What is the process for establishing the default type for an Activity Entity in Microsoft Dynamics?

Currently in the process of restructuring a portion of script code associated with the Fax Activity Entity within Microsoft Dynamics. Within the script code, the following can be found:

document.getElementById("regardingobjectid").setAttribute("defaulttype", "2");

It has come to my attention that accessing the DOM from a Web Resource is not supported in Dynamics. My goal is to modify this code to something along the lines of:

Xrm.Page.getAttribute("regardingobjectid").setValue({defaulttype: 2})

Unfortunately, there appears to be a lack of documentation on how to set the defaulttype property for the regardingobjectid field. While information regarding setting other properties exists, specifics for the regardingobjectid are missing. How can I securely set the defaulttype?

javascripttypescriptdynamics-crmmicrosoft-dynamics

Answer №1

Avoid using unsupported code, as it can cause issues.

The field called regardingobjectid is a lookup field that can reference various entity types such as contact or account.

When a user opens the 'Look Up Record' popup, the default entity displayed is usually account, but users can manually choose a different entity type with extra clicks.

In this scenario, the previous developer may be attempting to change the default entity type to contact by setting 

.setAttribute("defaulttype", "2")
.

While there may not be a officially supported method for doing this, many developers are trying to achieve similar functionality. There is even a feature request for this.

To potentially set the default view to contacts, you can use setDefaultView (MSDN):

Xrm.Page.getControl("regardingobjectid").setDefaultView("{00000000-0000-0000-00AA-000010001003}");

Make sure to replace the Guid with the appropriate id of a contact view.

For further information, check out this related resource: Lookup contacts instead of accounts on emails in MS Dynamics CRM 2013

Similar questions

If you have not found the answer to your question or you are interested in this topic, then look at other similar questions below or use the search

Fatal syntax error encountered when attempting to define a JavaScript object

Hey, I'm just starting out with JavaScript and I'm encountering a syntax error with the getValue() function in the code below. Can someone please assist me in solving it? let obj = { x:1, function getValue(){ console.log("hello") } } ...

javascriptjavascript-objects

HTML: Mark the chosen hyperlink or tag

In my HTML page, I am looking to keep the link selected when it is clicked on. Here is the initial HTML code: <table class="main-dev"> <tr> <td> <a class='titleForm' style="cursor:pointer"> ...

javascripthtmltypescript

Focusing on an input element in Angular2+

How do I set focus on an input element? Not with AngularDart, but similar to the approach shown in this question: <input type="text" [(ngModel)]="title" [focus] /> //or <input type="text" [(ngModel)]="title" autofocus /> Does Angular2 provi ...

angulartypescript

What is the process for updating tabs and their content in React?

Here is where the error occurs in my JavaScript code. I have successfully implemented it in HTML, CSS, and simple JavaScript, but encountered issues when trying to do so in React. My goal is to switch tabs and their corresponding data/content: ...

javascripthtmlcssreactjs

ReactJS component not triggering OnChange event in IE 11

While exploring the React.js documentation, I came across a suggestion to use the onChange event for text areas. Interestingly, when I tried pasting some text into an empty IE 11 text area, the onChange event failed to trigger. Surprisingly, it worked perf ...

javascriptinternet-explorerreactjs

Accessing information from a JSON array

I am encountering difficulties in fetching data from a JSON file. Whenever I click the button, it triggers the call function which then retrieves data from the json.jsp file containing an array. However, I am unable to retrieve the data successfully. Below ...

javascriptjqueryjson

JavaScript parsing error occurred

Encountering a parsing error in my JavaScript code when deploying Firebase functions. The error mentions an unexpected token, indicating there might be a character out of place. I've been stuck on this issue for weeks now. Any assistance would be grea ...

javascriptfirebase

Encountered a MongoNetworkError while attempting to establish a connection with the server at localhost:27017. The initial connection failed due to an ECONNREFUSED error at 127.0.0.1:

