ALAGESAN PERIYASAMY's BLOG: 2013

Friday, 30 August 2013

CRM 2011 Open New or Existing Entity using Java Script

function OpenExistingRecord(entityName, recordId) {

//window.open("/main.aspx?etn=" + entityName + "&pagetype=entityrecord&id=%7B" + recordId + "%7D");
//Xrm.Utility.openEntityForm(entityName, recordId);
return href = "/main.aspx?etc=2&etn=" + entityName + "&pagetype=entityrecord&id=%7B" + recordId + "%7D";

}

//Open New Entity form with prefilled values for fields

Sample 1:

var params = {
    regardingobjectid: referenced record id,
    regardingobjectidtype: referenced record type name,
    regardingobjectidname: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

Sample 2:

var params = {
    pId: referenced record id,
    pType: referenced record type code,
    pName: referenced record display name
};

Xrm.Utility.openEntityForm("task", null, params);

Sample 3:

//Set features for how the Case form window will appear

var features = "location=no,menubar=no,status=no,toolbar=no";

//Pop the Case record

window.open("/main.aspx?etn=incident&pagetype=entityrecord&id=" + GuidValue, "_blank", features, false);

Sample 4:

//Collect values from the existing CRM form that you want to default onto your new record

var CallerGUID = Xrm.Page.data.entity.attributes.get("from").getValue()[0].id;

var CallerName = Xrm.Page.data.entity.attributes.get("from").getValue()[0].name;

//Set the parameter values

var extraqs = "&title=New Case";

extraqs += "&customerid=" + CallerGUID;

extraqs += "&customeridname=" + CallerName;

extraqs += "&customeridtype=contact";

//Set features for how the window will appear

var features = "location=no,menubar=no,status=no,toolbar=no";

//Pop the window

window.open("/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);

Sample 5:

//Open a new account record

Xrm.Utility.openEntityForm("account");

//Open an existing account record

Xrm.Utility.openEntityForm("account","A85C0252-DF8B-E111-997C-00155D8A8410");

//Open a new account record with a specific form and setting default values

var parameters = {};

parameters["formid"] = "b053a39a-041a-4356-acef-ddf00182762b";

parameters["name"] = "Test";

parameters["telephone1"] = "(425) 555-1234";

Xrm.Utility.openEntityForm("account", null, parameters);

//Open a new contact record, move it to the top left corner of the screen, and set the size of the window

var newWindow = Xrm.Utility.openEntityForm("contact");

newWindow.moveTo(0,0);

newWindow.resizeTo(800,600);

Wednesday, 24 July 2013

CRM 2011 Convert HTML text into Plain Text

private string ConvertHtmltoText(string source)

{

try

{

string result;

// Remove HTML Development formatting

// Replace line breaks with space

// because browsers inserts space

result = source.Replace("\r", " ");

// Replace line breaks with space

// because browsers inserts space

result = result.Replace("\n", " ");

// Remove step-formatting

result = result.Replace("\t", string.Empty);

// Remove repeating spaces because browsers ignore them

result = Regex.Replace(result,@"( )+", " ");

// Remove the header (prepare first by clearing attributes)

result = Regex.Replace(result,@"<( )*head([^>])*>", "<head>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"(<( )*(/)( )*head( )*>)", "</head>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,"(<head>).*(</head>)", string.Empty,RegexOptions.IgnoreCase);

// remove all scripts (prepare first by clearing attributes)

result = Regex.Replace(result,@"<( )*script([^>])*>", "<script>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"(<( )*(/)( )*script( )*>)", "</script>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"(<script>).*(</script>)", string.Empty,RegexOptions.IgnoreCase);

// remove all styles (prepare first by clearing attributes)

result = Regex.Replace(result,@"<( )*style([^>])*>", "<style>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"(<( )*(/)( )*style( )*>)", "</style>",RegexOptions.IgnoreCase);

result = Regex.Replace(result,"(<style>).*</style>)",string.Empty,RegexOptions.IgnoreCase);

