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ReportHello,
I have entity called Prospects (lead) and in it I have a global choice field named Country. I have 2 other fields: Yes/No choice field 'Previous Projects in Country' and Text field 'Previous Project Names'.
What I am trying to do using JS, is that while creating a new Prospect when I select the country:
1) If there are other Prospects with that same Country Value, set Previous Projects in Country to true or Yes. Else set it to no.
2) If there are other Prospects with that same Country Value: get their names and show them in Previous Project Names.
I am trying the code below but nothing is working. I also would Ideally want to show the prospect names in a subgrid under each other. I really would appreciate any help.
function setPreviousProjectsInCountry(executionContext){
// Get the form context
var formContext = executionContext.getFormContext();
// Get the chosen Country regarding the prospect
var selectedCountryControl = Xrm.Page.getControl(/new_ti_countries/);
var perviousProjectsControl = Xrm.Page.getControl(/cra1c_previousprojectsincountry/);
var previousProjectNamesControl = Xrm.Page.getControl(/cra1c_previousprojects/);
if(selectedCountryControl!=null){
var selectedCountry = selectedCountryControl.getAttribute().getValue();
// Retrieve Prospect Records with the selected country
Xrm.WebApi.retrieveMultipleRecords(/lead/, /?$filter=new_ti_countries eq / + selectedCountry).then(
function success(result) {
if (result.entities.length > 0) {
// If Prospect Records exist, set Yes/No field value to Yes
formContext.getAttribute(/cra1c_previousprojectsincountry/).setValue(true); // Replace /cra1c_previousprojectsincountry/ with the schema name of your Yes/No field
// Display Prospect Names in a new field (e.g., new_displaynames)
var prospectNames = result.entities.map(function (entity) {
return entity[/subject/];
}).join(/, /);
formContext.getAttribute(/cra1c_previousprojects/).setValue(prospectNames); // Replace /new_displaynames/ with the schema name of the field to display names
} else {
// If no Prospect Records found, set Yes/No field value to No
formContext.getAttribute(/cra1c_previousprojectsincountry/).setValue(false); // Replace /new_yesno/ with the schema name of your Yes/No field
formContext.getAttribute(/cra1c_previousprojects/).setValue(null); // Clear the Prospect Names field
}
},
function error(error) {
console.log(error.message);
}
);
}
}
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