I am trying to update value of codename field on Campaign entity but it wont let me do.
In C# code if I debug, I can see it goes through without any error and saves everything else except codename value.
On CRM form it is read only field and if I try to amend it and change value from 12345 to 12345678 for example it does not save.
Any idea what might be preventing it? When I create a new record I can add any value I like.
Your observations are correct: codename on Campaign can be set when creating a record but cannot be updated.
This information can be seen in the CRM SDK.
See campaign.codename in the CRM 4.0 SDK:
Valid for create: Yes
Valid for retrieve: Yes
Valid for update: No
Related
I am trying to populate contact field (Potential Customer) based on text field (Email Address) set. To bear in mind, it should be unique based on the customer record.
Condition is if Email address field is set, look up field (Potential Customer) value should be fetched based on the Email address field.
Wherever you are trying to fill that contact lookup from (plugin, form script, console job, web app, ETL, MS Flow, etc), you have to fetch the contact by filtering the email value and set it in lookup entity reference.
You can use web api or fetchxml to achieve that. Here is how it should look like.
https://crmdev.crm.dynamics.com/api/data/v9.0/contacts?$select=fullname&$filter=emailaddress1 eq 'test#gmail.com'
C# example
Javascript example
Once you fetch the lookup field based on email address using web api which is suggested by Arun. To set lookup field on form using javascript see below article.
https://xrmdynamicscrm.wordpress.com/2020/06/17/dynamics-crm-365-set-lookup-regarding-field-while-using-xrm-navigation-openform-formparameters/
Please mark my answer verified if i were helpful
I'm trying to update the OwnerId on an opportunity in Dynamics CRM 2015.
So far I am using the following code but my changes are not taking effect.
Xrm.Page.data.entity.attributes.get('ownerid').setValue('487ecd0c-d8c1-e411-80eb-c4346bade4b0')
Xrm.Page.data.entity.save();
This is a view of the GetValue call.
The attribute type is "lookup" and when I call getIsDirty(), it returns false after I do setValue, so I'm not sure if that's the correct way to set the value on a "lookup" type.
Owner is a special field, it can be changed only with an AssignRequest.
With CRM Online Update 1 this changed, special fields like Owner or StateCode can be updated with an update request, but as far as I know this is valid from server side, for client side changes you will still need to use an AssignRequest.
Here a sample code:
Using Assign Requests to Assign Entities to a User Using Jscript and .NET in Microsoft Dynamics CRM 2011
EDIT:
Just for reference, this is the way to set a lookup field
var lookup = new Array();
lookup[0] = new Object();
lookup[0].id = '{487ecd0c-d8c1-e411-80eb-c4346bade4b0}';
lookup[0].name = 'Test Account';
lookup[0].entityType = 'account';
Xrm.Page.getAttribute("new_account").setValue(lookup);
or short version
Xrm.Page.getAttribute("new_account").setValue([{ id: '{487ecd0c-d8c1-e411-80eb-c4346bade4b0}', name: 'Test Account', entityType: 'account'}]);
We have a requirement to pre-populate the Contact Form with user information on load if the user is a logged in user. So that, user need not fill his information using the webform.
Is there any way to do this using webforms for marketers?
Data is coming from a service api in json format. Need to figure out a way to bind it to fields either in server side or in client side.
Sitecore Version 7.1 140117 WFFM Version "Web Forms for Marketers
2.4.0 rev. 140117"
Have a look at Sitecore - Webforms For Marketers Form - Use ReadQueryString Option. Basically, there is a checkbox, ReadQueryString, in presentation details that gives you the option to fill in the default values from the query string. If checked, you use the item names of the fields (not the display name or title) as keys and the values you want to set the fields to as the values in key-value pair in the querystring.
Create a new rule based on use default value from user profile [fieldname] field and amend it to pick up the value from your service API.
This will be your best way and simplest option in my opinion.
I use this same approach prepopulating ucommerce data from its API.
Create custom field and then you can pre-populate values as per your need.
Like if you want to populate any value in Single line text field the create custom field for this and then reflect forms dll and copy code then update code as per your need.
Please check https://sitecoretweaks.wordpress.com/2015/02/20/custom-field-type-for-sitecore-web-form-for-marketers/ blog post for more details.
I have a MS CRM 4 form where when certain fields are changed, I need those fields to be written to an excel sheet.
So, I edited the form field onchange event to call crmform.save() which triggers a plugin to run that writes the field value to a named range (1 cell) of an excel sheet.
However, I don't know which field caused the save. Is there a way to get that information? (Not all fields on the form need to go to the excel sheet)
If I use this: DynamicEntity target = (DynamicEntity)Context.InputParameters[ParameterName.Target];
I can look at specific fields, but I have no way of knowing which ones changed.
Any suggestions?
It's my experience that only the changed fields will have value (in the DynamicEntity) when you update an entity. So let's say you have an entity with a FirstName and Lastname. If you only change the LastName and save. The LastName will have a value however FirstName with be null (unless you have som javascript code that forces the FirstName to be submitted).
