Set PartyList or Regarding Lookup when using Xrm.Utility object

When using Xrm.Utility object to open entity form or quick Create form, we cannot set PartyList or Regarding Lookup with default field parameters. But there is workaround for this, we can use custom query string parameters and using custom query string parameters we can set PartyList or regarding lookup.

Suppose we want to open email entity form from contact entity and want to set To and 

Regarding lookup when email entity form opened using either

 Xrm.Utility.openEntityForm or Xrm.Utility.openQuickCreate

·         Open Email Form or quick create form

·         In Form properties, select Parameter tab.

·         Add 3 parameters, to set To partylist.

Name: new_ToType

Type: SafeString

Name: new_ToName

Type: SafeString

Name: new_ToId

Type: UniqueId

·         Add 3 parameters, to set Regarding lookup

Name: new_RegardingIdName

Type: SafeString

Name: new_RegardingIdType

Type: SafeString

Name: new_RegardingId

Type: UniqueId

·         In Email form load event add JavaScript, which will get query string parameters and will set To party and Regarding lookup.

var emailScript =

{

    setPartyListnRegarding: function () {

        if (Xrm.Page.ui.getFormType() == 1) {

            /*To Party list*/

            var ToPartyList = [];

            ToPartyList[0] = {};

            if (Xrm.Page.context.getQueryStringParameters().new_ToType != null && Xrm.Page.context.getQueryStringParameters().new_ToType != 'undefined') {

                ToPartyList[0].entityType = Xrm.Page.context.getQueryStringParameters().new_ToType;

            }

            if (Xrm.Page.context.getQueryStringParameters().new_ToId != null && Xrm.Page.context.getQueryStringParameters().new_ToId != 'undefined') {

                ToPartyList[0].id = Xrm.Page.context.getQueryStringParameters().new_ToId;

            }

            if (Xrm.Page.context.getQueryStringParameters().new_ToName != null && Xrm.Page.context.getQueryStringParameters().new_ToName != 'undefined') {

                ToPartyList[0].name = Xrm.Page.context.getQueryStringParameters().new_ToName;

            }

            /*Set To Partylist*/

            if (ToPartyList[0] != null && ToPartyList[0].id != null && ToPartyList[0].id != 'undefined')

                Xrm.Page.getAttribute("to").setValue(ToPartyList);

            /*Regarding Object Id*/

            var regarding = [];

            regarding[0] = {};

            if (Xrm.Page.context.getQueryStringParameters().new_RegardingIdName != null && Xrm.Page.context.getQueryStringParameters().new_RegardingIdName != 'undefined') {

                regarding[0].name = Xrm.Page.context.getQueryStringParameters().new_RegardingIdName;

            }

            if (Xrm.Page.context.getQueryStringParameters().new_RegardingId != null && Xrm.Page.context.getQueryStringParameters().new_RegardingId != 'undefined') {

                regarding[0].id = Xrm.Page.context.getQueryStringParameters().new_RegardingId;

            }

            if (Xrm.Page.context.getQueryStringParameters().new_RegardingIdType != null && Xrm.Page.context.getQueryStringParameters().new_RegardingIdType != 'undefined') {

                regarding[0].entityType = Xrm.Page.context.getQueryStringParameters().new_RegardingIdType;

            }

            if (regarding[0] != null && regarding[0].id != null && regarding[0].id != 'undefined')

                Xrm.Page.getAttribute("regardingobjectid").setValue(regarding);

        }

    },

};

·         In Contact form event when want to open email form, we need to pass these query string parameters which are defined above

var contactScript = {

    openEmail: function () {

       

        var parameters = {};

        /*Custom querystring parameter*/

        parameters["new_ToType"] = Xrm.Page.data.entity.getEntityName();

        parameters["new_ToName"] = Xrm.Page.getAttribute("fullname").getValue();

        parameters["new_ToId"] = Xrm.Page.data.entity.getId(); // current contact Id

        parameters["new_RegardingIdType"] = Xrm.Page.context.getQueryStringParameters().etc;

        parameters["new_RegardingIdName"] = Xrm.Page.getAttribute("fullname").getValue();

        parameters["new_RegardingId"] = Xrm.Page.data.entity.getId(); // current contact Id

        var windowsOptions = {};

        windowsOptions["openInNewWindow"] = true;

        Xrm.Utility.openEntityForm("email",null, parameters,  windowsOptions);

    },

   

};

·         Save all changes and publish.

·         Now when Email Form opened from Contact entity, using Xrm.Utiltiy, we will see To, and Regarding lookup is already set.