CRM 2011 – CRM Kitchen

Why we use Javascript in CRM ?

Data Manipulation on the forms
Automation and usability for users
Custom Validations on the forms about processes
Process Enhancement and Enforcement
To Create, Update and Retrieve record on the Client Side using OData

Get the value from field

Xrm.Page.getAttribute("fieldname").getValue();

1	Xrm.Page.getAttribute("fieldname").getValue();

Set the value of a field

Xrm.Page.getAttribute("fieldname").setValue(value);

1	Xrm.Page.getAttribute("fieldname").setValue(value);

Set the value of a disabled field (Read-Only)

Xrm.Page.getAttribute("fieldname").setSubmitMode("always");
Xrm.Page.getAttribute("fieldname").setValue(value);

1 2	Xrm.Page.getAttribute("fieldname").setSubmitMode("always"); Xrm.Page.getAttribute("fieldname").setValue(value);

Set the Requirement level

Xrm.Page.getAttribute("fieldname").setRequiredLevel("none");
Xrm.Page.getAttribute("fieldname").setRequiredLevel("required");
Xrm.Page.getAttribute("fieldname").setRequiredLevel("recommended");

Xrm.Page.getAttribute("fieldname").setRequiredLevel("none");

Xrm.Page.getAttribute("fieldname").setRequiredLevel("required");

Xrm.Page.getAttribute("fieldname").setRequiredLevel("recommended");

Get Form Type

//Create : 1, Update : 2, Read-Only : 3,
//Disabled : 4, QuickCreate : 5, BulkEdit : 6 
var formType = Xrm.Page.ui.getFormType();

//Create : 1, Update : 2, Read-Only : 3,

//Disabled : 4, QuickCreate : 5, BulkEdit : 6

var formType = Xrm.Page.ui.getFormType();

Set the value of a lookup field

function setLookupValue (fieldname, id, name, entityType){
     var lookupValue = new Array();
     lookupValue[0] = new Object();
     lookupValue[0].name = name;
     lookupValue[0].entityType = entityType;
     lookupValue[0].id = id;
     Xrm.Page.getAttribute("fieldname").setValue(lookupValue);
}

function setLookupValue (fieldname, id, name, entityType){

var lookupValue = new Array();

lookupValue[0] = new Object();

lookupValue[0].name = name;

lookupValue[0].entityType = entityType;

lookupValue[0].id = id;

Xrm.Page.getAttribute("fieldname").setValue(lookupValue);

}

Hide / Show a field

Xrm.Page.getControl("fieldname").setVisible(false);

1	Xrm.Page.getControl("fieldname").setVisible(false);

Hide / Show a Tab

Xrm.Page.ui.tabs.get(tabName).setVisible(visible);

1	Xrm.Page.ui.tabs.get(tabName).setVisible(visible);

Save the form & Save and Close the from

Xrm.Page.data.entity.save()
Xrm.Page.data.entity.save("saveandclose")

1 2	Xrm.Page.data.entity.save() Xrm.Page.data.entity.save("saveandclose")

Determine whick fields on the form are dirty

var attributes = Xrm.Page.data.entity.attributes.get();
for (var i in attributes){
    var attribute = attributes[i];
    if(attribute.getIsDirty())
       alert(attribute.getName() + " is dirty");
}

var attributes = Xrm.Page.data.entity.attributes.get();

for (var i in attributes){

var attribute = attributes[i];

if(attribute.getIsDirty())

alert(attribute.getName() + " is dirty");

}

Get ID / Guid of the current record

Xrm.Page.data.entity.getId();

1	Xrm.Page.data.entity.getId();

Get ID / Guid of the current user

Xrm.Page.context.getUserId();

1	Xrm.Page.context.getUserId();

Get the Security Roles of the current user

var roles = Xrm.Page.context.getUserRoles();

1	var roles = Xrm.Page.context.getUserRoles();

Get the CRM Server URL

Xrm.Page.context.getServerUrl();

1	Xrm.Page.context.getServerUrl();

Refresh a SubGrid

Xrm.Page.ui.controls.get("target").refresh();

