Hi all,

I am building a custom form (modal dialog window) with the SDK which
opens on top of the opportunity form. Its purpose is to extract users
from the database in a dropdown list and allows the client to select
one and populate the selected value back into a text field in the
Opportunity form. I have about 7 fields to populate to the Opportunity
form which explains the need for a custom form.

The problem arises when I want to populate the Opportunity fields from
the select item chosen from the drop-down box. My colleague
recommended using JavaScript specifically the 'onblur' method and/or
session variables. However is there a quick and dirty method of
extracting values from one form and populating another one.

I already have a JavaScript method on my custom page which does the
following:

-------------------------------------------------------------------------
document.CrmForm.TextField.value = DropDownList.SelectedItem.Text;
-------------------------------------------------------------------------
ie. put value on the dropdown list on custom form and populate it to
Opp form

Note:
CrmForm > the form id of the Opportunity form
DropDownList.SelectedItem.Text > Value in the Custom form


I have development done on my local machine and the CRM exists on a
server. I believe it has to do with this separation but need
confirmation and help!

Cheers,

Nathan

Re: Populating fields from Custom form to an Original form by GreaterThanTwo

GreaterThanTwo
Mon Mar 01 11:33:22 CST 2004

Hi Nathan, I wouldn't recommend onblur, and session is definately NOT the
way to go. You need to use javascript to copy field values between the two
form. You could fire the javascript off of a button on your custom form.
The button would update the parent form (ie. window.opener.document), and
could then close your custom window.

You might want to refer to the MSDN DHTML reference for more details.

http://msdn.microsoft.com/workshop/author/dhtml/reference/properties/opener.asp

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now
availablefor MSCRM.
http://www.greaterthantwo.com


"N8" <nathan_g_cho@yahoo.co.nz> wrote in message
news:ad98347.0402292004.9815671@posting.google.com...
> Hi all,
>
> I am building a custom form (modal dialog window) with the SDK which
> opens on top of the opportunity form. Its purpose is to extract users
> from the database in a dropdown list and allows the client to select
> one and populate the selected value back into a text field in the
> Opportunity form. I have about 7 fields to populate to the Opportunity
> form which explains the need for a custom form.
>
> The problem arises when I want to populate the Opportunity fields from
> the select item chosen from the drop-down box. My colleague
> recommended using JavaScript specifically the 'onblur' method and/or
> session variables. However is there a quick and dirty method of
> extracting values from one form and populating another one.
>
> I already have a JavaScript method on my custom page which does the
> following:
>
> -------------------------------------------------------------------------
> document.CrmForm.TextField.value = DropDownList.SelectedItem.Text;
> -------------------------------------------------------------------------
> ie. put value on the dropdown list on custom form and populate it to
> Opp form
>
> Note:
> CrmForm > the form id of the Opportunity form
> DropDownList.SelectedItem.Text > Value in the Custom form
>
>
> I have development done on my local machine and the CRM exists on a
> server. I believe it has to do with this separation but need
> confirmation and help!
>
> Cheers,
>
> Nathan



RE: Populating fields from Custom form to an Original form by anonymous

anonymous
Tue Mar 02 03:51:05 CST 2004

Dirty solution
In your onload-event add something like
MyForm.Mycontrol.value = window.opener.crmForm.name.value

Re: Populating fields from Custom form to an Original form by nathan_g_cho

nathan_g_cho
Thu Mar 04 19:21:43 CST 2004

Great, thanks for that Mike.

I have sorta got it to work however when trying to popluate the field
on the parent form via the child form, I cannot find the particular
field name. For example I want to populate some text field value from
my child form (custom form) to text field in the parent form
(opportunity form) by the following:

window.opener.document.crmForm.CFF_x.value =
lsCompanies.SelectedItem.value;

where CFF_x is the name of my custom field. an error comes up saying
that the
"window.opener.document.crmForm.CFF_x" is null or not an object"

I understand this error as there is no initation of that field in the
C:\Inetpub\wwwroot\SFA\opps\edit.aspx page.

Therefore the fields must be contained in another file in which links
the edit.aspx page together to produce the content matter on screen.

The question is , where in the system is that particular file?

