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jja
Post Prodigy
Post Prodigy

Generate field mappings and autopopulate field

Hi

I believe i can achieve my goal with entity mappings but i think i don't get it till the very end.

I have a table Works that stores Category,Work name, Work price

I have a table Tasks that stores tasks and this table i have a lookup to Category and to Work name to table Works and a Task Price that is a decimal number

What i want to achieve is when creating new task i select work name(lookup from Works) it would automaticaly populate Work price from table Works to this newly creating record to table Taks to field Task price

Task price is Decimal number.

I tried mapping Work price and Task price in Table Works but this does not autopopulate

What i am doing wrong?

1 ACCEPTED SOLUTION

Accepted Solutions

@jja 

 

1. You can need to use the XRM tool Box - Data verse Rest API Builder to create a web api request to get the data from the works like price for example, Example below we need to retrieve Mobile from account so your api request should look like below:

Mira_Ghaly_0-1661807636844.png

2. Select Request Type= Retrieve Single

Mira_Ghaly_1-1661807721844.png

3. Choose the Table like works in your case and the fields like Price

Mira_Ghaly_2-1661807882216.png

4. Then click the XRMweb.api

5. You will be presented with the below javascript:

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", "GUID of WORKS Place HOlder", "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; // Text
	},
	function(error) {
		console.log(error.message);
	}
);

5. Next step is to get the GUID of the works field to pass to the above function in place of the GUID of WORKS Place HOlder

 So to get the ID it should be like below:

function GetWorksPrice(executionContext)
{
var formContext = executionContext.getFormContext();
//This gets the ID you will need to pass the API
var Works = formContext.getAttribute("PLACE Holder for your field name").getValue();
var Id = Works [0].id;

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", Id , "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; // Text
	},
	function(error) {
		console.log(error.message);
	}
);

}

6. Next you need to set the price field as below:

function GetWorksPrice(executionContext)
{
var formContext = executionContext.getFormContext();
//This gets the ID you will need to pass the API
var Works = formContext.getAttribute("PLACE Holder for your field name").getValue();
var Id = Works [0].id;

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", Id , "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; 
//Set the field on the task
formContext.getAttribute("Place holder for price field name").setValue(lookup);

	},
	function(error) {
		console.log(error.message);
	}
);

}

 

 

7. Then Go to your Task form in classic mode -> Choose the field Works -> Go to Events Tab and first add your JS file

Mira_Ghaly_3-1661808659612.png

2. Then Click Add Event

Mira_Ghaly_4-1661808689624.png

Choose your library and type in your JS Name and tick the pass execution Context

Mira_Ghaly_5-1661808756435.png

 

Hope this helps you solve your problem!

 

 

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

View solution in original post

13 REPLIES 13
Mira_Ghaly
Multi Super User
Multi Super User

@jja 

1. On the works table you should have a subgrid on the works tasks is that correct?

This sub grid should have the option only related records

2. You need to create the work task through the works forms works tasks subgrid Add new work task .

Try this and the relationship mapping should work , but if you tried to create task and set the lookup it will not work and you will need JavaScript to populate it.

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here
jja
Post Prodigy
Post Prodigy

@Mira_Ghaly 

IS there any post that would guide me on the creation of JS?

jja
Post Prodigy
Post Prodigy

@dpoggemann 

Maybe you can guide. My goal is to populate prrice field based on what user selected in a lookup field on on the go before the record is saved

dpoggemann
Most Valuable Professional
Most Valuable Professional

Hi @jja ,

 

If I understand the model (depicted below), you should be able to accomplish...

dpoggemann_0-1661798314258.png

 

Please try the following:

  1. On the Tasks table, set the Work as a required column when saving the record
  2. Setup real-time workflow so when you Create the record, or update the Works relationship on the Task table that it will do an "Update" to the Tasks table. 
    1. The update should set the field value for the Task Price to the Work Price value from the Works table, since you have a 1:N relationship you will be able access that parent lookup value and set as the Task Price value in the real time workflow.

