Saturday, 10 February 2018

add more options to filter&maps in Schedule Board Dynamics CRM 365 PSA

Story: Adding custom filter options to Filter&maps in schedule board in Dynamic 365 PSA

1. Navigate to Schedule Board



2. Double click on the "Initial Public View"
3. It will open the popup
4. Navigate to : Filter Layout
5. click on edit the Filter Layout
6. Sample code is available below

<?xml version="1.0" encoding="utf-8" ?>
<filter>
  <controls>
    <control type="characteristic" key="Characteristics" label-id="ScheduleAssistant.West.Skills" />
    <control type="combo" source="entity" key="Roles" inactive-state="1" label-id="ScheduleAssistant.West.Roles" entity="bookableresourcecategory" multi="true" />
    <control type="combo" source="entity" key="Territories" unspecified-key="UnspecifiedTerritory" label-id="ScheduleAssistant.West.Territories" entity="territory" multi="true" />
    <!--<control type="combo" source="entity" key="Countries"  label-id="Country" entity="new_country" multi="true" />-->
    <control type="combo" source="entity" key="SubRegions" inactive-state="1"  label-id="SubRegion" entity="new_subregion" multi="true" />
    <control type="combo" source="entity" key="Regions"  label-id="Region" entity="new_region" multi="true" />
    <control type="combo" source="entity" key="Marketid"  label-id="MarketID" entity="new_marketid" multi="true" />
    <control type="combo" source="entity" key="OrganizationalUnits" label-id="SB_FilterPanel_OrganizationalUnitsFilter_Title" inactive-state="1" entity="msdyn_organizationalunit" multi="true" />
    <control type="combo" source="optionset" key="ResourceTypes" label-id="SB_FilterPanel_ResourceTypesFilter_Title" entity="bookableresource" attribute="resourcetype" multi="true">
      <data>
        <value id="2" />
        <value id="3" />
        <value id="4" />
        <value id="5" />
      </data>
    </control>
    <control type="combo" source="entity" key="Teams" label-id="SB_FilterPanel_TeamsFilter_Title" entity="team" multi="true" />
    <control type="combo" source="entity" key="BusinessUnits" label-id="SB_FilterPanel_BusinessUnitsFilter_Title" entity="businessunit" multi="true" />
    <control type="order" key="Orders" label-id="FilterControl_OrderLabel">
      <order name="name" entity="bookableresource" attribute="name" />
      <order name="proficiencyscore" entity="bookableresourcecharacteristic" attribute="ratingvalue" />
    </control>
  </controls>
</filter>

7. Click on the edit retrieve resource query
<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Preferred resource filter -->
          <condition ufx:if="$input/PreferredResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/PreferredResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- country filter -->
          <!--<condition operator="in" attribute="new_country" ufx:if="$input/Countries/bag">
            <ufx:apply select="$input/Countries/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>-->

          <!-- Sub Region filter -->
          <condition operator="in" attribute="new_subregion" ufx:if="$input/SubRegions/bag">
            <ufx:apply select="$input/SubRegions/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Region filter -->
          <condition operator="in" attribute="new_region" ufx:if="$input/Regions/bag">
            <ufx:apply select="$input/Regions/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- MarketID filter -->
          <condition operator="in" attribute="new_marketid" ufx:if="$input/Marketid/bag">
            <ufx:apply select="$input/Marketid/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>

    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />

      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />
    </bag>
  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>
9. it should available like below

Thursday, 21 April 2016

Getting Form

How to get a form

function controlFormRibbon() {
   var formLabel;
   var currForm = Xrm.Page.ui.formSelector.getCurrentItem();
   formLabel = currForm.getLabel();

   //this code to show the ribbon if only the current opened form is Partner,
   //otherwise remain disable/hidden
   if (formLabel == "Partner") //change this with your own specific form name
   {
      return true;
   }
   else
   {
      return false;
   }
   //you can also apply the different/reverse rule here, for example you want to hide if form is Partner
}


http://missdynamicscrm.blogspot.in/2015/02/show-hide-ribbon-based-on-specific-form-in-multiple-forms-crm.html 

Wednesday, 12 August 2015

subgrid rows color change in crm 2015

hi

this is for how we will retrieve subgrid data..

first create one entity and place it as subgrid in another entity

take the name of it.here "voter"

use the following code in main form onload.