Cheers

Nathan


"GreaterThanTwo Media" <nospam_info@greaterthantwo.com> wrote in message news:<#Hm3MN7$DHA.2292@TK2MSFTNGP12.phx.gbl>...
> Hi Nathan, I wouldn't recommend onblur, and session is definately NOT the
> way to go. You need to use javascript to copy field values between the two
> form. You could fire the javascript off of a button on your custom form.
> The button would update the parent form (ie. window.opener.document), and
> could then close your custom window.
>
> You might want to refer to the MSDN DHTML reference for more details.
>
> http://msdn.microsoft.com/workshop/author/dhtml/reference/properties/opener.asp
>
> Mike
>
> greaterthantwo media
> Printable Quotes, Orders and Invoices, with line-item details, now
> availablefor MSCRM.
> http://www.greaterthantwo.com
>
>
> "N8" <nathan_g_cho@yahoo.co.nz> wrote in message
> news:ad98347.0402292004.9815671@posting.google.com...
> > Hi all,
> >
> > I am building a custom form (modal dialog window) with the SDK which
> > opens on top of the opportunity form. Its purpose is to extract users
> > from the database in a dropdown list and allows the client to select
> > one and populate the selected value back into a text field in the
> > Opportunity form. I have about 7 fields to populate to the Opportunity
> > form which explains the need for a custom form.
> >
> > The problem arises when I want to populate the Opportunity fields from
> > the select item chosen from the drop-down box. My colleague
> > recommended using JavaScript specifically the 'onblur' method and/or
> > session variables. However is there a quick and dirty method of
> > extracting values from one form and populating another one.
> >
> > I already have a JavaScript method on my custom page which does the
> > following:
> >
> > -------------------------------------------------------------------------
> > document.CrmForm.TextField.value = DropDownList.SelectedItem.Text;
> > -------------------------------------------------------------------------
> > ie. put value on the dropdown list on custom form and populate it to
> > Opp form
> >
> > Note:
> > CrmForm > the form id of the Opportunity form
> > DropDownList.SelectedItem.Text > Value in the Custom form
> >
> >
> > I have development done on my local machine and the CRM exists on a
> > server. I believe it has to do with this separation but need
> > confirmation and help!
> >
> > Cheers,
> >
> > Nathan

Re: Populating fields from Custom form to an Original form by Greaterthantwo

Greaterthantwo
Sat Mar 06 02:16:23 CST 2004

Hi Nathan, you just need to get your javascript syntax right. Are you sure
"CFF_x" is a field on your edit.aspx page? The code below works for me:

// parent window field value = this window field value
window.opener.document.crmForm.CFSenduserclientid.value=document.frmGT2.txtN
umber.value;
window.opener.document.crmForm.CFSenduserclientname.value=document.frmGT2.tx
tName.value;

Mike

Greaterthantwo Media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com


"N8" <nathan_g_cho@yahoo.co.nz> wrote in message
news:ad98347.0403041721.68064b0@posting.google.com...
> Great, thanks for that Mike.
>
> I have sorta got it to work however when trying to popluate the field
> on the parent form via the child form, I cannot find the particular
> field name. For example I want to populate some text field value from
> my child form (custom form) to text field in the parent form
> (opportunity form) by the following:
>
> window.opener.document.crmForm.CFF_x.value =
> lsCompanies.SelectedItem.value;
>
> where CFF_x is the name of my custom field. an error comes up saying
> that the
> "window.opener.document.crmForm.CFF_x" is null or not an object"
>
> I understand this error as there is no initation of that field in the
> C:\Inetpub\wwwroot\SFA\opps\edit.aspx page.
>
> Therefore the fields must be contained in another file in which links
> the edit.aspx page together to produce the content matter on screen.
>
> The question is , where in the system is that particular file?
>
> Cheers
>
> Nathan
>
>
> "GreaterThanTwo Media" <nospam_info@greaterthantwo.com> wrote in message
news:<#Hm3MN7$DHA.2292@TK2MSFTNGP12.phx.gbl>...
> > Hi Nathan, I wouldn't recommend onblur, and session is definately NOT
the
> > way to go. You need to use javascript to copy field values between the
two
> > form. You could fire the javascript off of a button on your custom
form.
> > The button would update the parent form (ie. window.opener.document),
and
> > could then close your custom window.
> >
> > You might want to refer to the MSDN DHTML reference for more details.
> >
> >
http://msdn.microsoft.com/workshop/author/dhtml/reference/properties/opener.asp
> >
> > Mike
> >
> > greaterthantwo media
> > Printable Quotes, Orders and Invoices, with line-item details, now
> > availablefor MSCRM.
> > http://www.greaterthantwo.com
> >
> >
> > "N8" <nathan_g_cho@yahoo.co.nz> wrote in message
> > news:ad98347.0402292004.9815671@posting.google.com...
> > > Hi all,
> > >
> > > I am building a custom form (modal dialog window) with the SDK which
> > > opens on top of the opportunity form. Its purpose is to extract users
> > > from the database in a dropdown list and allows the client to select
> > > one and populate the selected value back into a text field in the
> > > Opportunity form. I have about 7 fields to populate to the Opportunity
> > > form which explains the need for a custom form.
> > >
> > > The problem arises when I want to populate the Opportunity fields from
> > > the select item chosen from the drop-down box. My colleague
> > > recommended using JavaScript specifically the 'onblur' method and/or
> > > session variables. However is there a quick and dirty method of
> > > extracting values from one form and populating another one.
> > >
> > > I already have a JavaScript method on my custom page which does the
> > > following:
> > >
> >
> -------------------------------------------------------------------------
> > > document.CrmForm.TextField.value = DropDownList.SelectedItem.Text;
> >
> -------------------------------------------------------------------------
> > > ie. put value on the dropdown list on custom form and populate it to
> > > Opp form
> > >
> > > Note:
> > > CrmForm > the form id of the Opportunity form
> > > DropDownList.SelectedItem.Text > Value in the Custom form
> > >
> > >
> > > I have development done on my local machine and the CRM exists on a
> > > server. I believe it has to do with this separation but need
> > > confirmation and help!
> > >
> > > Cheers,
> > >
> > > Nathan



