MS CRM

Adding a lookup field to select a record and display record details of the same record in the same form by using JavaScript (OData).

Step 1:

Create a lookup field in the form in which the details should be displayed.

Step 2:

Create necessary fields to get and display record details.

Step 3:

Add the JavaScript code given below to the form properties and set the function on change of the lookup field

Eg: Here I am fetching information from lead entity

function getdetail()

{

debugger;

    var lookUpObjectValue = Xrm.Page.getAttribute("lookup field name ").getValue();

    if ((lookUpObjectValue != null))

    {

        var lookuptextvalue = lookUpObjectValue[0].name;

         var lookupid = lookUpObjectValue[0].id;

         var serverUrl = Xrm.Page.context.getClientUrl();

    //The XRM OData end-point

    var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";

    var odataSetName = "leadSet"; //which entity looking for (eg: leadSet or contactSet)

    var odataSelect = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "(guid'" + lookupid + "')";

    $.ajax({

        type: "GET",

        contentType: "application/json; charset=utf-8",

        datatype: "json",

        url: odataSelect,

        beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },

        success: function (data, textStatus, XmlHttpRequest) {

            var result= data.d;

                                //setting the to the current fields

                        Xrm.Page.getAttribute("current field name ").setValue(result.LeadFieldname1);                                             

          Xrm.Page.getAttribute("current field name ").setValue(result.LeadFieldname2)

        },

        error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + odataSelect); }

    });

    }

   }