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Javascript to grab related record and set lookup field with that record (Model-Driven)

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Posted on by CAH2035

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Basically, I am creating new Specimen records from within a Collection, with a quick create form. The related Collection is here by default, since I am creating the Specimen under that Collection.

A Collection is related to one patient, and due to some complex record linking, I need a Specimen to be linked to that patient as well. I am trying to pre-populate the Related Patient field with the same Patient as the Collection, but I cannot figure out how to do this with Javascript. I have tried using an OnLoad event and grabbing the record from the "Related Collection" field, getting the Related Patient value, and then setting that value here, but cannot seem to get it to work. I am thinking that the OnLoad event occurs before the data on the form is populated and that is why it can't find a value.

Any suggestions would be appreciated. Let me know if I can provide any clarifying info.

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kylrntglr 8 on at

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Hi, did you end up figuring this out? If so, what was the solution? Any JS code you used would be helpful. Thanks!

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CAH2035 193 on at

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@kylrntglr I ended up not using a quick create form and used a regular form instead, but the same solution should apply. IIRC there were probably two things I needed to resolve:
A) Access the 'Related Patient' of the Collection record where I was adding this new related Specimen record.
B) Select that Related Patient as the default for this new related Specimen record.

The first was resolved using the Xrm.WebApi.retrieveRecord method to access the Collection record, then use $expand to access the Related Patient record and $select to get the fields I needed.

The second was resolved by using the retrieve information to make an array, which is then used to set the lookup field. A lookup field must be set using an array.
var rPatientId = result.RelatedPatient.patientid; var rPatientName = result.RelatedPatient.studyid; var lookupPatient = new Array(); lookupPatient[0] = new Object(); lookupPatient[0].id = rPatientId; lookupPatient[0].name = rPatientName; lookupPatient[0].entityType = "patient";
I can try and provide some more insight if you can elaborate on where you are stuck.

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