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Thursday, June 25, 2015

Access Quick View Form fields – Dynamics CRM 2015

Access  Quick View Form fields

If you have any doubt in the post please post comments. I will try to solve your problem.

           Quick view forms in Dynamics CRM 2013 allow you to display all the related entity information.
Is there a way to retrieve the field value on Quick View Form using JavaScript without additional

OData call to the associated entity?
The answer is Yes and here is the sample of the form and JavaScript:

  Here is the Following steps to get the value from the QuickView form

Sample Quick Form  
  Eg: We need to get the attribute value called AccountNumber from QuickForm

Step 1:

Open the Customization->Entity->Form

Step 2:
Double click the customer pane window to see the properties and note the quickformname,and related entity name.Click Edit.
    


Step 3:
  Our goal is to get the attribute name of AccountNumber.
  After Click Edit the following dialog box with Field Properties and note down the attribute name
Code:

Syntax
QuickFormname_QuickFormname_EntityName_AttributeName

Example:
if(Xrm.Page.getControl('customerpane_qfc_customerpane_qfc_account_accountnumber') != null) {
            var caseCustomerPanectrl = Xrm.Page.getControl('customerpane_qfc_customerpane_qfc_account_accountnumber');
            strAccountNo = caseCustomerPanectrl.getAttribute('accountnumber').getValue();
        }


Well its is easily done without any stuff!!!!

4 comments:

  1. Are you sure that it works in CRM 2015 online. I dont think so because version 2015 onwards, new turbo forms have been introduced where we can't access quickview form fields using this syntax.

    ReplyDelete
  2. help not working in dynamics 2016

    ReplyDelete
  3. Ditto here, not working with CRM365 /CRM2016 :(

    ReplyDelete

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