If your plugin is triggered on the Pre-Event of the Update on your entity, you should be able to compare the IPluginExecutionContext.PreEntityImages to your DynamicEntity that you've fetched from the Target.
Or if your plugin is triggered on the Post-Event of the Update, you should be able to compare the IPluginExecutionContext.PreEntityImages with IPluginExecutionContext.PostEntityImages.
Looks like you are already going a different way, but another suggestion is to create a hidden field - "FieldThatChanged." In your field on-change javascript, set that field to the name of the field that changed, then access that in your plugin.
Yep, totally changed the way I approached this. I'm using jquery in an iframe to pass all the exact fields (name/value pairs) I want to a method of an ASPX file running in the ISV folder that takes the neccesary action. Thanks for the suggestions all!
I recommend using the Pre and Post Images as suggested by #Forgotten Semicolon. And in addition set the Filtering Attributes so the Plugin is triggered only on the change of the fields you care about.
We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. Whenever the case is opened the user then gets this JavaScript error:
A currency is required if a value exists in a money field. Select a
currency and try again.
This is extremely annoying! How do I fix it? Is there any way I can set the currency? It needs to be done synchronously, because the Case is opened immediately when it's created from an Activity. So even if I started a workflow to set the currency the user would still get that error at least once. Alterntatively, can I just suppress the warning somehow? I don't really care about setting the Currency, I just want the error gone.
I guess this code will be helpful for next person who have a same problem.
I spent whole day to figure out what I did below.
There are two steps involved here:
set default currency
set currency symbol for the money field.
Here is the code sample.
var currency = crmForm.all.transactioncurrencyid;
if (currency.DataValue == null) {
var lookupData = new Array();
var lookupItem= new Object();
//Get transaction currency value from :
select **TransactionCurrencyId** from MSCRM.dbo.TransactionCurrency
lookupItem.id = '{The GUID that you get from the SELECT statement above}';
lookupItem.typename = 'transactioncurrency';
lookupItem.name = 'US Dollar';
lookupData[0] = lookupItem;
currency.DataValue = lookupData;
//set default currency symbol for all the Money field.
var defaultSymbol = '$';
for(var i=0; i < crmForm.all.length ; i++) {
var oCtr = crmForm.all[i];
if(!IsNull(oCtr.IsMoney) && !oCtr.IsBaseCurrency)
{
oCtr.CurrencySymbol = defaultSymbol;
}
}
}
This annoying issue was resolved on my system by discovering the transactioncurrencyid used for US dollars and then updating the transactioncurrencyid column in the entity's database table for all the existing entity records. After doing this I was able to add money values on the entity form with no further problems. Not sure if this solution would be ideal for everyone, but as I did not want to write code to do this and felt I shouldn't have to since if I added money attributes to a newly defined entity it didn't require writing code on my part to populate the transactioncurrencyid field - it just did it by default. So in summary, this problem only seems to occur if the the money fields are added to an existing entity that has existing data associated with it.
set default currency in Personalize Workspace, General tab
NEW records will use this currency
For EXISTING records (before money field(s) added) use Advanced Find to find records with NO currency value, then use Bulk Edit to set currency
You might want to check out this article CRM 4 Currency Calculations by Mitch Milam
Update : After googling around, i found out that you might need to set the transactioncurrencyid lookup somewhere. So in your case, it might be onsave or inside the execution of the workflow codes. I read it from here Error: Assign a decimal value to CRM 4.0 money field using Javascript
If your form has a money field on it, CRM needs to know which currency to use. Verify that a default currency is set in your user preferences (Personalize Workplace from the main page, then the General tab). That is, each of your users will need to have a default currency set.
I have also been able to work around this issue by adding the currency field to the form, defaulting it to US dollars, and then hiding the field. If memory serves, though, this isn't ideal because the US dollars currency is a record in the system and can have different GUIDs in different environments.
Since this thread came up in my Google search when I was looking for a solution to this problem for CRM 2011, I thought I'd add my blog article explaining how to set the default currency lookup in the Onload of a CRM 2011 form using JavaScript, JSON and OData.
http://crmscape.blogspot.com/2011/03/crm-2011-set-default-transaction.html
I agree with Hadi Teo that you need to set the transactioncurrencyid. Its been awhile since I ran across this - so here is what I think I remember.
If you create a new entity with a money field populated the transaction currency will be set.
If you update an entity, the transaction currency field will not be set.
I haven't used the Activity to Case function so I'm not all that sure what it does. One thing you can do as a work around is to add the transactioncurrencyid onto the form. Then you can set it before you modify your Case.
The other would be to default the currency in code. There are two places to determine the default currency. First off of the user settings. Second (if that is null) off of the organization settings.
Fix for this problem
1. Add the base currency field also to the form.
2. Untick the "visible by default option" of the base currency field.