select the appropriate lookup choice. But i can not copy and paste the item name because it does not recognize it as a GUID. There is too much data to do this and I need a way to complete this in a programmatic way.
I essentially want to relate the Product IDs (500004, 500370, etc) to the POBs (POB-1000, POB-1001, etc), as records that I can connect together in the model driven app.
Error message after mapping fields and importing:
By default, while importing in CRM (aka Model driven Power App), Lookup field will expect either GUID of that record (ex. 78C03F0D-4618-41C6-9089-B5BDB456465A) or Name (Primary field of that entity record, ex. Full name) to resolve the particular record to be associated.
If you want to map another field, you can map it while doing mapping in Import wizard.
How To Set A Lookup Value With Non-Primary Field As Reference
I try using the workflow but it need to save the transaction before it populate, I try mapping it but doesn't work.
So I have a 3 Entities Expense,Vendor,Transaction.
In Vendor Entity I have a field of Vendor Name and a lookup field for Expense Category(Expense Entity).
In Transaction Entity I have a lookup for Vendor name and Expense Category, so when I select a vendor name in the lookup it will populate the lookup of expense category.
I already used the filter, yes it show the expense category depends on the vendor name selected, but the problem in there is I need to click the lookup field of expense tracker to show the value. I want is it will auto fill the lookup field without clicking it. Thank you
One of the way to achieve this is by using client side APIs. You may code something like that:
Upon vendor change:
Place a REST or Web API call to extract expense category ID and name
Populate the expense category lookup with category ID and name using client side XRM API
Another and much easier way is to create relationship mapping for expense category over vendor-transaction relationship. Then if user will create a transaction record using related entities area from within the vendor entity, the vendor and expense category both will get copied over the new record.
For a relationship mapping example please have a look over these links:
Save Time Entering Data into CRM by Mapping Fields between Records
TUTORIAL: Relationship Mappings
You could either setup mappings for Vendor and Expense, and create Transaction records only starting from Vendor records, or create a synchronous workflow to be run after Expense is created to copy over the field (in this second scenario, it doesn't matter how Transaction records are created, they'll always be populated, as long as you pick a Vendor).
You could also make your Expense in Transaction a Calculated field and make it always be the same as Vendor's value but it might not work for you (you aren't able to pick the value manually if you want it to be something else)
I am creating a new Joomla Component. I am able to create custom fields for the component backend forms - but I am not able to create Dynamic Custom Fields.
What I would like to do is have a field that is dynamical populated based on the value of a previous field. The easiest way to explain this is the simple country,state,city breakdown.
Field 1 = Country
Field 2 = State (Based on what the user selected as as Country in Field 1)
Field 3 = City (Based on what the user selected as State in Field 2)
The fields would of course need to be refreshed, reset as the user picks a different country etc.
The data to populate the fields would also all need to come from a database based on the previous fields value.
I am guessing this needs to be done via ajax or javascript or something? But wondering if there is an official way? Especially since there are database calls involved.
Please let me know if there is anything I can explain better..
David
I ended up just creating text fields but then validating the input to make sure the values added are correct.
I have a custom entity Stuff and it contains a lookup to Contact. I created a 1:N relation with the latter as primary and the former as related entity.
On the Contact's form I added a subgrid and I only wish to list the instances of Stuff that have the lookup pointing to the currently viewed Contact. However, when I choose Only Related Records, the custom entity isn't in the list (despite it being related via the 1:N relation).
So, I'm using All Record Types, instead, but that shows all the instances of Stuff and not, as I wish, only those that are related to the currently viewed member.
So, what's the best course of action here? Should I do something with the relation? Or build a custom filter in JavaScript? How can I make the Stuff related to Contact if it's at all possible?
The image below shows the available conditions for the related entities. I notice that none of them relates to Contact, though. Do I need to activate it somehow or am I approaching it from a totally wrong angle?
So to give you more detail, you add the grid on the form:
(This is coming from the contact Form edit, after you press add subgrid)
you select there only related records, this are the stuff record i created:
As you can see only 3 of them has a lookup pointing to a valid contact, from there if you look at the grid, is showing only the related ones as you selected during the grid creation:
In any case i update the answer this is how the relationship is defined, and is a simple lookup created from the stuff entity:
Is it possible to set null/blank lookup values on relationships in CRM 2011 when they open from the parental/referrential entity?
Example, if you create a new 1:N relationship between the entities opportunity and account holding an agency value. When creating a new opportunity from an account, this account is prefilled in both the potential customer lookup field and the agency lookup field.
This can easily be remedied with a javscript, clearing the field onload, but can this be done earlier, in the attribute mapping, or is it always a post-fix to correct the default action?
I had the same issue in Crm 4. So I suppose it still exists in 2011.
You cannot remove the relationship mapping of the primary attribute, though I've never understood why this automatically maps to fields of different relationships.
In this case you are just best off using JavaScript to perform the following logic:
If the form is in create mode and both fields contain the same value then clear the duplicated field.
This logic should ensure that it only clears the fields in this circumstance.
This is not possible without Javascript.
MS CRM doesn't give you an option to counter the autofill of the mapped field. It will always be automatically filled in by the system.