Filter and Set Default Required Attendee using JavaScript

 Introduction: Here is JavaScript code that you can use to  make the required field show only system user records and also in case you have a requirement to the set the owner of record as default required attendee.

 

Solution:

Add below function to your web resource on load event of add.

 

 

    filterrequiredattenees: function (exec Context)

 {

        var formContext = execContext.getFormContext();

        formContext.getControl("requiredattendees").setEntityTypes(["systemuser"]); //filter the required attendees to show only records from system user entity.

 

            if (formContext.getAttribute("ownerid").getValue() != null)

 {

            ownerid = formContext.getAttribute("ownerid").getValue()[0].id.replace("{", "").replace("}", ""); // remove the brackets from ownerid

var value = new Array();

                      value[0] = new Object();

                      value[0].id = ownerid; // owner id value

 

                        Xrm.WebApi.retrieveRecord("systemuser", ownerid, "?$select=fullname").then(

                function success(data) 

{

                   // here we retrieve the owner name, the value object needs id, name and entity type parameter.

                    name = data.fullname;

                    value[0].name = name;

                    value[0].entityType = "systemuser";

formContext.getAttribute("requiredattendees").setValue(value); // set the owner as Require attendee

                },

                function (error) {

                    Xrm.Utility.alertDialog(error.message);

                })

        }

    }

 

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