// insert tabs in spaces of <td> tags

result = Regex.Replace(result,@"<( )*td([^>])*>", "\t",RegexOptions.IgnoreCase);

// insert line breaks in places of <BR> and <LI> tags

result = Regex.Replace(result,@"<( )*br( )*>", "\r",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"<( )*li( )*>", "\r",RegexOptions.IgnoreCase);

// insert line paragraphs (double line breaks) in place

// if <P>, <DIV> and <TR> tags

result = Regex.Replace(result,@"<( )*div([^>])*>", "\r\r",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"<( )*tr([^>])*>", "\r\r",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"<( )*p([^>])*>", "\r\r",RegexOptions.IgnoreCase);

// Remove remaining tags like <a>, links, images,

// comments etc - anything that's enclosed inside < >

result = Regex.Replace(result,@"<[^>]*>", string.Empty,RegexOptions.IgnoreCase);

// replace special characters:

result = Regex.Replace(result,@" ", " ",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"•", " * ",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"&lsaquo;", "<",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"&rsaquo;", ">",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"™", "(tm)",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"&frasl;", "/",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"<", "<",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@">", ">",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"©", "(c)",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"®", "(r)",RegexOptions.IgnoreCase);

result = Regex.Replace(result,@"&(.{2,6});", string.Empty,RegexOptions.IgnoreCase);

// make line breaking consistent

result = result.Replace("\n", "\r");

// Remove extra line breaks and tabs:

// replace over 2 breaks with 2 and over 4 tabs with 4.

// Prepare first to remove any whitespaces in between

// the escaped characters and remove redundant tabs in between line breaks

result = Regex.Replace(result,"(\r)( )+(\r)", "\r\r",RegexOptions.IgnoreCase);

result = Regex.Replace(result,"(\t)( )+(\t)", "\t\t",RegexOptions.IgnoreCase);

result = Regex.Replace(result,"(\t)( )+(\r)", "\t\r",RegexOptions.IgnoreCase);

result = Regex.Replace(result,"(\r)( )+(\t)", "\r\t",RegexOptions.IgnoreCase);

// Remove redundant tabs

result = Regex.Replace(result,"(\r)(\t)+(\r)", "\r\r",RegexOptions.IgnoreCase);

// Remove multiple tabs following a line break with just one tab

result = Regex.Replace(result,"(\r)(\t)+", "\r\t",RegexOptions.IgnoreCase);

// Initial replacement target string for line breaks

string breaks = "\r\r\r";

// Initial replacement target string for tabs

string tabs = "\t\t\t\t\t";

for (int index = 0; index < result.Length; index++)

{

result = result.Replace(breaks, "\r\r");

result = result.Replace(tabs, "\t\t\t\t");

breaks = breaks + "\r";

tabs = tabs + "\t";

}

// That's it.

return result;

}

catch

{

return source;

}

Wednesday, 10 July 2013

Get Html Webresource control value in Crm 2011 javascript

Here "WebResource_CboComponent" is webresource name and "CboComponent" is html control name in the html page.

the html page looks like below

var Quantity = 0;

function window.onload() {

//alert("Onload");

var _oServices;

var _sServerUrl = GetGlobalContext().getServerUrl();

var new_chargeid = window.parent.Xrm.Page.getAttribute("new_chargeid").getValue();

var fFetch = "fetch Query";

_oServices = new FetchUtil(_sServerUrl);

var oEntity = _oServices.Fetch(fFetch, ComponentsCallBack);

}

function ComponentsCallBack(results) {

var _lookupItems = new Array();

document.getElementById("CboComponent").length = 0;

if (results.length != 0) {

var Select = document.getElementById("CboComponent");

for (i = 0; i < results.length; i++) {

option = document.createElement("option");

option.text = results[i].attributes.new_name.value;

option.value = results[i].attributes.new_componentid.value.toLowerCase();

option.title = "Components";

