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

The post CRM Tips : Javascript Stop Form Saving appeared first on CRM Kitchen.

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.

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);
    }
);

Reload form after save

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

The post Save the form with Callback functions on CRM 2015 appeared first on CRM Kitchen.

Returns a string value that represents the type of attribute.

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

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

The post How to get the type of attribute on CRM using Javascript ? appeared first on CRM Kitchen.

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

The post CRM Tips : Convert Text to Uppercase on Key Down event for CRM 2013 and 2015 appeared first on 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();

Set the value of a field

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);

Set the Requirement level

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();

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);
}

Hide / Show a field

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

Hide / Show a Tab

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")

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");
}

Get ID / Guid of the current record

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

Get ID / Guid of the current user

Xrm.Page.context.getUserId();

Get the Security Roles of the current user

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

Get the CRM Server URL

Xrm.Page.context.getServerUrl();

Refresh a SubGrid

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);
}

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&pagetype=entityrecord&id= ' + encodeURIComponent(ENTITYID), '_blank', features, false);

Popup a new CRM form ( blank form)

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);

Popup / Trigger the lookup window associated to a lookup field

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

Popup an OK / Cancel Dialog ( Alert )

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

Refresh the Ribbon

Xrm.Page.ui.refreshRibbon()

Disable the all fields in the form

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

Expand / Collapse a Tab

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;
}

Set / Change Label of field in CRM form

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

Reload / Refresh a form in CRM

window.location.reload(true);

Convert to Upper String Value

value.toUpperCase()

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

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);

The post CRM 2011 Javascript Basics appeared first on CRM Kitchen.