Re: Populating fields from Custom form to an Original form by Greaterthantwo

Greaterthantwo
Sat Mar 06 02:17:06 CST 2004

If that doesn't work for you, use the JS debugging tools included with
Windows/VS.NET. JS can be finiky at times.

Mike


"N8" <nathan_g_cho@yahoo.co.nz> wrote in message
news:ad98347.0403041721.68064b0@posting.google.com...
> Great, thanks for that Mike.
>
> I have sorta got it to work however when trying to popluate the field
> on the parent form via the child form, I cannot find the particular
> field name. For example I want to populate some text field value from
> my child form (custom form) to text field in the parent form
> (opportunity form) by the following:
>
> window.opener.document.crmForm.CFF_x.value =
> lsCompanies.SelectedItem.value;
>
> where CFF_x is the name of my custom field. an error comes up saying
> that the
> "window.opener.document.crmForm.CFF_x" is null or not an object"
>
> I understand this error as there is no initation of that field in the
> C:\Inetpub\wwwroot\SFA\opps\edit.aspx page.
>
> Therefore the fields must be contained in another file in which links
> the edit.aspx page together to produce the content matter on screen.
>
> The question is , where in the system is that particular file?
>
> Cheers
>
> Nathan
>
>
> "GreaterThanTwo Media" <nospam_info@greaterthantwo.com> wrote in message
news:<#Hm3MN7$DHA.2292@TK2MSFTNGP12.phx.gbl>...
> > Hi Nathan, I wouldn't recommend onblur, and session is definately NOT
the
> > way to go. You need to use javascript to copy field values between the
two
> > form. You could fire the javascript off of a button on your custom
form.
> > The button would update the parent form (ie. window.opener.document),
and
> > could then close your custom window.
> >
> > You might want to refer to the MSDN DHTML reference for more details.
> >
> >
http://msdn.microsoft.com/workshop/author/dhtml/reference/properties/opener.asp
> >
> > Mike
> >
> > greaterthantwo media
> > Printable Quotes, Orders and Invoices, with line-item details, now
> > availablefor MSCRM.
> > http://www.greaterthantwo.com
> >
> >
> > "N8" <nathan_g_cho@yahoo.co.nz> wrote in message
> > news:ad98347.0402292004.9815671@posting.google.com...
> > > Hi all,
> > >
> > > I am building a custom form (modal dialog window) with the SDK which
> > > opens on top of the opportunity form. Its purpose is to extract users
> > > from the database in a dropdown list and allows the client to select
> > > one and populate the selected value back into a text field in the
> > > Opportunity form. I have about 7 fields to populate to the Opportunity
> > > form which explains the need for a custom form.
> > >
> > > The problem arises when I want to populate the Opportunity fields from
> > > the select item chosen from the drop-down box. My colleague
> > > recommended using JavaScript specifically the 'onblur' method and/or
> > > session variables. However is there a quick and dirty method of
> > > extracting values from one form and populating another one.
> > >
> > > I already have a JavaScript method on my custom page which does the
> > > following:
> > >
> >
> -------------------------------------------------------------------------
> > > document.CrmForm.TextField.value = DropDownList.SelectedItem.Text;
> >
> -------------------------------------------------------------------------
> > > ie. put value on the dropdown list on custom form and populate it to
> > > Opp form
> > >
> > > Note:
> > > CrmForm > the form id of the Opportunity form
> > > DropDownList.SelectedItem.Text > Value in the Custom form
> > >
> > >
> > > I have development done on my local machine and the CRM exists on a
> > > server. I believe it has to do with this separation but need
> > > confirmation and help!
> > >
> > > Cheers,
> > >
> > > Nathan