tag:blogger.com,1999:blog-6761047543995180644.post7546524119275645384..comments2023-11-02T05:49:34.764-05:00Comments on Darren's CRM Blog: Secondary LookupDarren Liuhttp://www.blogger.com/profile/08543004501656989176noreply@blogger.comBlogger21125tag:blogger.com,1999:blog-6761047543995180644.post-45019543557861752672008-02-20T07:20:00.000-06:002008-02-20T07:20:00.000-06:00Darren, thank you for this script that works excel...Darren, thank you for this script that works excellently in CRM 3.0.<BR/><BR/>Do you maybe have any ideas how should it be modified to work in CRM 4.0? I have upgraded my 3.0 installation to 4.0 and it (and only it) stopped working (all other customizations not involving JavaScript are OK).<BR/><BR/>Thank you!Hrvojehttps://www.blogger.com/profile/13434849243429878401noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-19492911825089635082007-10-24T11:24:00.000-05:002007-10-24T11:24:00.000-05:00What I need to find out is, after you choose a new...What I need to find out is, after you choose a new secondary contact, what is the GUID of said contact before you save?Aegnorhttps://www.blogger.com/profile/06195585394471221773noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-13488835248915566002007-10-24T06:39:00.000-05:002007-10-24T06:39:00.000-05:00Hello, I've tried this solution and while the proc...Hello, I've tried this solution and while the process seems to work fine new_secondarycontactvalue is set to the name rather then the guid of the contact I selected. Do you know what's going on?<BR/><BR/>ThanksAegnorhttps://www.blogger.com/profile/06195585394471221773noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-35223567269061479982007-09-30T22:27:00.000-05:002007-09-30T22:27:00.000-05:00Darren,Thank you for posting the most helpful code...Darren,<BR/>Thank you for posting the most helpful code I have seen!Unknownhttps://www.blogger.com/profile/15613973596008713986noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-83549341690131837902007-09-26T06:01:00.000-05:002007-09-26T06:01:00.000-05:00Hi TIAM and everybody!Yes, it's possible to use Fe...Hi TIAM and everybody!<BR/><BR/>Yes, it's possible to use Fetch XML but you have to use crmForm.all.new_secondarycontactname instead secondarycontactvalue.<BR/><BR/>Good Luck!Unknownhttps://www.blogger.com/profile/11164998367209716543noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-70540673175201196182007-09-22T08:58:00.000-05:002007-09-22T08:58:00.000-05:00Hy darren,Is it possible to use fetch XML to filte...Hy darren,<BR/><BR/>Is it possible to use fetch XML to filter data of shown lookup objects? <BR/> <BR/>please help<BR/><BR/>tiamppUnknownhttps://www.blogger.com/profile/12561171950802112381noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-67851629992809932012007-09-10T02:31:00.000-05:002007-09-10T02:31:00.000-05:00I am looking for a solution to the problem of rpag...I am looking for a solution to the problem of rpage and christina as well, thanks.Unknownhttps://www.blogger.com/profile/09442244789871408409noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-39945646879385183852007-05-29T13:57:00.000-05:002007-05-29T13:57:00.000-05:00hi darren,i am having the same problem as rpage, w...hi darren,<BR/><BR/>i am having the same problem as rpage, where on save, the guid populates the field instead of contact.<BR/><BR/>I have added these lines as you suggested:<BR/><BR/>var S_CONTACT_NAME = crmForm.all.new_secondarycontactname.parentElement.parentElement.firstChild.innerText; <BR/><BR/>crmForm.all.new_secondarycontactvalue.value = S_CONTACT_NAME;<BR/><BR/>Add the following line of code to see if it works:<BR/>----------------------------------<BR/><BR/>crmForm.all.new_secondarycontactvalue.click();<BR/><BR/><BR/>but this did not help. <BR/>Did you are rpage ever figure out the issue?Unknownhttps://www.blogger.com/profile/06215255517989678613noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-25920753621388344772007-04-30T08:58:00.000-05:002007-04-30T08:58:00.000-05:00uuupss....found the solution: on save event: was n...uuupss....<BR/><BR/>found the solution: on save event: was not activated...<BR/><BR/>everything is working fine now :-)<BR/><BR/>greets c.Unknownhttps://www.blogger.com/profile/05297547430778205245noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-84575122620893611332007-04-30T08:23:00.000-05:002007-04-30T08:23:00.000-05:00hy rpage, hy darren i have implemented the code su...hy rpage, hy darren <BR/>i have implemented the code successfully. <BR/><BR/>now I have done it in another crm system and have the same error than rpage. <BR/><BR/>have you found a solution???<BR/>very urgent please!!!Unknownhttps://www.blogger.com/profile/05297547430778205245noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-86335015885699522662007-04-30T07:07:00.000-05:002007-04-30T07:07:00.000-05:00hi darren,I've succesfully implemented this piece ...hi darren,<BR/>I've succesfully implemented this piece of code into my customization. But I realized a problem when using the custom lookup in the "Bulk Edit" Form. I get an error in line 1 of the dlg_bulkedit.aspx. Did seen this error before? Do you have any idea how to solve this problem? MarlenM Gothehttps://www.blogger.com/profile/01978612107290884884noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-4238759138750218612007-04-27T08:19:00.000-05:002007-04-27T08:19:00.000-05:00Hy darren,is it possible to use fetch XML to incre...Hy darren,<BR/>is it possible to use fetch XML to increase the number of shown lookup objects? <BR/><BR/>if yes, where in the code do I put the fetch XML?