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Set lookup field value using JavaScript in Microsoft dynamics 365 CE / CRM

June 16, 2023

How to Set Lookup Field Value Using JavaScript -Dynamics 365

https://dvmske.com/wp-content/uploads/2023/06/img_6488184964842.png
Three factors are required to set a lookup field’s value in MSCRM.
  1. GUID of the lookup record
  2. Name of the lookup record
  3. EntityName of the lookup entity

Below is the syntax used to set Value in Lookup field  and we have given example as well

var lookupFieldValue = new Array();
lookupFieldValue[0] = new Object();
lookupFieldValue[0].id = GUID; // {567564ed-64c5-4666-ac66-0a3071c427e4}
lookupFieldValue[0].name = Name; //dvmske pvt ltd
loopupFieldValue[0].entity = EntityName; //account
formContext.getAttribute("look Field Schema").setValue(lookupFieldValue);

OR

formContext.getAttribute("look Field Schema").setValue([{ id: "GUID", name: "Name Of Record", entityType: "EntityName" }]);

OR

var lookupFieldValue = [];
lookupFieldValue[0] = {};
lookupFieldValue[0].id = GUID; // {567564ed-64c5-4666-ac66-0a3071c427e4}
lookupFieldValue[0].name = Name; //dvmske pvt ltd
loopupFieldValue[0].entity = EntityName; //account
formContext.getAttribute("look Field Schema").setValue(lookupFieldValue);

Scenario : On Select of Optionset Value , Auto set Lookup field

  • In Contact Entity, there are 2 fields i.e. “Account Name”  = Lookup of account & “Company Type” = Option set Field.
  • When User Select Company Type Option value, based on Company Type, Account name Lookup will be set automatically as Below JavaScript example.

  • JavaScript to set Account Name lookup value based on selected Customer Type.
function lookupValue(executionContext) {
var formContext = executionContext.getFormContext();
var companytype = formContext.getAttribute("dvmske_companytype").getValue();
if (companytype != null)
{
if
(companytype == 706880002) {
formContext.getAttribute("parentcustomerid").setValue([{ id: "042d0c62-06fe-ed11-8f6d-6045bda569ef", name: "Dvmske pvt ltd.", entityType: "account" }]);
}
else if (companytype == 706880000) {
formContext.getAttribute("parentcustomerid").setValue([{ id: "598bf867-d69e-eb11-b1ac-000d3a1343ea", name: "Adatum Corporation", entityType: "account" }]);
}
else if (companytype == 706880001) {
formContext.getAttribute("parentcustomerid").setValue([{ id: "0321d0f9-77e2-ed11-8848-6045bda569ef", name: "DefaultAccount-IOMLabOrderIntakeProvider", entityType: "account" }]);
}
}
else {
formContext.getAttribute("parentcustomerid").setValue([{ id: "042d0c62-06fe-ed11-8f6d-6045bda569ef", name: "Dvmske pvt ltd.", entityType: "account" }]);
}
}
  • We have added JavaScript “on save” Even of form.
  • When we select a option from Customer Type field i.e. select “Logistic Provider”, We can see lookup field will be populated automatically.

Thanks….

Your comments will appreciated.

shantanu Srivastava