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









Wednesday, 26 November 2014

Meta Data in DropDown List in CRM 2013

Hi,

this page explains how we can bring and show the metadata in dropdown list(in HTML page).

1. Download the latest SDK.

go to : SDK\SampleCode\JS\SOAPForJScript\SOAPForJScript\Scripts

   check SDK.MetaData.js is there or not..
if yes :

2. Create a javascript webresource with name of : SDK.MetaData
   example : new_/Scripts/SDK.MetaData.js (use same formate for naming)

3. attach the SDK.MetaData.js from bin folder.

4. now create a HTML webresource with name of : /MetaDataDemo.htm

example : new_/MetaDataDemo.htm (use same format for naming).

5. attach the file : SDK\SampleCode\JS\SOAPForJScript\SOAPForJScript\MetaDataDemo.htm

here you will see the start button.. by clicking on this we will get entities, by clicking on entity we will get attributes.

now need to modify according to our requirement.

copy paste this code on the html webresource;

<!DOCTYPE html>
<!--
This file is part of the Microsoft Dynamics CRM SDK code samples.

Copyright (C) Microsoft Corporation.  All rights reserved.

This source code is intended only as a supplement to Microsoft
Development Tools and/or on-line documentation.  See these other
materials for detailed information regarding Microsoft code samples.

THIS CODE AND INFORMATION ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY
KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE
IMPLIED WARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A
PARTICULAR PURPOSE.
-->
<!--<snippetMetaDataDemo>-->
<html lang="en-US">
<head>
    <title>Metadata Demonstration</title>
    <script src="../ClientGlobalContext.js.aspx" type="text/javascript"></script>
    <script src="hppscm_/Scripts/SDK.MetaData.js" type="text/javascript"></script>
    <script type="text/javascript">
        // An unordered list element to add Entity list items to
        var results;
        // An area to display messages
        var message;

        // Alert flag to indicate the changes
        // var alertFlag;

        function startSample() {
            ///<summary>
            /// Initializes the sample when the document is ready
            ///</summary>
            //Assign the global variables
            results = document.getElementById("results");
            message = document.getElementById("message");
            //    alertFlag = document.getElementById("dispalert");
            // document.getElementById("btnstartSample").setAttribute("disabled", "disabled");
            //Retrieve entities
            window.parent.SDK.Metadata.RetrieveAllEntities(window.parent.SDK.Metadata.EntityFilters.Entity,
             false,
             successRetrieveAllEntities,
             errorRetrieveAllEntities);
            // setText(message, "Loading...");

        }
        function btnSubmitValues() {
            var placeHValue = document.getElementById("placeholder");
            var dropdValue = document.getElementById("attributeselect");
            var EntityList= document.getElementById("entityselect");
            var seletedvalue = dropdValue.options[dropdValue.selectedIndex].text;
            var entityselectevalue = EntityList.options[EntityList.selectedIndex].text;
          //  var merge = placeHValue.value + seletedvalue;

            var Xrm;
            if (window.opener) { Xrm = window.opener.Xrm; }
            else if (window.parent) { Xrm = window.parent.Xrm; }
            var Formname = Xrm.Page.getAttribute("hppscm_name").getValue();
            var FormField = Xrm.Page.getAttribute("hppscm_field").getValue();

            Xrm.Page.getAttribute("hppscm_name").setValue(placeHValue.value);
            Xrm.Page.getAttribute("hppscm_field").setValue(seletedvalue);
            Xrm.Page.getAttribute("hppscm_entity").setValue(entityselectevalue);
           // alert(merge);

        }

        function successRetrieveAllEntities(entityMetadataCollection) {
            ///<summary>
            /// Receives the data from SDK.Metadata.RetrieveAllEntities and
            /// appends a list item to results for each one.
            ///</summary>

            entityMetadataCollection.sort(function (a, b) {
                if (a.LogicalName < b.LogicalName)
                { return -1 }
                if (a.LogicalName > b.LogicalName)
                { return 1 }
                return 0;
            });

            var EntityDropdown = document.getElementById('entityselect');
            var totalfields = entityMetadataCollection.length;
            var optionsList = new Array(totalfields);

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

                var entity = entityMetadataCollection[i];
                var entityNode = document.createElement("li");
                var entitySpan = document.createElement("span");

                setText(entitySpan, entity.SchemaName);
                entitySpan.id = entity.LogicalName;
                optionsList[i] = entity.LogicalName;
                entitySpan.title = "Click to Retrieve Attributes.";
                entitySpan.attributesRetrieved = false;
                // Add the event handler to retrieve attributes
                if (entity.LogicalName == "hppscm_visaapplication") {
                    entitySpan.onload = retrieveAttributes;
                   // EntityDropdown.options[i].selected=true;
                    entitySpan.onclick = retrieveAttributes;
                    entitySpan.style.cursor = "pointer";

                   // entityNode.appendChild(entitySpan);
                   // results.appendChild(entityNode);
                }
            }

            for (var i = 0; i < optionsList.length; i++) {
                option = new Option(optionsList[i], optionsList[i]);
                EntityDropdown.appendChild(option);// = option;
                if(optionsList[i]=="hppscm_visaapplication")
                {
                    EntityDropdown.options[i].selected = true;
                }
            }

            //setText(message, entityMetadataCollection.length +
            //" entities retrieved. Click each entity to retrieve the entity attributes.");

            retrieveAttributes();
        }
        function errorRetrieveAllEntities(error) {
            ///<summary>
            /// Displays the error returned from  SDK.Metadata.RetrieveAllEntities if it fails.
            ///</summary>
            setText(message, error.message);