Some things to think about:

  1. The model above will not update any Tasks that are related to the Works record if the Work Price is modified.  If this is something you would want then setup a Power Automate Flow that will trigger on the Works record being updated (specifically the Work Price field) and have it loop through all the Tasks records that are related to that specific Works record and update the Task Price.

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

@dpoggemann 

I know how to create a real time workflow but it will update the price field value only when i hit save button and i want the price to be prepopulated whenever i select work name in Tasks Form when crating new Task. So it is like real time price that is populated directly into the form.

I imagine there should be a evenhandler OnChange set on Form on field Workname. So whenever the lookup field Workname is changed it should execute query to  Works table searh for Workname retrieve that work price and set this price to Price field on the form

dpoggemann
Most Valuable Professional
Most Valuable Professional

Hi @jja ,

 

I usually don't work with JavaScript side so hopefully someone else can help you with that.  If you are creating the rows from the parent Works table you can setup mappings that will set this field (see here).  This will not work if you are not creating from the parent entity and is only initial mapping.

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew
dpoggemann
Most Valuable Professional
Most Valuable Professional

Hi @jja ,

 

Not other than what I put in the link above and this means you would have a tab on your Works table that would be a subgrid of the Tasks table (or the subgrid could be on the same tab) and you would click New Task from this subgrid from the Works table.  This would automatically fill in the Works lookup (since you created from the subgrid) and then the mappings (from link above) would map the price into the field.  

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

@jja 

 

1. You can need to use the XRM tool Box - Data verse Rest API Builder to create a web api request to get the data from the works like price for example, Example below we need to retrieve Mobile from account so your api request should look like below:

Mira_Ghaly_0-1661807636844.png

2. Select Request Type= Retrieve Single

Mira_Ghaly_1-1661807721844.png

3. Choose the Table like works in your case and the fields like Price

Mira_Ghaly_2-1661807882216.png

4. Then click the XRMweb.api

5. You will be presented with the below javascript:

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", "GUID of WORKS Place HOlder", "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; // Text
	},
	function(error) {
		console.log(error.message);
	}
);

5. Next step is to get the GUID of the works field to pass to the above function in place of the GUID of WORKS Place HOlder

 So to get the ID it should be like below:

function GetWorksPrice(executionContext)
{
var formContext = executionContext.getFormContext();
//This gets the ID you will need to pass the API
var Works = formContext.getAttribute("PLACE Holder for your field name").getValue();
var Id = Works [0].id;

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", Id , "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; // Text
	},
	function(error) {
		console.log(error.message);
	}
);

}

6. Next you need to set the price field as below:

function GetWorksPrice(executionContext)
{
var formContext = executionContext.getFormContext();
//This gets the ID you will need to pass the API
var Works = formContext.getAttribute("PLACE Holder for your field name").getValue();
var Id = Works [0].id;

Xrm.WebApi.online.retrieveRecord("schemanameofworkstable", Id , "?$select=epd_abn").then(
	function success(result) {
		console.log(result);
		// Columns
		var price= result["ShcemaNameofPrice"]; 
//Set the field on the task
formContext.getAttribute("Place holder for price field name").setValue(lookup);

	},
	function(error) {
		console.log(error.message);
	}
);

}

 

 

7. Then Go to your Task form in classic mode -> Choose the field Works -> Go to Events Tab and first add your JS file

Mira_Ghaly_3-1661808659612.png

2. Then Click Add Event

Mira_Ghaly_4-1661808689624.png

Choose your library and type in your JS Name and tick the pass execution Context

Mira_Ghaly_5-1661808756435.png

 

Hope this helps you solve your problem!

 

 

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here
jja
Post Prodigy
Post Prodigy

@dpoggemann 

Now i understand why my mapping doesnt work as i want. It works only from parent entity and i am calling the map from another entity.

Between Works and Tasks I have Order Entity. I create new Order that gets it's number. Then in Orders I have a tab with Subgrid to Tasks. When i hit on it and hit new task it copies me the order number. Then i select Work category, Work task and i expect Price to be prepopulated but it will not because as i understand i am calling this mapping not from the Works entity so this approach will not work.

@Mira_Ghaly i will test your approacj and give a feedback

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