1	Xrm.Page.ui.controls.get("target").refresh();

Change the default entity in the lookup window

function changeDefaultLookup(){
   document.getElementById("fieldname").setAttribute("defaulttype","2");
   var ViewId = "BBD2S5C5-53E3-4C69-ADDD-802327E67A0D";
   Xrm.Page.getControl("fieldname").setDefaultView(viewId);
}

function changeDefaultLookup(){

document.getElementById("fieldname").setAttribute("defaulttype","2");

var ViewId = "BBD2S5C5-53E3-4C69-ADDD-802327E67A0D";

Xrm.Page.getControl("fieldname").setDefaultView(viewId);

}

Popup an existing CRM Record

Xrm.Utility.openEntityForm("entityname",recordId);
//or
//Set features for how the window will appear
var feature = "location=no,menubar=no,status=no,toolbar=no";
// Get the CRM Server URL
window.open(serverUrl + '/main.aspx?etnENTITYNAME&amp;pagetype=entityrecord&amp;id= ' + encodeURIComponent(ENTITYID), '_blank', features, false);

Xrm.Utility.openEntityForm("entityname",recordId);

//or

//Set features for how the window will appear

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

// Get the CRM Server URL

window.open(serverUrl + '/main.aspx?etnENTITYNAME&pagetype=entityrecord&id= ' + encodeURIComponent(ENTITYID), '_blank', features, false);

Popup a new CRM form ( blank form)

Xrm.Utility.openEntityForm("entityname")

1	Xrm.Utility.openEntityForm("entityname")

Popup a new CRM form with default values

var parameters = {
    new_name : "Customer Name",
    customerid : contactId,
    customeridname : contactName,
    customeridtype : "contact"
}
Xrm.Utility.openEntityForm("entityname",null,parameters);

var parameters = {

new_name : "Customer Name",

customerid : contactId,

customeridname : contactName,

customeridtype : "contact"

}

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

Popup / Trigger the lookup window associated to a lookup field

window.document.getElementById('fieldname').click()

1	window.document.getElementById('fieldname').click()

Popup an OK / Cancel Dialog ( Alert )

if (confirm("Are you sure ? ")){
  // OK is selected
}
else{
 // Cancel is selected
}

if (confirm("Are you sure ? ")){

// OK is selected

}

else{

// Cancel is selected

}

Refresh the Ribbon

Xrm.Page.ui.refreshRibbon()

1	Xrm.Page.ui.refreshRibbon()

Disable the all fields in the form

Xrm.Page.ui.controls.forEach (function (control, index){
   control.setDisabled(true);
}

Xrm.Page.ui.controls.forEach (function (control, index){

control.setDisabled(true);

}

Expand / Collapse a Tab

Xrm.Page.ui.tabs.get("tabname").setDisplayState(true)

1	Xrm.Page.ui.tabs.get("tabname").setDisplayState(true)

Get all Required Fields in CRM form

function getRequiredFields(){
  var arr = [];
  Xrm.Page.data.entity.attributes.forEach (function (attribute, index){
      if (attribute.getRequiredLevel() == "required"){
          arr.push(attribute);
      }
  });
  return arr;
}

function getRequiredFields(){

var arr = [];

Xrm.Page.data.entity.attributes.forEach (function (attribute, index){

if (attribute.getRequiredLevel() == "required"){

arr.push(attribute);

}

});

return arr;

}

Set / Change Label of field in CRM form

Xrm.Page.ui.controls.get("fieldname").setLabel("example");

1	Xrm.Page.ui.controls.get("fieldname").setLabel("example");

Reload / Refresh a form in CRM

window.location.reload(true);

1	window.location.reload(true);

Convert to Upper String Value

value.toUpperCase()

1	value.toUpperCase()

Change CRM Field CSS Style (font, color etc.)

document.getElementById(fieldname + "_c").style.font = fontstyle;
document.getElementById(fieldname + "_c").style.color = colorname;

1 2	document.getElementById(fieldname + "_c").style.font = fontstyle; document.getElementById(fieldname + "_c").style.color = colorname;

Set as Read Only

Xrm.Page.ui.controls.get("fieldname").setDisabled(true);

1	Xrm.Page.ui.controls.get("fieldname").setDisabled(true);