How to set lookup field using UII automation

Aug 11, 2011 at 8:43 AM

Hi all

I have set all data needed for creating lookups in CRM sdk to session context. I've created automation, then used get context shape. Now suppose I have lookupid, lookupname etc.. How can I set this data to lookup control?


Aug 13, 2011 at 5:00 AM

Keep in mind you are working from the UI perspective, not the SDK. If you know the value you are trying to lookup, or have acquired it via an SDK Call from another control, you would use the SetValue Shape to set the value of the control on the CRM form, then the Execute shape on the same field to get it to detect an action, at which point CRM will do the lookup automatically, in a similar way to how you would have typed in the data to the control.


Aug 16, 2011 at 6:40 AM

Thanks Matt for the answer, I'll try as you have described.