CRM Tips : Javascript Stop Form Saving

2 August 2015 Kerem Ay Leave a comment

If you want to control your process on save event, you can use preventDefault method.

function formOnSave(context) {

    var saveEvt = context.getEventArgs();
    if (Xrm.Page.getAttribute("fieldname").getValue() == null) {
        saveEvt.preventDefault();
    }
}

function formOnSave(context) {

var saveEvt = context.getEventArgs();

if (Xrm.Page.getAttribute("fieldname").getValue() == null) {

saveEvt.preventDefault();

}

Dont forget to click “Pass execution context as first parameter” on Form Properties.

preventDefault : Cancels the save operation, but all remaining handlers for the event will still be executed.

Save event arguments (client-side reference)

https://msdn.microsoft.com/en-us/library/gg509060.aspx

Save the form with Callback functions on CRM 2015

9 July 20159 July 2015 Kerem Ay Leave a comment

Xrm.Page.data.save(saveOptions).then(successCallback, errorCallback)

1	Xrm.Page.data.save(saveOptions).then(successCallback, errorCallback)

Saves the record asynchronously with the option to set callback functions to be executed after the save operation is completed.

crm-2013-client-api

With Microsoft Dynamics CRM Online 2015 Update 1 or later you can also set an object to control how appointment, recurring appointment, or service activity records are processed.

Open different or same entity form after save :

Xrm.Page.data.save().then(
    function() {
       console.log("success");
       Xrm.Utility.openEntityForm(entityname,recordId);
    },
    function(errorCode,message) {
       console.log(message);
    }
);

Xrm.Page.data.save().then(

function() {

console.log("success");

Xrm.Utility.openEntityForm(entityname,recordId);

function(errorCode,message) {

console.log(message);

}

);

Reload form after save

Xrm.Page.data.save().then(
    function() {
      //save worked...
      Xrm.Page.data.refresh();
    },
    function() {
      console.log("save failed");
    }
);

Xrm.Page.data.save().then(

function() {

//save worked...

Xrm.Page.data.refresh();

function() {

console.log("save failed");

}

);

window.location.reload(true); or location.reload(); or window.location = document.url;

These scripts cannot work for CRM 2013 and higher version. So you have to use callback functions after saving.

Source : https://msdn.microsoft.com/en-us/library/dn481607.aspx

How to get the type of attribute on CRM using Javascript ?

9 July 20159 July 2015 Kerem Ay Leave a comment

getAttributeType

Returns a string value that represents the type of attribute.

Xrm.Page.getAttribute(fieldname).getAttributeType();

1	Xrm.Page.getAttribute(fieldname).getAttributeType();

This method will return one of the following string values:

boolean
datetime
decimal
double
integer
lookup
memo
money
optionset
string

getFormat

Returns a string value that represents formatting options for the attribute.

This method will return one of the following string values or null:

date
datetime
duration
email
language
none
phone
text
textarea
tickersymbol
timezone
url

Application Field Type	Format Option	Attribute Type	Format Value
Date and Time	Date Only	datetime	date
Date and Time	Date and Time	datetime	datetime
Whole Number	Duration	integer	duration
Single Line of Text	E-mail	string	email
Whole Number	Language	optionset	language
Whole Number	None	integer	none
Single Line of Text	Text Area	string	textarea
Single Line of Text	Text	string	text
Single Line of Text	Ticker Symbol	string	tickersymbol
Single Line of Text	Phone	string	phone
Whole Number	Time Zone	optionset	timezone
Single Line of Text	Url	string	url

Source : https://msdn.microsoft.com/en-us/library/gg334409.aspx#BKMK_getAttributeType

CRM Tips : Convert Text to Uppercase on Key Down event for CRM 2013 and 2015

29 June 201529 June 2015 Kerem Ay Leave a comment

You can find lots of post for CRM 2011 keypress on the Internet. But those methods cannot work on CRM 2013 and 2015 so you can use this method.

var field = document.getElementById("fieldname");

field.onkeydown = function(e){
     var charCode = (e.which) ? e.which : e.keyCode;
     if ((charCode <= 93 && charCode >= 65) ||
          (charCode <= 122 && charCode >= 97)) {
             var curVal = $('#fieldname_i').val();
             var val = e.char.toUpperCase();
             $('#fieldname_i').val(curVal+val);
             return false;
     }
 };

var field = document.getElementById("fieldname");

field.onkeydown = function(e){

var charCode = (e.which) ? e.which : e.keyCode;

if ((charCode <= 93 && charCode >= 65) ||

(charCode <= 122 && charCode >= 97)) {

var curVal = $('#fieldname_i').val();

var val = e.char.toUpperCase();

$('#fieldname_i').val(curVal+val);

return false;

}

};

If you are using different language for CRM. You can customize special character’s char code to if statement. For example :

//Turkish characters : ö,Ö,ğ,Ğ,ü,Ü,ı,İ,ş,Ş,ç,Ç
//Turkish characters char code :199,214,220,231,246,250,286,287,304,305,350,351

1 2	//Turkish characters : ö,Ö,ğ,Ğ,ü,Ü,ı,İ,ş,Ş,ç,Ç //Turkish characters char code :199,214,220,231,246,250,286,287,304,305,350,351

CRM 2011 Javascript Basics

24 June 201525 June 2015 Kerem Ay 1 Comment

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);