Portal -Execute Dynaics 365 FetchXML from entityform

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Posted on by UmerJaved

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Hi,

We are trying to resolve a hopefully simple problem. We need pass the login user id to retrieve another entity record in CRM/CDS and set that as a lookup on the entityform on the load.

I wonder if somebody could share an example where Dynamics 365 retrieve operation is done perhaps via FetchXML in the entityform javascript and result parsed therefore lookup value set on the form?

Thanks

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Hi

you don't need to perform a retrieve to get the current's user id, there is a Liquid object that you can get it very easy: {{ user.id }}

to set lookup value via JS you can refer to the following:
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/262869/setting-value-on-lookup-field-using-javascript-in-crm-portals

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UmerJaved 120 on at

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Hi @OliverRodrigues

As mentioned we are not trying to retrieve login user id, instead we are using that id to retrieve another entity record which needs to be setup as lookup on the current entityform on load.
Hence my question as how we can make such call from custom JavaScript(FetchXML/ODATA?) to retrieve related entity and set that as lookup on entityform?

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OOlashyn 3,496 Most Valuable Professional on at

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Hi @UmerJaved ,

I wrote an article on how to dynamically filter and set data to lookup fields. Check it out - I think this approach will help you.

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oliver.rodrigues 9,368 Most Valuable Professional on at

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yes, but you need the current logged in user id to retrieve the additional records, isn't that your requirement?
to get the id you use the liquid object I mentioned earlier

then you can use that ID in your Fetch / oData

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UmerJaved 120 on at

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Thanks @OOlashyn . I'll try the link/article you suggested and come back if any questions.

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EmployeeOcta on at

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Hi OOSYLYN,
As per the article it's rendering as dropdown , but my query here i need to select the default value in the lookup field, which is not in this case.

is there any possibility we can by default choose that.

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