Select.add(option, i);

}

// Select.selectedIndex = -1;

var lookup = new Array();

lookup = window.parent.Xrm.Page.getAttribute("new_componentid").getValue();

if (Select != null && lookup != null) {

var id = lookup[0].id.toLowerCase().replace('{', '').replace('}', '');

Select.value = id;

//window.parent.GetComponentRecord(id);

window.parent.GetInclusiveQuantity();

}else {

Select.selectedIndex = -1;

}

function addComponent() {

//alert("On change Event");

var Select = document.getElementById("CboComponent");

if (Select !=null && Select.selectedIndex >= 0) {

var compID = Select.options[Select.selectedIndex].value;

if (compID != null) {

var unitprice = window.parent.Xrm.Page.getAttribute("new_componentunitprice");

if (unitprice != undefined)

unitprice.setValue(null);

window.parent.GetComponentRecord(compID);

}

function ComponentLookup() {

// alert("ComponentLookup");

window.parent.document.getElementById('new_componentid').click();

}

</SCRIPT>

<BODY>

<TBODY>

<TR>

</TR></TBODY></TABLE>

</BODY></HTML>

In the Entity form load(where we used the above html page as webresource in the form) we can access the control from below code

function ToggleFormFields(disable) {

var Select = Xrm.Page.getControl("WebResource_CboComponent").getObject().

contentWindow.window.document.getElementById("CboComponent");

if(Select!=null)

Select.disabled =disable;

}

Friday, 5 July 2013

CRM 2011 Javascript Fetch XML synchronous or asynchronous using FetchUtil

Using helper function to execute FetchXML request is great.

FetchUtil.js:

/// <summary>FetchUtil.js</summary> 

var XMLHTTPSUCCESS = 200;

var XMLHTTPREADY = 4;

function FetchUtil(sOrg, sServer) {

    this.org = sOrg;

    this.server = sServer;

    if (sOrg == null) {

        if (typeof (ORG_UNIQUE_NAME) != "undefined") {

            this.org = ORG_UNIQUE_NAME;

        }

    }

    if (sServer == null) {

        this.server = window.location.protocol + "//" + window.location.host;

    }

}

FetchUtil.prototype._ExecuteRequest = function (sXml, sMessage, fInternalCallback, fUserCallback) {

    var xmlhttp = new XMLHttpRequest();

    xmlhttp.open("POST", this.server + "/XRMServices/2011/Organization.svc/web", (fUserCallback != null));

    xmlhttp.setRequestHeader("Accept", "application/xml, text/xml, */*");

    xmlhttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

    xmlhttp.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");

    if (fUserCallback != null) {

        //asynchronous: register callback function, then send the request. 

        var crmServiceObject = this;

        xmlhttp.onreadystatechange = function () { fInternalCallback.call(crmServiceObject, xmlhttp, fUserCallback) };

        xmlhttp.send(sXml);

    }

    else {

        //synchronous: send request, then call the callback function directly 

        xmlhttp.send(sXml);

        return fInternalCallback.call(this, xmlhttp, null);

    }

}

FetchUtil.prototype._HandleErrors = function (xmlhttp) {

    /// <summary>(private) Handles xmlhttp errors</summary> 

    if (xmlhttp.status != XMLHTTPSUCCESS) {

        var sError = "Error: " + xmlhttp.responseText + " " + xmlhttp.statusText;

        alert(sError);

        return true;

    } else {

        return false;

