Text from the Salutation field and from the Suffix field is not added to the Full Name field of a contact form in Microsoft Dynamics CRM

• First Name
• Middle Name
• Last Name

• Pre-create
• Post-create
• Pre-update
• Post-update

• Salutation
• First Name
• Middle Name (or Middle Initial)
• Last Name
• Suffix

• Dr. Jane Smith, PhD
• Dr. Jane R. Smith, PhD
• Dr. Jane Regan Smith
• Smith, Jane Regan, PhD

• This article contains sample JScript code to add to the OnSave form event of the contact form to populate the custom Full Name field. For more information about the Pre-create, the Post-create, the Pre-update, and the Post-update business logic extensions, visit the following Microsoft Web site:
  http://msdn2.microsoft.com/en-us/library/aa680495.aspx
• After you create the custom field, additional steps are required to show the custom field on existing reports or in other areas of Microsoft Dynamics CRM.
• If you want to search on the custom field in a Microsoft Dynamics CRM view, the custom field must be added to the view on the Contact entity. For example, you may add the custom field as a Find column to the Quick Full Name view.
• The following conditions must be true before you implement this solution:
  • You must create the custom field before you can add the sample code to the OnSave form event of the contact form.
  • After you add the custom field to the form, you can add JScript to the OnSave form event to populate the custom field.
  • All fields that you use to populate the custom field must be on the contact form.
• The custom field that is used in the sample code in this article has the following name:
  new_completefname

Sample code for the OnSave form event

Example 1

/* Obtain the required values. */

var sal = crmForm.all.salutation.DataValue;
var firstName = crmForm.all.firstname.DataValue;
var middleName = crmForm.all.middlename.DataValue;
var lastName = crmForm.all.lastname.DataValue;
var suf = crmForm.all.suffix.DataValue;

/* Create a variable to store the complete full name. */
var fullName = "";

/* Create an array to set the order of the full name. */
var fName = [sal, firstName, middleName, lastName, suf];

/* Create a second array to determine whether the associated name in the 
fName array should be included in the complete full name. */
var includeFName = [true, true, true, true, true];

/* Create the value for the full name. */
for(var i = 0; i<fName.length; i++)
{
        if(fName[i] == null)
        {
            fName[i] = "";
            includeFName[i] = false;   
        }
        if(includeFName[i] == true)
        {
            fullName = fullName + fName[i] + " ";
        }
}

/* Assign the value of the fullName variable to the custom Full Name field. */
crmForm.all.new_completefname.DataValue = fullName;

Example 2

/* Obtain the required values. */

var sal = crmForm.all.salutation.DataValue;
var firstName = crmForm.all.firstname.DataValue;
var middleName = crmForm.all.middlename.DataValue;
var lastName = crmForm.all.lastname.DataValue;
var suf = crmForm.all.suffix.DataValue;

/* Check to see whether the middleName variable is null before you add a comma. */
if(middleName != null)
{
    middleName = middleName+",";
}

/* Check to see whether the lastName variable is null before you add a comma. */
if(lastName != null)
{
    lastName = lastName+",";
}

if(suf == null)
{
    middleName = crmForm.all.middlename.DataValue;
}

/* Create a variable to store the complete full name. */
var fullName = "";

/* Create an array to set the order of the full name. */
var fName = [lastName, sal, firstName, middleName, suf];

/* Create a second array to determine whether the associated name in the 
fName array should be included in the complete full name. */
var includeFName = [true, true, true, true, true];

/* Create the value for the full name. */
for(var i = 0; i<fName.length; i++)
{
        if((fName[i] == null) || (fName[i] == ","))
        {
            fName[i] = "";
            includeFName[i] = false;   
        }
        if(includeFName[i] == true)
        {
            fullName = fullName + fName[i] + " ";
        }
}

/* Assign the value of the fullName variable to the custom Full Name field. */
crmForm.all.new_completefname.DataValue = fullName;

How to add JScript to the OnSave event of the contact form

1. In Microsoft Dynamics CRM, click Settings, click Customization, and then click Customize Entities.
2. Double-click Contact, click Forms and Views, double-click Form, and then click Form Properties.
3. On the Events tab, click OnSave, and then click Edit.
4. On the Details tab, type the JScript code that you want to include in the OnSave event.
5. On the Dependencies tab in the Dependent fields box, add the fields that you use to populate the custom Full Name field. Then click OK.
6. Click OK to close the Form Properties dialog box.
7. Click Save and Close.
8. On the "Entity: Contact" form, click Actions, and then click Publish.

How to add the custom Full Name field to the "Quick Find View for Contacts" form

1. Click Settings, click Customization, and then click Customize Entities.
2. Double-click Contact, click Forms and Views, double-click Quick Find Active Contacts, and then click Add View Columns.
3. Click to select the check box for the custom Full Name field, and then click OK.
4. Click Add Find Columns, click to select the check box for the custom Full Name field, and then click OK.
5. Click Save and Close.
6. On the "Entity: Contact" form, click Actions, and then click Publish.