Setting a lookup value to null

To set a lookup field to null you'd do the following in your c# code:

vehicle.new_accountid = new Lookup();
vehicle.new_accountid.IsNull = true;
vehicle.new_accountid.IsNullSpecified = true;

To do the same using JavaScript, you'd do the following:

crmForm.all.new_accountid.DataValue = null;

Performing a Javascript Web Service call to the Metadata Service

About a week ago a colleague of mine told me that he'd been able to use my JS script to retrieve fields from a related record upon the change of a lookup value- which worked exactly as he wanted. However, one of the fields he retrieved was a Picklist value- which was obviously a numeric value and pretty pointless since the field he was displaying the value in was nvarchar.

He had three options;

1) Hard code the text values for each option value in his code (yeah, right!),

2) Create a picklist with the same values (text and numeric) as the source picklist and ensure that his documentation clearly outlines that the two picklists will forever have to kept in sync (umm, no thanks),

3) Perform a web service call to the Metadata service and retrieve the options for the source picklist (!).

So I decided to put together the JavaScript code to achieve (3). In the example below, I'm retrieving the accountcategorycode field from the Account entity.

var request = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
"  <soap:Body>" +  
"    <Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
"      <Request xsi:type=\"RetrieveAttributeRequest\">" +
"        <MetadataId>00000000-0000-0000-0000-000000000000</MetadataId>" +
"        <EntityLogicalName>account</EntityLogicalName>" +
"        <LogicalName>accountcategorycode</LogicalName>" + 
"        <RetrieveAsIfPublished>false</RetrieveAsIfPublished>" +
"      </Request>" +
"    </Execute>" +
"  </soap:Body>" + 
"</soap:Envelope>" +
"";

var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");

xmlHttpRequest.Open("POST", "/mscrmservices/2007/MetadataService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Execute");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", request.length);
xmlHttpRequest.send(request);

var result = xmlHttpRequest.responseXML;
alert(result.xml);

Hope that helps somebody out there!

Performing a JavaScript web service call

The following example shows to perform a web service call to work out whether the Potential Customer of an Opportunity is on Credit Stop or not. It should be placed in the OnChange event of the Customer field on the Opportunity record.

    //Prepare variables for a account to retrieve.

    var accountid = crmForm.all.customerid.DataValue[0].id

    var authenticationHeader = GenerateAuthenticationHeader();



    //Prepare the SOAP message.

    var xml = "<?xml version='1.0' encoding='utf-8'?>"+ 

    "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+

    " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+

    " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+ 

    authenticationHeader+ 

    "<soap:Body>"+ 

    "<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+ 

    "<entityName>account</entityName>"+ 

    "<id>"+accountid+"</id>"+ 

    "<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+ 

    "<q1:Attributes>"+ 

    "<q1:Attribute>creditonhold</q1:Attribute>"+ 

    "<q1:Attribute>name</q1:Attribute>"+ 

    "</q1:Attributes>"+ 

    "</columnSet>"+ 

    "</Retrieve>"+ 

    "</soap:Body>"+ 

    "</soap:Envelope>";

    //Prepare the xmlHttpObject and send the request.

    var xHReq = new ActiveXObject("Msxml2.XMLHTTP");

    xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

    xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Retrieve");

    xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

    xHReq.setRequestHeader("Content-Length", xml.length);

    xHReq.send(xml);

    //Capture the result.

    var resultXml = xHReq.responseXML;