Tuesday, 14 June 2011

Customer Field in MS CRM 2011

Hi All,
It's been a long time since I posted anything. Now I found something interesting, which I thought should go here as I did not find anything related to customer field for MS CRM 2011 on the net.

You all must have seen the customer field in MS CRM 4.0. But it's a bit differnt to implement it in CRM 2011. I took some hint from http://www.stunnware.com/crm2/topic.aspx?id=js34 as to how it was done in CRM 4.0 and then modified the code to make it work for CRM 2011.

Here is the code.
//Code for Form Onload Event

function OnLoad() {
crmForm.all.tsf_supporterid_c.style.visibility = 'hidden';
crmForm.all.tsf_supporterid_d.style.visibility = 'hidden';

var accountLookup = Xrm.Page.getAttribute("tsf_accountsupporterid");
var contactLookup = Xrm.Page.getAttribute("tsf_supporterid");

// Set the available lookup types to account and contact.

document.getElementById("tsf_accountsupporterid").setAttribute('lookuptypes', "1,2");
document.getElementById("tsf_accountsupporterid").setAttribute('lookuptypenames', "account:1:company,contact:2:person");
document.getElementById("tsf_accountsupporterid").setAttribute('lookuptypeIcons', "/_imgs/ico_16_1.gif:/_imgs/ico_16_2.gif");

var lookupAcc = new Array();
var lookupCon = new Array();
lookupAcc = accountLookup.getValue();
lookupCon = contactLookup.getValue();

if (lookupCon != null) {
accountLookup.DefaultValue = contactLookup.getValue();
var custom = new Array();
custom[0] = new Object();
custom[0].name = lookupCon[0].name;
custom[0].id = lookupCon[0].id;
custom[0].typename = "contact";

document.getElementById("tsf_accountsupporterid").setAttribute('defaulttype', "2");

//Code for Form OnSave Event
function OnSave() {
var accountLookup = Xrm.Page.getAttribute("tsf_accountsupporterid");
var contactLookup = Xrm.Page.getAttribute("tsf_supporterid");

if (accountLookup.getValue() == null) {
else {
var customer = new Array();
customer = accountLookup.getValue();
// A type code of 1 represents an account.
if (customer[0].type == "1") {
// If it is an account, then clear the contact lookup.
else {
// A contact was selected, so copy the value to the contact lookup and clear the account lookup.
var cust = new Array();
cust[0] = new Object();
cust[0].name = customer[0].name;
cust[0].id = customer[0].id;
cust[0].typename = "contact";

document.getElementById("tsf_accountsupporterid").setAttribute('defaulttype', "2");




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