The first screenshot bellows shows the Business Registration form, which includes the Account (which was needed to be passed to the redirected form, along with other variables).
The solution included various steps. The first thing that needed to be done was to make sure that the Registration Id was part of the application form, so that the application form could query that data, so the field was added to the solution. The second thing was that in the Registration form, in the On Success Settings, we would set the On Success to Redirect, Check the Append Record ID to Query String and populate the Record ID Query String Parameter Name with the name of the parameter we want to use.
The next thing that we needed is to allow the Registration Entity to be available for querying using oData. In the Active Entity Lists, we created a new record, where we specified the view, Page Size, and oData Feed. The image below shows the oData Feed Settings.
Since we don’t want people to be able to query our Registration database by providing an oData query, we set the Page Size to 1, so that only a single record can be retrieved.
Finally, in the Application page, we need to create custom JavaScript, that retrieved the query string parameter(s), and retrieved the Registration Information from the OData query, and populated it in the Application Entity form page (as shown in the code example below):
1
| $(document).ready(function(){
var qsDictionary = parseQueryStringToDictionary(document.location.search);
var registrationId = qsDictionary['registrationid'];
if (!isNullUndefinedOrEmpty(registrationId))
{
// get oData Registration Info
$("#xxx_registrationid_name").attr("value","Auto Populated");
$("#xxx_registrationid").attr("value",registrationId);
$("#xxx_registrationid_entityname").attr("value","xxx_registration");
populateFields(registrationId);
}
});
function populateFields(registrationId)
{
var oDataUrl = "https://xxx.dynamics365portals.us/_odata/RegistrationSet?$filter=xxx_registrationid%20eq%20guid%27" + registrationId + "%27";
var oDataResponse = getODataResponse(oDataUrl);
if(oDataResponse != null){
$.each(oDataResponse, function (index, responseVal) {
// Fields Populate Here
var registrationNumber = getStringValue(responseVal.xxx_registration_number);
$("#xxx_registrationid_name").attr("value",registrationNumber);
var accountId = getStringValue(responseVal.xxx_accountid.Id);
var accountName = getStringValue(responseVal.xxx_accountid.Name);
setAccount(accountId, accountName);
});
}
}
function setAccount(accountId, accountName)
{
if (!isNullUndefinedOrEmpty(accountId))
{
$("#xxx_portal_accountid_name").attr("value",accountName);
$("#xxx_portal_accountid").attr("value",accountId);
$("#xxx_portal_accountid_entityname").attr("value","account");
}
}
function getODataResponse(oDataUrl) {
var response = null;
$.ajax({
type: "GET",
url: oDataUrl,
dataType: "json",
async: false
}).done(function (json) {
response = json.value;
});
return response;
}
function getStringValue(o)
{
if (o)
return o.toString();
else
return '';
}
function isNullUndefinedOrEmpty(o)
{
return (typeof (value) === "undefined" || value === null || value === '');
}
|
The end result is that the that Registration and Account (and any other fields) are populated in the Application page.
