CRM 2013 - JavaScript to identify parent entity type on Appointments (Account or Contact)

4
votes

CRM 2013 customizer/developer here. I'm new to JavaScript and I need some help on the query I can use in an OnLoad event in CRM 2013.

On the 'Appointments' entity I need to set the value of a custom field (option set) based on entity type of it's related parent record (which is 'regardingobjectid').

Example;

-If 'regardingobjectid' Entity type = 'Account' then set value of "custom field" to "x",

-If 'regardingobjectid' Entity type = 'Contact' then set value of "custom field" to "y".

The custom field is an option set with 3 possible values (x,y,z) so if its possible to hide value "z" when 'regardingobjectid' Entity type = 'Contact' that would be awesome. Any help would be super appreciated.

1
javascriptdynamics-crmcrmdynamics-crm-2013webresource

1 Answers

5
votes

Add new function to OnLoad of Appointment entity.

function onLoadOfAppointment() {
if (Xrm.Page.ui.getFormType() == 2) {

    var regardingObject = Xrm.Page.getAttribute("regardingobjectid");
    if (regardingObject != null && regardingObject.getValue() != null)
    {
        var entityType = regardingObject.getValue()[0].entityType;
        if (entityType == "account")
        {
            //Add account logic here
        }
        else if (entityType == "contact")
        {
            //Add contact logic here
        }
    }
}
}

To Hide show OptionSet values. Follow below urls:

dynamically-change-option-set-values-in-crm

Add new Picklist Option using Javascript

Xrm.Page.ui control (client-side reference)