Create an entity with related entities

Author: thedynamicshub
Date: September 30, 2016
Categories: CRM, CRM 2016, Web API
Tags: Javascript, Jquery, Programming
Comment: 0

In our earlier post we took a look at how to Create an entity with simple data types using MS Dynamics CRM Web API. Today we will create an entity with related entities. We will create the ‘primarycontact’ along with the ‘account’ record. We will also be creating an opportunity for the ‘account’ and related ‘task’ with the ‘opportunity’. Please note that for ‘lookup’, we use ‘odata.bind’ expression, but for related ‘contact’ we don’t use the ‘odata.bind’ expression. Also note the difference between single valued and collection valued properties, and multi values initialization and push functions both can be used for collection valued properties.

function addNewAccount() {

    var entity = {};
    entity.accountnumber = "ACC-201609030730"; //Single line of text
    entity.address1_country = "USA"; //Single line of text
    entity.accountcategorycode = 2; //Option Set
    entity.name = "ACC-JS-201609030730"; //Single line of text
    //Lookup
    entity["transactioncurrencyid@odata.bind"] = "/transactioncurrencies(98468ADD-F665-E611-80EE-C4346BAC1344)"; //Currency

    //adding related contact
    var contact = {};
    contact["firstname"] = "CON-JS";
    contact["lastname"] = "201609030730";

    //Primary Contact
    entity["primarycontactid"] = contact; //Single Valued Property

    var opportunity = {};
    opportunity["name"] = "OPP-JS-201609030730";

    var opportunityTask = {};
    opportunityTask["subject"] = "First Task Associated to OPP-JS-201609030730";

    var secondOpportunityTask = {};
    secondOpportunityTask["subject"] = "Second Task Associated to OPP-JS-201609030730";

    var thirdOpportunityTask = {};
    thirdOpportunityTask["subject"] = "Third Task Associated to OPP-JS-201609030730";

    opportunity["Opportunity_Tasks"] = [opportunityTask, secondOpportunityTask]; //Collection Valued Property
    opportunity["Opportunity_Tasks"].push(thirdOpportunityTask);

    entity["opportunity_customer_accounts"] = [opportunity]; //Collection Valued Property

    var req = new XMLHttpRequest();
    req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/accounts", true);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function () {

        if (this.readyState === 4) {
            req.onreadystatechange = null;
            if (this.status === 204) {
                var uri = this.getResponseHeader("OData-EntityId");
                var regExp = /\(([^)]+)\)/;
                var matches = regExp.exec(uri);
                var newEntityId = matches[1];
                Xrm.Utility.alertDialog("Account ceated with Id=" + newEntityId.toString());
            }
            else {
                Xrm.Utility.alertDialog((this.responseText));
            }
        }
    };
    req.send(JSON.stringify(entity));
}

function addNewAccount() {

var entity = {};

entity.accountnumber = "ACC-201609030730"; //Single line of text

entity.address1_country = "USA"; //Single line of text

entity.accountcategorycode = 2; //Option Set

entity.name = "ACC-JS-201609030730"; //Single line of text

//Lookup

entity["transactioncurrencyid@odata.bind"] = "/transactioncurrencies(98468ADD-F665-E611-80EE-C4346BAC1344)"; //Currency

//adding related contact

var contact = {};

contact["firstname"] = "CON-JS";

contact["lastname"] = "201609030730";

//Primary Contact

entity["primarycontactid"] = contact; //Single Valued Property

var opportunity = {};

opportunity["name"] = "OPP-JS-201609030730";

var opportunityTask = {};

opportunityTask["subject"] = "First Task Associated to OPP-JS-201609030730";

var secondOpportunityTask = {};

secondOpportunityTask["subject"] = "Second Task Associated to OPP-JS-201609030730";

var thirdOpportunityTask = {};

thirdOpportunityTask["subject"] = "Third Task Associated to OPP-JS-201609030730";

opportunity["Opportunity_Tasks"] = [opportunityTask, secondOpportunityTask]; //Collection Valued Property

opportunity["Opportunity_Tasks"].push(thirdOpportunityTask);

entity["opportunity_customer_accounts"] = [opportunity]; //Collection Valued Property

var req = new XMLHttpRequest();

req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/accounts", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 204) {

var uri = this.getResponseHeader("OData-EntityId");

var regExp = /$([^)]+)$/;

var matches = regExp.exec(uri);

var newEntityId = matches[1];

Xrm.Utility.alertDialog("Account ceated with Id=" + newEntityId.toString());

}

else {

Xrm.Utility.alertDialog((this.responseText));

}

};

req.send(JSON.stringify(entity));

}

And here is how to do it in Jquery.

