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.


Add below function to your web resource on load event.

    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) {


On load of form the Required attendee will be owner of record and we can add new attendee easily as the dropdown will show only user records.

Instead of users, if you need contact records, just change the set entity type->


Share Story :