    }

}

FetchUtil.prototype.Fetch = function (sFetchXml, fCallback) {

    /// <summary>Execute a FetchXml request. (result is the response XML)</summary> 

    /// <param name="sFetchXml">fetchxml string</param>    /// <param name="fCallback" optional="true" type="function">(Optional) Async callback function if specified. If left null, function is synchronous </param>

    var request = "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";

    request += "<s:Body>";

    request += '<Execute xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">' +

'<request i:type="b:RetrieveMultipleRequest" ' +

' xmlns:b="http://schemas.microsoft.com/xrm/2011/Contracts" ' +

' xmlns:i="http://www.w3.org/2001/XMLSchema-instance">' +

'<b:Parameters xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic">' +

'<b:KeyValuePairOfstringanyType>' +

'<c:key>Query</c:key>' +

'<c:value i:type="b:FetchExpression">' +

'<b:Query>';

    request += CrmEncodeDecode.CrmXmlEncode(sFetchXml);

    request += '</b:Query>' +

'</c:value>' +

'</b:KeyValuePairOfstringanyType>' +

'</b:Parameters>' +

'<b:RequestId i:nil="true"/>' +

'<b:RequestName>RetrieveMultiple</b:RequestName>' +

'</request>' +

'</Execute>';

    request += '</s:Body></s:Envelope>';

    return this._ExecuteRequest(request, "Fetch", this._FetchCallback, fCallback);

}

FetchUtil.prototype._FetchCallback = function (xmlhttp, callback) {

    ///<summary>(private) Fetch message callback.</summary>

    //xmlhttp must be completed

    if (xmlhttp.readyState != XMLHTTPREADY) {

        return;

    }

    //check for server errors

    if (this._HandleErrors(xmlhttp)) {

        return;

    }

    var sFetchResult = xmlhttp.responseXML.selectSingleNode("//a:Entities").xml;

    var resultDoc = new ActiveXObject("Microsoft.XMLDOM");

    resultDoc.async = false;

    resultDoc.loadXML(sFetchResult);

    //parse result xml into array of jsDynamicEntity objects

    var results = new Array(resultDoc.firstChild.childNodes.length);

    for (var i = 0; i < resultDoc.firstChild.childNodes.length; i++) {

        var oResultNode = resultDoc.firstChild.childNodes[i];

        var jDE = new jsDynamicEntity();

        var obj = new Object();

        for (var j = 0; j < oResultNode.childNodes.length; j++) {

            switch (oResultNode.childNodes[j].baseName) {

                case "Attributes":

                    var attr = oResultNode.childNodes[j];

                    for (var k = 0; k < attr.childNodes.length; k++) {

                        // Establish the Key for the Attribute

                        var sKey = attr.childNodes[k].firstChild.text;

                        var sType = '';

                        // Determine the Type of Attribute value we should expect

                        for (var l = 0; l < attr.childNodes[k].childNodes[1].attributes.length; l++) {

                            if (attr.childNodes[k].childNodes[1].attributes[l].baseName == 'type') {

                                sType = attr.childNodes[k].childNodes[1].attributes[l].text;

                            }

                        }

                        switch (sType) {

                            case "a:OptionSetValue":

                                var entOSV = new jsOptionSetValue();

                                entOSV.type = sType;

                                entOSV.value = attr.childNodes[k].childNodes[1].text;

                                obj[sKey] = entOSV;

                                break;

                            case "a:AliasedValue":

                                var entRef = new jsEntityReference();

                                entRef.guid = attr.childNodes[k].childNodes[1].childNodes[2].childNodes[0].text;

                                entRef.logicalName = attr.childNodes[k].childNodes[1].childNodes[2].childNodes[1].text;

                                entRef.name = attr.childNodes[k].childNodes[1].childNodes[2].childNodes[2].text;

                                obj[attr.childNodes[k].childNodes[1].childNodes[0].text] = entRef;

                                break;

                            case "a:EntityReference":

                                var entRef = new jsEntityReference();

                                entRef.type = sType;

                                entRef.guid = attr.childNodes[k].childNodes[1].childNodes[0].text;

                                entRef.logicalName = attr.childNodes[k].childNodes[1].childNodes[1].text;

                                entRef.name = attr.childNodes[k].childNodes[1].childNodes[2].text;

                                obj[sKey] = entRef;