function addNewAccount() {

    var entity = {};
    entity.accountnumber = "ACC-201609030730"; //Single line of text
    entity.address1_country = "USA"; //Single line of text
    entity.accountcategorycode = 2; //Option Set
    entity.name = "ACC-JS-201609030730"; //Single line of text
    //Lookup
    entity["transactioncurrencyid@odata.bind"] = "/transactioncurrencies(98468ADD-F665-E611-80EE-C4346BAC1344)"; //Currency

    //adding related contact
    var contact = {};
    contact["firstname"] = "CON-JS";
    contact["lastname"] = "201609030730";

    //Primary Contact
    entity["primarycontactid"] = contact; //Single Valued Property

    var opportunity = {};
    opportunity["name"] = "OPP-JS-201609030730";

    var opportunityTask = {};
    opportunityTask["subject"] = "First Task Associated to OPP-JS-201609030730";

    var secondOpportunityTask = {};
    secondOpportunityTask["subject"] = "Second Task Associated to OPP-JS-201609030730";

    var thirdOpportunityTask = {};
    thirdOpportunityTask["subject"] = "Third Task Associated to OPP-JS-201609030730";

    opportunity["Opportunity_Tasks"] = [opportunityTask, secondOpportunityTask]; //Collection Valued Property
    opportunity["Opportunity_Tasks"].push(thirdOpportunityTask);

    entity["opportunity_customer_accounts"] = [opportunity]; //Collection Valued Property

    $.ajax({
        type: "POST",
        contentType: "application/json; charset=utf-8",
        datatype: "json",
        url: Xrm.Page.context.getClientUrl() + "/api/data/v8.1/accounts",
        data: JSON.stringify(entity),
        beforeSend: function (XMLHttpRequest) {
            XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");
            XMLHttpRequest.setRequestHeader("OData-Version", "4.0");
            XMLHttpRequest.setRequestHeader("Accept", "application/json");
        },
        async: true,
        success: function (data, textStatus, xhr) {
            var uri = xhr.getResponseHeader("OData-EntityId");
            var regExp = /\(([^)]+)\)/;
            var matches = regExp.exec(uri);
            var newEntityId = matches[1];
            Xrm.Utility.alertDialog("Account ceated with Id=" + newEntityId.toString());
        },
        error: function (xhr, textStatus, errorThrown) {
            Xrm.Utility.alertDialog(textStatus + " " + errorThrown);
        }
    });

}

function addNewAccount() {

var entity = {};

entity.accountnumber = "ACC-201609030730"; //Single line of text

entity.address1_country = "USA"; //Single line of text

entity.accountcategorycode = 2; //Option Set

entity.name = "ACC-JS-201609030730"; //Single line of text

//Lookup

entity["transactioncurrencyid@odata.bind"] = "/transactioncurrencies(98468ADD-F665-E611-80EE-C4346BAC1344)"; //Currency

//adding related contact

var contact = {};

contact["firstname"] = "CON-JS";

contact["lastname"] = "201609030730";

//Primary Contact

entity["primarycontactid"] = contact; //Single Valued Property

var opportunity = {};

opportunity["name"] = "OPP-JS-201609030730";

var opportunityTask = {};

opportunityTask["subject"] = "First Task Associated to OPP-JS-201609030730";

var secondOpportunityTask = {};

secondOpportunityTask["subject"] = "Second Task Associated to OPP-JS-201609030730";

var thirdOpportunityTask = {};

thirdOpportunityTask["subject"] = "Third Task Associated to OPP-JS-201609030730";

opportunity["Opportunity_Tasks"] = [opportunityTask, secondOpportunityTask]; //Collection Valued Property

opportunity["Opportunity_Tasks"].push(thirdOpportunityTask);

entity["opportunity_customer_accounts"] = [opportunity]; //Collection Valued Property

$.ajax({

type: "POST",

contentType: "application/json; charset=utf-8",

datatype: "json",

url: Xrm.Page.context.getClientUrl() + "/api/data/v8.1/accounts",

data: JSON.stringify(entity),

beforeSend: function (XMLHttpRequest) {

XMLHttpRequest.setRequestHeader("OData-MaxVersion", "4.0");

XMLHttpRequest.setRequestHeader("OData-Version", "4.0");

XMLHttpRequest.setRequestHeader("Accept", "application/json");

async: true,

success: function (data, textStatus, xhr) {

var uri = xhr.getResponseHeader("OData-EntityId");

var regExp = /$([^)]+)$/;

var matches = regExp.exec(uri);

var newEntityId = matches[1];

Xrm.Utility.alertDialog("Account ceated with Id=" + newEntityId.toString());

error: function (xhr, textStatus, errorThrown) {

Xrm.Utility.alertDialog(textStatus + " " + errorThrown);

}

});

}

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Create an entity with related entities

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