How to set field when owner is changed

Question

Hi

On an account I have some Javascript that sets a field when the owner is updated. (MS CRM2011)

This field is set correctly when a new account is created.

When the owner of an existing account is changed, (I am using the OnSave event and checking for mode 47) the value of the new field is set correctly, but when the screen refreshes the new value is not saved.

Please let me know what I need to do to get this field to save.

Thanks in advance for your assistance.

Regards Louanne

Answer 1

Can you please share the code with us.

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I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Mubasher Sharif
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Answer 2

Hi

Sorry I was not clear.  I am not trying to assign an owner to the record.

I have created a new attribute CSR.

When the owner is changed I would like to set the new CSR attribute to a value I read off the SystemUser table (default CSR).

The value goes into the new CSR attribute, but is not saved when the owner assignment is written to the database, and when the view is refreshed the new value in the CSR field is replaced with the previous value.

Can you help me with this. It is probably something very basic I'm missing as I don't do much CRM scripting.

Answer 3

Assign operation is different from Update operation, you cannot do both at the same time.

You can register a workflow that will update the attribute when the assign occurs or you can also register a plugin to do so. I'm not sure it can work with JavaScript

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Gonzalo | gonzaloruizcrm.blogspot.com

Answer 4

Hey There.

Have you tried to create an independent function which will be called when the owner field is changed?

acount_ownerid_onChange = function(){
   var owner = Xrm.Page.getAttribute('ownerid').getValue();
   if(owner == null) return;
   //value change, update a dummy boolean field here.
   Xrm.Page.getAttribute('new_ownerchanged').setValue(true);
   Xrm.Page.getAttribute('new_ownerchanged').setSubmitMode('always');
};

Answer 5

Please see below for javascript.

AccountPredefaults is call onLoad

OwnerChanged is called onSave

/*********************
Set predefaults for new records
***********************/

AccountPredefaults = function ()
{
    try {
        if (Xrm.Page.ui.getFormType() == 1) {
            // Default CSR from Sales Rep
           changeCSR();
        }
    }
    catch (err) {
        alert("Loading Account Predefaults function failed\n" + err.message);
    }

}

OwnerChanged = function ()
{
    try {
        if (event.Mode == 47)    // owner changed
        {
           // Default CSR from Sales Rep
           changeCSR();
        }
    }
    catch (err) {
        alert("Loading Account Change function failed\n" + err.message);
    }
}

/*********************
Set CSR based on Sales Rep
***********************/

function changeCSR() {
    var ownerid = Xrm.Page.getAttribute("ownerid").getValue();
    if (ownerid != null) {
        retrieveSelectedOwner(ownerid[0].id);
    }
}

function retrieveSelectedOwner(ownerid) {
    var entity = "SystemUser";
    var select = "?$select=SystemUserId,q2_DefaultCSRId"
    var oDataSelect;

    // build query string
    oDataSelect = "/XRMServices/2011/OrganizationData.svc/" + entity + "Set(guid'" + ownerid + "')" + select + "";

    $.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) {
            // Use for a single selected entity
            ProcessReturnMsg(data.d);
        },
        error: function (xmlHttpRequest, textStatus, errorThrown) {
            alert("Status: " + textStatus + "; ErrorThrown: " + errorThrown);
        }
    });
}

function ProcessReturnMsg(SystemUserEntity) {
    if (SystemUserEntity.q2_DefaultCSRId != null) {
        var csrId = SystemUserEntity.q2_DefaultCSRId.Id;
        var csrName = SystemUserEntity.q2_DefaultCSRId.Name;

        // insert the default unit of measure
        var defaultcsrid = new Array();
        defaultcsrid[0] = new Object();
        defaultcsrid[0].id = csrId;
        defaultcsrid[0].name = csrName;
        defaultcsrid[0].entityType = "SystemUser";

        Xrm.Page.getAttribute("q2_csrid").setValue(defaultcsrid);
        // force save on assignment
        Xrm.Page.getAttribute("q2_csrid").setSubmitMode("always");

        Xrm.Page.data.entity.save();
    }
}

Answer 6

Louanne, Gonzalo is correct.  Changing the Owner field does not perform an Update.  It is a separate service call.  You will need to set your field either via a workflow or a plugin.

Answer 7

Hi,

I think while you assign the record and then save it It didn't actually save the record. You can register script on change of owner lookup.

Regards,