function getVoterEligibility() {
    debugger;
    // var grid = document.getElementById("voter");
    var grid = Xrm.Page.getControl("voter").getGrid();
    if (grid == null) {
        setTimeout(function () { getVoterEligibility(); }, 2000); //if the grid hasn’t loaded run this again when it has
        return;
    }

    var totalCount = grid.getTotalRecordCount();
    if (typeof totalCount == "number" && totalCount == 0) {
        setTimeout(getVoterEligibility, 1000, "voter");
        return;
    }
    else if (totalCount > 0) {
        grid.getRows().forEach(function (row, index) {

            var rowData = row.getData();
            // $(rowData).css("background-color", "green")
            if (rowData != null) {

                var rowDataRef = rowData.getEntity().getEntityReference();
                var id = rowDataRef.id;
                var name = rowDataRef.name;
                //  alert(name);
                var entityType = rowDataRef.entityType; //contact
                //get entity
                var entity = rowData.getEntity();

                if (entity != null) {
                    //get primary attribute value
                    var entityPrimaryAttrValue = entity.getPrimaryAttributeValue();
                    //get subgrid record entity name
                    var entityName = entity.getEntityName();
                    //get entity Id
                    var entityId = entity.getId();
                    //get attributes displayed on subgrid row
                    var entityAttrbs = entity.getAttributes();
                    //   var agevalue = entityAttrbs.get(1).getValue();

                    if (entityAttrbs.get(1).getValue() <= 20) {



                        $(grid.$3_1._element).find("tr[oid='" + id + "']").each(function () {
                            $(this).css("background-color", "green");

                        });



                    }

                    else {


                        $(grid.$3_1._element).find("tr[oid='" + id + "']").each(function () {
                            $(this).css("background-color", "Yellow");

                        });

                    }
                    //get entity reference
                    var entityRef = entity.getEntityReference();
                }

            }
        });
    }

}

Tuesday, 5 May 2015

Colors of data based on the values in Dashboard crm 2013


here we want to show the font colors based on the values.. Low , High, Medium .. like..




for this:
step 1 : need to create one HTML web resource..
and add it to here.

before creating the HTML need to check the dependent files are there or not..


download and add the .js files as webresources..

then use the below code.

follow the exact order of referenced files:

<!DOCTYPE html><html lang="en" xmlns="http://www.w3.org/1999/xhtml"><head>
    <meta charset="utf-8">
    <title></title>

</head><body>
        
      <!--  <script type="text/javascript" src="usmc_solutions/jquery.js"></script>
    <script type="text/javascript" src="usmc_solutions/XrmServiceToolkit.js"></script>
    <script type="text/javascript" src="usmc_solutions/json2.js"></script>-->
    
    <script type="text/javascript" src="hp_/Scripts/json2.js"></script>
    <script type="text/javascript" src="hppscm_/Scripts/JQueryLibrary.js"></script>
    <script type="text/javascript" src="hppscm_/Scripts/XrmServiceToolkitSOAP.js"></script>
    
      <style>
        .signout a:link {
            font-weight:normal;
            color:red;
        }

        .signin a:link {
            font-weight:bold;
            color:green;
        }
    </style>
       
    <table style="width: 100%;" id="myTable">
     
    </table>
  
        
    <script type="text/javascript">
        debugger;
        var varray = "";
        retireveSystemParameters();
       

        function retireveSystemParameters() {
            //retrieve records from system parameters.
            var _fetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                "<entity name='usmc_alert'>" +
                "<attribute name='usmc_alertid' />" +
                "<attribute name='usmc_priority' />" +
                "<attribute name='usmc_name' />" +
                "<attribute name='createdon' />" +
                "<order attribute='usmc_name' descending='false' />" +
                "</entity>" +
                "</fetch>";


            var FetchData = XrmServiceToolkit.Soap.Fetch(_fetchXML);
           
            var strURL = XrmServiceToolkit.Soap.GetServerURL();

            var entityname = "usmc_alert";

            if (FetchData != null) {

                var table = document.getElementById("myTable");

                var row = table.insertRow(0);
                var cell1 = row.insertCell(0);
                var cell2 = row.insertCell(1);
                cell1.innerHTML = "Name";

                cell2.innerHTML = "Priority";




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

                    //  var table = document.getElementById("myTable");
                    row = table.insertRow(i + 1);
                    cell1 = row.insertCell(0);
                    cell2 = row.insertCell(1);
                    var names = FetchData[i].attributes.usmc_name.value;
                    var alertGuid = FetchData[i].attributes.usmc_alertid.value;
                    var Priority = FetchData[i].attributes.usmc_priority.formattedValue;
                    //  var urllink = "http://win-qctbmlihah0:5555/newtest/userdefined/edit.aspx?etc=10009&id=%7b"+alertGuid+"%7d";
                    //   var urllink = strURL + "/userdefined/edit.aspx?etc=10009&id=%7b" + alertGuid + "%7d";

