Showing posts with label Mapping Value from Parent Form. Show all posts
Showing posts with label Mapping Value from Parent Form. Show all posts

Friday, January 27, 2012

Mapping Value from Parent Form to child View in CRM

Sometimes, you have to get the value from parent form and has to show in the child form. Clients may use 2 methods to open child view.
1. Using Associate Views
2. Using Sub Grid
3. Using button in ribbon

Base on the clients' selected method, we have to implement the code, because if the child form is created using Associate Views, window.parent.opener.Xrm.Page.data will be null and when calling from sub grids window.top.opener.parent.Xrm.Page.ui will be null.

So here, I have implemented a method to check both conditions. And in the Parent form, you may have a Lookup, int, decimal or picklist, that has to be mapped with different control in child page

Then, copy below function to your common Library JS (If you dont have a common JS web resource, it's time to create a one)

function MapFromParentForm(target, source)
{
    var targetControl = Xrm.Page.data.entity.attributes.get(target);
    var sourceControl;

    if (window.top.opener.parent != null && window.top.opener.parent.Xrm != null 
                    && window.top.opener.parent.Xrm.Page != null 
                    && window.top.opener.parent.Xrm.Page.ui != null)
    {        
        sourceControl = window.top.opener.parent.Xrm.Page.data.entity.attributes.get(source);
    }
    else if(window.parent != null && window.parent.opener != null 
                    && window.parent.opener.Xrm != null 
                    && window.parent.opener.Xrm.Page != null 
                    && window.parent.opener.Xrm.Page.data != null 
                    && window.parent.opener.Xrm.Page.data.entity != null 
                    && window.parent.opener.Xrm.Page.data.entity.attributes != null)
    {
        sourceControl = window.parent.opener.Xrm.Page.data.entity.attributes.get(source);
    }

    if (targetControl != null && sourceControl != null)
    {
        var sourceValue;
        if (sourceControl.getAttributeType() == "lookup")
        {
            sourceValue = sourceControl.getValue()[0].name;
        }
        else
        {
            sourceValue = sourceControl.getValue();
        }


        if (targetControl.getAttributeType() == "lookup")
        {
            targetControl.setValue(sourceValue)
        }
        else if (targetControl.getAttributeType() == "optionset")
        {
            targetControl.setValue(parseInt(sourceValue))
        }
        else
        {
            targetControl.setValue(sourceValue)
        }
    }
}


Then from the child Page form,
1. Add the Common Javascript web Resouce
2. And in form onLoad event, called the function as below

MapFromParentForm with the dynamic parameters as 'new_name', 'new_contactId' where 'new_name' is the control in child form and 'new_contactId' is in the parent form