                                break;

                            default:

                                var entCV = new jsCrmValue();

                                entCV.type = sType;

                                entCV.value = attr.childNodes[k].childNodes[1].text;

                                obj[sKey] = entCV;

                                break;

                        }

                    }

                    jDE.attributes = obj;

                    break;

                case "Id":

                    jDE.guid = oResultNode.childNodes[j].text;

                    break;

                case "LogicalName":

                    jDE.logicalName = oResultNode.childNodes[j].text;

                    break;

                case "FormattedValues":

                    var foVal = oResultNode.childNodes[j];

                    for (var k = 0; k < foVal.childNodes.length; k++) {

                        // Establish the Key, we are going to fill in the formatted value of the already found attribute

                        var sKey = foVal.childNodes[k].firstChild.text;

                        jDE.attributes[sKey].formattedValue = foVal.childNodes[k].childNodes[1].text;

                    }

                    break;

            }

        }

        results[i] = jDE;

    }

    //return entities

    if (callback != null) callback(results);

    else return results;

}

function jsDynamicEntity(gID, sLogicalName) {

    this.guid = gID;

    this.logicalName = sLogicalName;

    this.attributes = new Object();

}

function jsCrmValue(sType, sValue) {

    this.type = sType;

    this.value = sValue;

}

function jsEntityReference(gID, sLogicalName, sName) {

    this.guid = gID;

    this.logicalName = sLogicalName;

    this.name = sName;

    this.type = 'EntityReference';

}

function jsOptionSetValue(iValue, sFormattedValue) {

    this.value = iValue;

    this.formattedValue = sFormattedValue;

    this.type = 'OptionSetValue';

}

//setting CRM fields

function SetLookupField(res, fieldName) {

    if (res[0].attributes[fieldName] != null) {

        SetLookupValue(fieldName, res[0].attributes[fieldName].id, res[0].attributes[fieldName].name, res[0].attributes[fieldName].logicalName);

    }

}

function SetNumberField(res, fieldName) {

    if (res[0].attributes[fieldName] != null) {

        Xrm.Page.getAttribute(fieldName).setValue(parseFloat(res[0].attributes[fieldName].value));

    }

}

function SetLookupValue(fieldName, id, name, entityType) {

    if (fieldName != null) {

        var lookupValue = new Array();

        lookupValue[0] = new Object();

        lookupValue[0].id = id;

        lookupValue[0].name = name;

        lookupValue[0].entityType = entityType;

        Xrm.Page.getAttribute(fieldName).setValue(lookupValue);

    }

} 

Synchronous Call Sample :

function FetchData(contactid) {

    var _oService;

    var _sOrgName = "";

    var _sServerUrl = Xrm.Page.context.getServerUrl();

    var sFetch = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +

  "<entity name='contact'>" +

  "<attribute name='fullname' />" + 

   "<filter type='and'>" +

  "<condition attribute='contactid' operator='eq'   value='" + contactid+ "' />" + 

  "</filter>" +

  "</entity>" +

  "</fetch>"

    _oService = new FetchUtil(_sOrgName, _sServerUrl);

    var res = _oService.Fetch(sFetch);

var fullName=res[0].attributes["fullname"].value;

}

Asynchronous Call Sample :

function FetchData(contactid) {

    var _oService;

    var _sOrgName = "";

    var _sServerUrl = Xrm.Page.context.getServerUrl();

    var sFetch = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +

  "<entity name='contact'>" +

  "<attribute name='fullname' />" + 

   "<filter type='and'>" +

  "<condition attribute='contactid' operator='eq'   value='" + contactid+ "' />" + 

  "</filter>" +

  "</entity>" +

  "</fetch>"

    _oService = new FetchUtil(_sOrgName, _sServerUrl);

   //The below line will be difference 

    var res = _oService.Fetch(sFetch,callBack);

}

function callBack(results){

var fullName=results[0].attributes["fullname"].value;

}

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