                    var urllink = strURL + "/main.aspx?etc=10009&extraqs=%3f_gridType%3d10009%26etc%3d10009%26id%3d%257b" + alertGuid + "%257d%26rskey%3d%257b426407F0-4582-44F9-8D96-6EAF20E2F5BE%257d&pagemode=iframe&pagetype=entityrecord&rskey=%7b426407F0-4582-44F9-8D96-6EAF20E2F5BE%7d";
                    //  var urllink = strURL + "/main.aspx?etc=10086&extraqs=%3f_gridType%3d10086%26etc%3d10086%26id%3d%257b" + alertGuid + "%257d%26rskey%3d%257b426407F0-4582-44F9-8D96-6EAF20E2F5BE%257d&pagemode=iframe&pagetype=entityrecord&rskey=%7b426407F0-4582-44F9-8D96-6EAF20E2F5BE%7d"; 

                    //   cell1.innerHTML = '<a id="nv" href ="' + urllink + '" style="text-decoration:none;" style="color:red" name="link">' + names + '</a>';
                    cell2.innerHTML = Priority;
                    //  table.cell1.href = "http://www.google.com";
                    if (cell2.innerHTML == 'High') {

                        document.getElementById("myTable").rows[i + 1].style.color = "#ffd700";
                        cell1.innerHTML = '<a id="nv" href ="' + urllink + '" style="color:#ffd700;text-decoration:none;" name="link">' + names + '</a>';
                        //  document.getElementById("myTable").rows[i + 1].style.backgroundColor = "#FFCC99";
                        //document.getElementById("nv").link.style.color = "red";
                    }
                    if (cell2.innerHTML == 'Low') {

                        cell1.innerHTML = '<a id="nv" href ="' + urllink + '" style="color:green;text-decoration:none;" name="link">' + names + '</a>';
                        //   document.getElementById("myTable").rows[i + 1].style.backgroundColor = "#99FF99";
                        document.getElementById("myTable").rows[i + 1].style.color = "green";

                    }
                    if (cell2.innerHTML == 'Critical') {

                        cell1.innerHTML = '<a id="nv" href ="' + urllink + '" style="color:red;text-decoration:none;" name="link">' + names + '</a>';
                        // document.getElementById("myTable").rows[i + 1].style.backgroundColor = "#FFFFCC";
                        document.getElementById("myTable").rows[i + 1].style.color = "red";
                    }
                    if (cell2.innerHTML == 'Informational') {

                        cell1.innerHTML = '<a id="nv" href ="' + urllink + '" style="color:bule;text-decoration:none;" name="link">' + names + '</a>';
                        // document.getElementById("myTable").rows[i + 1].style.backgroundColor = "#99CCFF";
                        document.getElementById("myTable").rows[i + 1].style.color = "bule";
                    }

                }


            }

        }
        function GetObjectTypeCode(entityName) {
            try {
                var lookupService = new RemoteCommand("LookupService", "RetrieveTypeCode");
                lookupService.SetParameter("entityName", entityName);
                var result = lookupService.Execute();

                if (result.Success && typeof result.ReturnValue == "number") {
                    return result.ReturnValue;
                }
                else {
                    return null;
                }
            }
            catch (ex) {
                throw ex;
            }
        }

        </script>

    
</body></html>


step 2: add this webresource to the Dashboard

changes : check the URL for redirect.

Wednesday, 18 March 2015

SSRS Dates

hi

if we want to change the DateTime to Short date.. we will get null value as 01/01/0001
this is default value of Date.

need to use IIF condition for this.

=iif(isnothing(Fields!Confirmed_Check_In_Date.Value),"",FormatDateTime(Fields!Confirmed_Check_In_Date.Value, DateFormat.ShortDate))

Thursday, 12 March 2015

simple plug-in in crm 2013

for the simple plugin..

just open the class library:

add the required references

add the below code:

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using  Microsoft.Xrm.Sdk;
using  Microsoft.Xrm.Client;
using  Microsoft.Crm.Sdk.Messages;

namespace NamePlugin
{
    public class Class1 : IPlugin
    {
        public IOrganizationService service;
        public IPluginExecutionContext context;

        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)
            serviceProvider.GetService(typeof(IPluginExecutionContext));

            Entity entity;

            // Check if the input parameters property bag contains a target
            // of the create operation and that target is of type Entity.
            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {

                // Obtain the target business entity from the input parameters.
                entity = (Entity) context.InputParameters["Target"];

                string firstname = entity.Attributes["new_name"].ToString();
                string secondname = entity.Attributes["new_name1"].ToString();
                string fullname = firstname + " " + secondname;
                entity.Attributes["new_name2"] = fullname;
            }

        }
    }
}

this is simple and register it in per-operation



Wednesday, 11 March 2015

Enable trace in CRM

how to enable trace services in Dynamic CRM

first

in run .. regedit


then navigate to the