Saturday, September 7, 2013

Jscript Reference for Microsoft CRM 2011


Most common tasks javascript in CRM 2011


  • Lookups
  • Text fields
  • Option Set
  • Bits
  • Date fields
  • Frecuent form tasks
  • Get Context data
  • Call form events
  • Pop records


Get GUID value from lookup
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 var primaryContactGUID = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].id;

Get Text value from lookup field
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var primaryContactName = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].name;

Set value in Lookup field
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// Set the value of a lookup field
function SetLookupValue(fieldName, id, name, entityType) {
    if (fieldName != null) {
        var lookupValue = new Array();
        lookupValue[0] = new LookupControlItem(id, entityType, name);
        Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
    }
}

Get value from text field
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var MainPhone = Xrm.Page.data.entity.attributes.get("telephone1").getValue();

Set value in text field
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var Name = Xrm.Page.data.entity.attributes.get("name");
Name.setValue("mytext");

Split Full Name into First and Last Names
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function PopulateNameFields() {
    var ContactName = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;
    var mySplitResult = ContactName.split(" ");
    Xrm.Page.data.entity.attributes.get("firstname").setValue(mySplitResult[0]);
    Xrm.Page.data.entity.attributes.get("lastname").setValue(mySplitResult[1]);
}

Get the numeric value from Option Set
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var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").getValue();

Get the text value from Option Set field
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var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").getSelectedOption().text;

Set value in Option Set
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var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setValue(1);

Remove value from Optionset
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Xrm.Page.getControl("fieldName").removeOption(Option_Value);

Get value from Bit field
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Xrm.Page.data.entity.attributes.get(fieldname).getValue();

Get value fro Date field
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return Xrm.Page.data.entity.attributes.get("createdon").getValue();

Get the day, month and year parts from a Date field
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function FormatDate(fieldname) {
    var d = Xrm.Page.data.entity.attributes.get(fieldname).getValue();
    if (d != null) {
        var curr_date = d.getDate();
        var curr_month = d.getMonth();
        curr_month++;  // getMonth() considers Jan month 0, need to add 1
        var curr_year = d.getFullYear();
        return curr_date + "-" + curr_month + "-" + curr_year;
    }
    else return null;
}

Set date into Date field
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//Today's date
Xrm.Page.data.entity.attributes.get("new_date1").setValue(new Date());
 
//Next week
Xrm.Page.data.entity.attributes.get("new_date2").setValue(new Date(today.setDate(today.getDate() + 7)));
 
//Set the Time portion of a Date Field
Xrm.Page.getAttribute(attributeName).setValue(new Date().setHours(8, 30, 0)) //today at 8:30

Change Requirement Level to fields
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Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setRequiredLevel("required");
Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setRequiredLevel("none");

Disable a field
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Xrm.Page.ui.controls.get("address1_addresstypecode").setDisabled(true);

Force Submit the Save of a Disabled Field
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// Save the Disabled Field
Xrm.Page.data.entity.attributes.get("new_date1").setSubmitMode("always");

Show/Hide a field
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Xrm.Page.ui.controls.get("name").setVisible(false);

Show/Hide a field based on a Bit field
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var ExistingCustomerBit = Xrm.Page.data.entity.attributes.get("new_existingcustomer").getValue();
if (ExistingCustomerBit == false)
   Xrm.Page.ui.controls.get("customerid").setVisible(false);
else
   Xrm.Page.ui.controls.get("customerid").setVisible(true);

Show/Hide a nav item
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Xrm.Page.ui.navigation.items.get("navContacts").setVisible(false);

Show/Hide a Section

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Xrm.Page.ui.tabs.get("tab0").sections.get("general").setVisible(false);

Show/Hide a Tab

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Xrm.Page.ui.tabs.get("tab0").setVisible(visible);

