Freelance Development for Dynamics CRM: MS CRM 2011: Open new activity form with ‘Regarding’ field prefilled

Thursday, January 10, 2013

MS CRM 2011: Open new activity form with ‘Regarding’ field prefilled

I had a task today to open new task form with Regarding field prefilled. Based on SDK description I tried to use following code to accomplish my task:

var params = {
    regardingobjectid: referenced record id,
    regardingobjectidtype: referenced record type name,
    regardingobjectidname: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

Unfortunately this code failed. I’ve started to look for some explanation and I found it in SDK at the same article I’ve mentioned before. Answer was that it is impossible to set values for partylists and regarding lookups.
I knew that this feature works for out of box buttons so I rechecked URL for activities that are created with OOB buttons and reworked code to following which worked without issues:

var params = {
    pId: referenced record id,
    pType: referenced record type code,
    pName: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

10 comments:

Jonas Rapp11 January 2013 at 00:22
Interesting note on the sometimes shady variations in the structure of CRM.
I have written about another related issue concerning how the regarding-field can be populated.
http://jonasrapp.cinteros.se/2012/08/setregarding.html

Any thoughts on this?
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Unknown11 January 2013 at 17:51
Thank you, it is great shurtcut,
In the past I had the same problem and I found this article
http://www.crmnerd.com/customizations/using-xrm.utility.openentityform-with-custom-parameters/
It worked great for me and I thought it is worth sharing.
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SHONI12 January 2013 at 19:27
there are multiple ways
1. via form querystring:
function OpenNewContact() {
//Set the Parent Customer field value to “Contoso”.
var extraqs = "parentcustomerid={F01F3F6D-896E-DF11-B414-00155DB1891A}";
extraqs += "&parentcustomeridname=Contoso";
extraqs += "&parentcustomeridtype=account";
//Set the Address Type to “Primary”.
extraqs += "&address1_addresstypecode=3";
//Set text in the Description field.
extraqs += "&description=Default values for this record were set programatically.";
//Set Do not allow E-mails to "Do Not Allow".
extraqs += "&donotemail=1";
//Set features for how the window will appear.
var features = "location=no,menubar=no,status=no,toolbar=no";
// Open the window.
window.open("/main.aspx?etn=contact&pagetype=entityrecord&extraqs=" +
encodeURIComponent(extraqs), "_blank", features, false);
}

2. via parameters:
function OpenNewContact() {
var parameters = {};
//Set the Parent Customer field value to “Contoso”.
parameters["parentcustomerid"] = "2878282E-94D6-E111-9B1D-00155D9D700B";
parameters["parentcustomeridname"] = "Contoso";
parameters["parentcustomeridtype"] = "account";
//Set the Address Type to “Primary”.
parameters["address1_addresstypecode"] = "3";
//Set text in the Description field.
parameters["description"] = "Default values for this record were set programmatically.";
//Set Do not allow E-mails to "Do Not Allow".
parameters["donotemail"] = "1";

// Open the window.
Xrm.Utility.openEntityForm("contact", null, parameters);
}

3. if you see parameters don't work via above code, Here is the workaround:

use this code:
var params = {
parameter_regardingobjectid: referenced record id,
parameter_regardingobjectidtype: referenced record type name,
parameter_regardingobjectidname: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

On form customization go to properties and add three parameters as string:
parameter_regardingobjectid,parameter_regardingobjectidtype,parameter_regardingobjectidname

and on form onload set the regarding field to the following parameters using this code:
var param=Xrm.Page.context.getQueryStringParameters();
var regardingId=param["parameter_regardingid"];
var regardingName=param["parameter_regardingname"];
var regardingType=param["parameter_regardingtype"];

//Populate the Regarding if there is one
if (regardingId != undefined)
{Xrm.Page.getAttribute("regardingobjectid").setValue([{id:regardingId, name:regardingName, entityType:regardingType}]);}
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