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I need some help putting together some js to update Price List (pricelevelid) on a Quote if the Potential Customer (customerid) is changed.
I am able to look up the appropriate pricelevelid using this code:
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Reportfunction () {
this.attributeOnChange = function ()
{
if (Xrm.Page.getAttribute("customerid").getValue() != null && Xrm.Page.getAttribute("customerid").getValue()[0].id != null) {
var accountid = Xrm.Page.getAttribute("customerid").getValue()[0].id;
Xrm.WebApi.retrieveRecord("account", accountid, "?$select=name,&$expand=defaultpricelevelid($select=pricelevelid,name)").then(
function success(result) {
???
}
);
}
}
}
I am unclear on how to use updateRecord to update the lookup field with schema name pricelevelid in the Quote entity using the data retrieved using Xrm.WebApi.retrieveRecord.
Any help is appreciated!
I found an empty space after the last curly bracket which resolved the error message.
Thanks to @EricRegnier for all your debugging help!
Thanks all. I appreciate the link to the js validator and have bookmarked that reference.
The js validator indicates a missing semicolon on line 11. Adding it to the end of the line did not resolve the error.
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Answers (
const query = `?$select=quoteid&$filter=_customerid_value eq '${accountid}'`
I also pasted the code to Notepad++ without seeing any obvious (to my untrained eye) errors.
The option to pass execution context as first parameter has been checked.
I am using Edge 85.0.564.51.
Make sure there's no copy paste errors with special characters. I forgot to mention to check the "Pass execution context as first parameter" like Ben said.
Which browser are you using? The script will only be compatible with ES6 browsers like version of Chrome, Edge, FireFox, not IE.
2 things -
1) that error message usually appears when the Javascript is invalid in some way - say a missing { or a typo somewhere in the Javascript library. When I see those sort of errors I usually paste the code into Visual Studio Code or http://beautifytools.com/javascript-validator.php to identify where the error is.
2) Once you've fixed the library, you need to check the Pass Execution context as first parameter checkbox when you set up the Event Handler (@EricRegnier missed it off his screenshots).
@EricRegnier The Potential Customer (customerid) would change on the quote entity. The original requirement was to change the price level on the individual quote but changing the price level on all open quotes is useful.
I have updated, saved and published the js file:
I think I've registered the function properly to the OnChange event of the Potential Customer field then saved and published the form.
Changing the Potential Customer field is resulting in a script error:
This has me confused because I think I have everything configured properly.
Just to confirm your requirements, on which entity is the customer changing to update the price list of all its quotes?
There a few things that seems to need fixing.
function OnCustomerChange (executionContext)
{
var formContext = executionContext.getFormContext();
if (formContext.getAttribute("customerid").getValue() != null && formContext.getAttribute("customerid").getValue()[0].id != null)
{
let accountid = formContext.getAttribute("customerid").getValue()[0].id;
//1) get the price list ID from the account
Xrm.WebApi.retrieveRecord("account", accountid, "?$select=_defaultpricelevelid_value").then(
function success(account) {
const query = `?$select=quoteid&$filter=_customerid_value eq '${accountid}'`;
var pricelist = new Array();
pricelist[0] = new Object();
pricelist[0].entityType = "pricelevel";
pricelist[0].id = account._defaultpricelevelid_value;
pricelist[0].name = "Updated Price List";
formContext.getAttribute("pricelevelid").setValue(pricelist);
//2) get the quotes from the account
Xrm.WebApi.retrieveMultipleRecords("quote", query).then(
function success(quotes) {
for (let i = 0; i < quotes.entities.length; i++)
{
//3) update the quotes
let data = { "pricelevelid@odata.bind": `/pricelevels(${account._defaultpricelevelid_value})` };
Xrm.WebApi.updateRecord("quote", quotes.entities[i].quoteid, data).then(
function success() { });
}
});
}, function error() {
console.log("User selected a contact");
});
}
}
Note: I also used the formContext
Hope this helps...
@EricRegnier This is the code I have in place for the web resource being called by the form. I'm afraid I'm not strong in Javascript so debugging is challenging for me.
function ()
{
this.attributeOnChange = function ()
{
if (Xrm.Page.getAttribute("customerid").getValue() != null && Xrm.Page.getAttribute("customerid").getValue()[0].id != null)
{
var accountid = Xrm.Page.getAttribute("customerid").getValue()[0].id;
const query = `?$select=quoteid&$filter=_customerid_value eq '${accountid}'`
let result = Xrm.WebApi.retrieveMultipleRecords("quote", query).then(
function success(result)
{
for (let i = 0; i < result.entities.length; i++)
{
let data = { "pricelevelid": newPriceListId };
Xrm.WebApi.updateRecord("quote", result.entities[0].quoteid, data).then(
function success() { });
}
});
}
}
}
The accountid comes from the outer code from your example: "var accountid = Xrm.Page.getAttribute("customerid").getValue()[0].id;"
For formContext, you need to have a param for the executionContext in your function for it and CDS will pass it:
this.attributeOnChange = function (executionContext)
Can you share your whole code? It would help to debug. Cheers!
@EricRegnier Thanks for the reply.
From what I can tell with my limited experience this code should work if the accountid variable is defined, but I can't seem to get this working with the Xrm.Page or formContext objects.
The js isn't producing an error so it's a bit difficult for me to troubleshoot. Not entirely sure where to proceed from here. Do you have any suggestions on what I might look at to debug this?
Thanks again for your help and any suggestions you might have!
Hi @CraigK,
Here's a sample of the update code. It's getting all the quotes related to the accountId then for each quote, sets the new price list id (pricelevelid). Hope this helps!
const query = `?$select=quoteid&$filter=_customerid_value eq '${accountid}'`
let result = Xrm.WebApi.retrieveMultipleRecords("quote", query).then(
function success(result) {
for (let i = 0; i < result.entities.length; i++) {
let data = { "pricelevelid": newPriceListId };
Xrm.WebApi.updateRecord("quote", result.entities[0].quoteid, data).then(
function success() { });
}
});
BTW Xrm.Page is deprecated. You should use the formContext (executionContext.getFormContext()). More info: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/clientapi-form-context
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