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Lee.Owen

Accessing field values from another entity via an advanced search select

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Hi,

I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity.

At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity, I've been trying for a while to pull certain values from the selected quote to populate opportunity fields, the reason behind this is to have our users have a quick "summary" of a quote that will most likely to convert into an order.

I'm familiar with accessing information across entities with CRM.GetContextInfo("entity","field name") but only when it's been a 1:many relationship for example, quotes getting information from the opportunity as in our CRM one opportunity can have many quotes but not the other way round.

We're hoping this can be done, I've tried different ways of approaching it but no luck,

Any help on this would be amazing,

Thanks in advance,

Lee

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    The link just shows how the crm.sdata() method works. This is an Ajax call.

    You can add an onchange script to the Advanced Search Select that executes an Ajax call, using crm.sdata(). The function that runs on successful completion of the fetch can then update the other fields.

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  • 0

    The link just shows how the crm.sdata() method works. This is an Ajax call.

    You can add an onchange script to the Advanced Search Select that executes an Ajax call, using crm.sdata(). The function that runs on successful completion of the fetch can then update the other fields.

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