Determine which fields on the form are dirty
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var attributes = Xrm.Page.data.entity.attributes.get()
for (var i in attributes)
{
   var attribute = attributes[i];
   if (attribute.getIsDirty())
      alert("attribute dirty: " + attribute.getName());
 
}

Refresh a Sub-Grid
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Xrm.Page.ui.controls.get("target_grid").refresh();

Add OnChange to field
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Xrm.Page.data.entity.attributes.get("target_field").addOnChange(MyFunction);

Fire OnChange on field
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Xrm.Page.getAttribute("target_field").fireOnChange();

Remove OnChange to field
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Xrm.Page.getAttribute("target_field").removeOnChange(MyFunction);

Change the default entity in the lookup window of a Customer or Regarding field
Note: I am setting the customerid field’s lookup window to offer Contacts (entityid 2) by default (rather than Accounts). I have also hardcoded the GUID of the default view I wish displayed in the lookup window.
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document.getElementById("customerid").setAttribute("defaulttype", "2");
var ViewGUID= "A2D479C5-53E3-4C69-ADDD-802327E67A0D";
Xrm.Page.getControl("customerid").setDefaultView(ViewGUID);

Determine the Form Type
Note: Form type codes: Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)
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var FormType = Xrm.Page.ui.getFormType();

Get the GUID of the current record
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var GUIDvalue = Xrm.Page.data.entity.getId();

Get the GUID of the current user
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var UserGUID = Xrm.Page.context.getUserId();

Get Security Roles from the current user
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Xrm.Page.context.getUserRoles()

Determine the CRM server URL
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var serverUrl = Xrm.Page.context.getServerUrl();

Save the form
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Xrm.Page.data.entity.save();

Save and close the form
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Xrm.Page.data.entity.save("saveandclose");

Close the form
Note: the user will be prompted for confirmation if unsaved changes exist
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Xrm.Page.ui.close();

Pop existing lookup window from field
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window.document.getElementById('new_existingcase').click();

Pop an existing CRM record
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//Set features for how the window will appear
var features = "location=no,menubar=no,status=no,toolbar=no";
 
// Get the CRM URL
var serverUrl = Xrm.Page.context.getServerUrl();
 
// Cater for URL differences between on premise and online
if (serverUrl.match(/\/$/)) {
    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}
 
window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&id=" + encodeURIComponent(IncidentId), "_blank", features, false);

Pop the Create form of a CRM record type
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//Collect values from the existing CRM form that you want to default onto the new record
var parententity = Xrm.Page.getAttribute("from").getValue();
 
//Set the parameter values
var extraqs = "&title=New Case";
extraqs += "&customerid=" + parententity.id;
extraqs += "&customeridname=" + parententity.name;
//if you need to send parameters from personal entities this parameter send it without type
extraqs += "&customeridtype=contact";
 
//Set features for how the window will appear
var features = "location=no,menubar=no,status=no,toolbar=no";
 
// Get the CRM URL
var serverUrl = Xrm.Page.context.getServerUrl();
 
// Cater for URL differences between on premise and online
if (serverUrl.match(/\/$/))
    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
 
//Pop the window
window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);

Pop Dialog from a ribbon button
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var DialogGUID = "128CEEDC-2763-4FA9-AB89-35BBB7D5517D";
serverUrl = serverUrl + "cs/dialog/rundialog.aspx?DialogId=" + "{" + DialogGUID + "}" + "&EntityName=lead&ObjectId=" + sLeadID;
PopupCenter(serverUrl, "mywindow", 400, 400);
window.location.reload(true);
 
function PopupCenter(pageURL, title, w, h) {
    var left = (screen.width / 2) - (w / 2);
    var top = (screen.height / 2) - (h / 2);
    var targetWin = window.showModalDialog(pageURL, title, 'toolbar=no, location=no, directories=no, status=no, menubar=no, scrollbars=no, resizable=no, copyhistory=no, width=' + w + ', height=' + h + ', top=' + top + ', left=' + left);
}
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