<BR/><BR/>thx<BR/>christineUnknownhttps://www.blogger.com/profile/05297547430778205245noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-45505124320919078562007-04-03T07:45:00.000-05:002007-04-03T07:45:00.000-05:00Hi there darren,Tried it as well and it did not fu...Hi there darren,<BR/><BR/>Tried it as well and it did not function properly. It's as if the variable place holder is erased when you press save and does not get regenerated when you open the form. You can reach me at my work address, <BR/><BR/>rpage@esbs.ca<BR/><BR/>Thank you,Unknownhttps://www.blogger.com/profile/01100688719207224626noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-79266768546524861542007-04-02T10:44:00.000-05:002007-04-02T10:44:00.000-05:00I am not able to post html comments here. but for ...I am not able to post html comments here. but for the second else statement in the form onLoad event. swap the variable "temp" with "crmForm.all.new_secondarycontactvalue.value".<BR/><BR/>It should work.Darren Liuhttps://www.blogger.com/profile/08543004501656989176noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-49060079256153604072007-04-02T09:46:00.000-05:002007-04-02T09:46:00.000-05:00Hi Darren,I tried adding in the line of code and i...Hi Darren,<BR/><BR/>I tried adding in the line of code and it still does not cause the name to reappear. Somehow just the contact card icon is loaded (which when clicked does bring me to the specified contact and not kust a look-up), but the corresponding name is not displayed when you reopen an instance of the entity. Should there not be a line of code in the OnLoad to pick it up and display it? Or as you indicated with the OnSave?<BR/><BR/>Besides that this bit of code is very nify and I can see many other applications for it.<BR/><BR/>Richard.Unknownhttps://www.blogger.com/profile/01100688719207224626noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-8570322060365065822007-04-02T08:59:00.000-05:002007-04-02T08:59:00.000-05:00var S_CONTACT_NAME = crmForm.all.new_secondarycont...var S_CONTACT_NAME = crmForm.all.new_secondarycontactname.parentElement.parentElement.firstChild.innerText; <BR/><BR/>crmForm.all.new_secondarycontactvalue.value = S_CONTACT_NAME;<BR/><BR/>Add the following line of code to see if it works:<BR/>----------------------------------<BR/><BR/>crmForm.all.new_secondarycontactvalue.click();<BR/>--------------------------------Darren Liuhttps://www.blogger.com/profile/08543004501656989176noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-64093656685472332332007-03-29T08:56:00.000-05:002007-03-29T08:56:00.000-05:00I have cut and pasted your code and used the same ...I have cut and pasted your code and used the same naming convention as you did for the custom attributes and still do not see the name in the filed.Unknownhttps://www.blogger.com/profile/01100688719207224626noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-31869993490582405012007-03-28T21:59:00.000-05:002007-03-28T21:59:00.000-05:00Did you paste the form onSave code? That puts the ...Did you paste the form onSave code? That puts the name and the guid into the approprite field. When you open up the form, it will bring the value from those fields to build the lookup box.Darren Liuhttps://www.blogger.com/profile/08543004501656989176noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-80827928944540474722007-03-27T14:16:00.000-05:002007-03-27T14:16:00.000-05:00Hi Darren, thanks for the post.I am wondering why ...Hi Darren, thanks for the post.<BR/><BR/>I am wondering why the contact name disappears after I save the form, but the little contact card stays visable. Is there some way to keep the name and the card visable?Richard pagehttps://www.blogger.com/profile/10992737100274587922noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-60922492665700931762007-03-27T10:05:00.000-05:002007-03-27T10:05:00.000-05:00lookupclass = NonTemplateCampaignHope this helpslookupclass = NonTemplateCampaign<BR/><BR/>Hope this helpsDarren Liuhttps://www.blogger.com/profile/08543004501656989176noreply@blogger.comtag:blogger.com,1999:blog-6761047543995180644.post-87678955456030294432007-03-26T06:16:00.000-05:002007-03-26T06:16:00.000-05:00hy darren,how do I use the code for other entities...hy darren,<BR/>how do I use the code for other entities (i.e. I want to show up an "internal coach" lookup in the contact form. refering to the user entity.)<BR/><BR/>I'm not able to identify the expressions for class='lu' lookuptypes='2' lookuptypenames='contact:2' and lookupclass='BasicCustomer' <BR/><BR/>can you hlep please???<BR/>e.g. campaign:is the following right? <BR/>calss 'lu' <BR/>lookuptypes = '4400'<BR/>lookuptypenames = 'campaign:4400'<BR/>lookupclass = campaign ?????cjakubekhttps://www.blogger.com/profile/09586383300701093669noreply@blogger.com