Encountered a MongoNetworkError: failed to connect to server [localhost:27017] on first connect [Error: connect ECONNREFUSED 127.0.0.1:27017 If I reinstall MongoDB, the code works fine. However, I am looking for a permanent solution. [error:MongoNetworkE ...

javascriptnode.jsmongodb

Ionic: Error - Unable to access the 'ready' property of an undefined object

I keep encountering this error message: TypeError: Cannot read property 'ready' of undefined Here is the snippet of my code: angular.module('app', ['ionic', 'app.controllers', 'app.routes', 'app.dir ...

javascriptangularjscordovaionic-frameworkcordova-plugins

What could be causing my state not to change in Nextjs even though I followed the quick start guide for Easy Peasy?

I recently encountered an issue while trying to implement easy peasy for global state management in my nextjs app. The problem I faced was that the state would only update when I changed pages, which seemed odd. To better understand what was going on, I de ...

javascriptreactjsnext.jseasy-peasy

Can the server-side manipulate the browser's address bar?

Picture this scenario: a public display showcasing a browser viewing a web page. Can you send a GET or POST request from a mobile device to an HTTP server, causing an AJAX/pubsub/websocket JavaScript function to alter the displayed page on the screen? Per ...

javascripthtmlnode.js

The issue with the Z-index being ineffective is causing the button to appear behind a container in the HTML-CSS

I am currently using Metro CSS (Windows 8 style) and running into an issue. Within my container, there are alerts displayed in blue, and above that is 'IT-CENTER'. When I click on 'IT-CENTER', a button should appear, but it seems to be ...

javascripthtmlcssmicrosoft-metrometro-ui-css

Turn off or delete certain features within an npm package

Is it possible to disable or remove unused functions in a npm library? I only need certain functions from the library and don't want others to be accessible. I want to retain the read function while disabling the write function to prevent developers ...

node.jstypescriptnpmpackage

Discovering a method to detect clicks outside of a React functional component

Looking to identify when a click occurs outside of a React functional component. After stumbling upon an article, I followed the provided code but unfortunately, it didn't work as expected. Despite identifying the issue, I am still searching for a so ...

javascriptreactjstypescriptdom

Encountering issues with upgrading Vue.js 2.5.2 with TypeScript

I am currently in the process of updating vue js to version 2.5.2 along with typescript 2.5.3. Below is my index.ts file: import Vue from 'vue' var app = new Vue({ el: '#app', data: { message: 'Hello Vue!' ...

typescriptvue.jsvuejs2

Modifying the font style within an ePub document can affect the page count displayed in a UIWebView

Currently in the development phase of my epubReader app. Utilizing CSS to customize the font style within UIWebView, however encountering a challenge with the fixed font size causing fluctuations in the number of pages when changing the font style. Seeki ...

javascripthtmlioscssxhtml

Nodemailer fails to send out emails despite the absence of any error messages

I'm currently working on setting up a confirmation email feature for user sign-ups on my website. I've tackled similar tasks in the past, but this time I've hit a roadblock - the emails are not being sent, and there are no error messages to ...

javascriptnode.jsnpmnodemailer

Retrieving Ajax Data Using C#

I am struggling to send data through Ajax to a C# file. Whenever I check the received data, it always comes back as null. Could there be an issue in my code? Javascript file $(".save").click(function () { var ss = "Helloo!"; $.ajax({ typ ...

javascriptc#jqueryajax

An undefined value error occurred while attempting to save data to a MongoDB collection through a node/express server

Anticipated Outcome I am looking to successfully save a new page to mongo db after server validation of input, without encountering any errors in the console. The issue seems to be originating from the post method in the routes in admin_pages.js and I&apos ...

javascriptarraysnode.jsmongodbexpress

redux reducer returns an empty array after applying filter to the state

In my React component, I am utilizing Redux to manage the state. Since I am new to Redux, I have encountered some challenges with one of the reducers I created. One of the methods in my component involves making an HTTP request and then dispatching the dat ...

javascriptarraysjsonreactjsredux