        }

        function retrieveAttributes() {
            ///<summary>
            /// Retrieves attributes for the entity list item that is clicked
            ///</summary>
            //  if (this.attributesRetrieved == false) {
            var EntityList = document.getElementById("entityselect");
            //var seletedvalue = dropdValue.options[dropdValue.selectedIndex].text;
            var entityselectevalue = EntityList.options[EntityList.selectedIndex].text;
            var entityLogicalName = entityselectevalue;//this.id;
                // Display an entity list item level notification while retrieving data.
                var notification = document.createElement("span");


                setText(notification, "   Retrieving attributes for " + entityLogicalName + "...");
                notification.id = entityLogicalName + "Notification";
              //  entityLogicalName.parentElement.appendChild(notification);

                window.parent.SDK.Metadata.RetrieveEntity(window.parent.SDK.Metadata.EntityFilters.Attributes,
                entityLogicalName,
                null,
                false,
                function (entityMetadata) { successRetrieveEntity(entityLogicalName, entityMetadata); },
                errorRetrieveEntity);


           // }
            //this.attributesRetrieved = true;
          //  this.title = "";
        }

        function successRetrieveEntity(logicalName, entityMetadata) {
            ///<summary>
            /// Retrieves attributes for the entity list item that is clicked
            ///</summary>

            // Update the entity list item notification when data is retrieved.

            entityMetadata.Attributes.sort(function (a, b) {
                if (a.LogicalName < b.LogicalName)
                { return -1 }
                if (a.LogicalName > b.LogicalName)
                { return 1 }
                return 0;
            });

            //var notification = setText(document.getElementById(logicalName +
            //"Notification"), "   Retrieved " + entityMetadata.Attributes.length + " attributes.");

            var attributeList = document.createElement("ul");
            var dropdownlist = document.getElementById('attributeselect');
            var totalfields = entityMetadata.Attributes.length;
            var optionsList = new Array(totalfields);

            for (var i = 0; i < entityMetadata.Attributes.length; i++) {
                var attribute = entityMetadata.Attributes[i];
                var attributeNode = document.createElement("li");
                setText(attributeNode, attribute.SchemaName);
                attributeList.appendChild(attributeNode);
                optionsList[i] = attribute.SchemaName;

            }

            for (var i = 0; i < optionsList.length; i++) {
                option = new Option(optionsList[i], optionsList[i]);
                dropdownlist.appendChild(option);// = option;
            }

            //for (i = 0; i < attributeList.childNodes.length; i++)
            //{
            //    var opt = document.createElement("option");
            //    opt.text = attributeList.childNodes[i].innerText;
            //    opt.value = i;
            //    dropdownlist.appendChild(opt);

            //}
            // Access the entity list item element
      //      var entityNode = document.getElementById(logicalName).parentElement;

            // entityNode.appendChild(attributeList);
            // entityNode.attributesDisplayed = true;
            // Attach event handler to toggle display of attributes.
         //   entityNode.firstChild.onclick = toggleDisplayAttributes;
         //   entityNode.firstChild.title = "Click to hide attributes.";

        }
        function errorRetrieveEntity(error) {
            ///<summary>
            /// Displays the error returned from SDK.Metadata.RetrieveEntity if it fails.
            ///</summary>
            setText(message, error.message);

        }

        function toggleDisplayAttributes() {
            ///<summary>
            /// toggles whether the list of attributes is displayed.
            ///</summary>

            if (this.parentElement.attributesDisplayed) {
                this.parentElement.lastChild.style.display = "none";
                this.parentElement.attributesDisplayed = false;
                this.title = "Click to show attributes.";


            }
            else {
                this.parentElement.lastChild.style.display = "block";
                this.parentElement.attributesDisplayed = true;
                this.title = "Click to hide attributes.";


            }

        }

        // setText and getText mitigate differences in how browsers set or get text content.
        function setText(node, text) {
            if (typeof (node.innerText) != "undefined") {
                node.innerText = text;
            }
            else {
                node.textContent = text;
            }

        }

        function getText(node) {
            if (typeof (node.innerText) != "undefined") {
                return node.innerText;
            }
            else {
                return node.textContent;
            }
        }

    </script>
</head>
<body style="font-family: Segoe UI;" onload="startSample()">
    <!--<h1>
        Metadata Demonstration Sample
    </h1>
    <p>
        This form requires JavaScript and will update the page dynamically.
    </p>-->
    <p>
        <!--<input id="dispalert" name="dispalert" type="checkbox" value="alert" /><label for="dispalert">Display alert window when data changes.</label> <br>-->
        Place Holder: <input type="text" name="PlaceHolder" id="placeholder"> <br />
        Entity : <select id="entityselect" name="Entities" onchange ="retrieveAttributes()"></select>
        Field : <select id="attributeselect" name="Attributes"></select>
    </p>
    <p>
        <label id="lblstartSample" for="btnstartSample">
        </label>
        <input type="button" id="btnstartSample" name="btnstartSample" value="Submit" onclick="btnSubmitValues()" />
        <!--<input type="button" id="btnstartSample" name="btnstartSample" value="Submit" onclick="startSample()" />-->
    </p>
    <div id="message">
    </div>
    <ul id="results"></ul>
</body>
</html>
<!--</snippetMetaDataDemo>-->


then you will see the page: