Mad Computerist's Insanities

 private static Guid CreateForwardEmail(Guid existingEmailID)  
 {  
   Entity existingEmail = _service.Retrieve("email", existingEmailID, new ColumnSet("from", "createdon", "to", "cc", "subject", "description", "regardingobjectid"));  
   Entity oEmail = new Entity("email");  
   oEmail["regardingobjectid"] = existingEmail["regardingobjectid"];  
   oEmail["subject"] = "FW: " + existingEmail["subject"];  
   oEmail["description"] = "<FONT size=2 face='Tahoma, Verdana, Arial'><BR>------------------- Original Message -------------------<BR>";  
   oEmail["description"] += "<B>From:</B> " + ((EntityReference)((Microsoft.Xrm.Sdk.EntityCollection)existingEmail["from"]).Entities[0]["partyid"]).Name + "<BR>";  
   oEmail["description"] += "<B>Received:</B> " + ((DateTime)existingEmail["createdon"]).ToString("d/M/yyyy h:m tt") + "<BR>";  
   oEmail["description"] += "<B>To:</B> ";  
   EntityCollection toParties = (Microsoft.Xrm.Sdk.EntityCollection)existingEmail["to"];  
   bool firstRecord = true;  
   foreach (Entity to in toParties.Entities)  
   {  
     if (firstRecord)  
       firstRecord = false;  
     else  
       oEmail["description"] += "; ";  
     oEmail["description"] += ((EntityReference)to["partyid"]).Name;  
   }  
   oEmail["description"] += "<BR>";  
   oEmail["description"] += "<B>Cc:</B> ";  
   EntityCollection ccParties = (Microsoft.Xrm.Sdk.EntityCollection)existingEmail["cc"];  
   firstRecord = true;  
   foreach (Entity cc in ccParties.Entities)  
   {  
     if (firstRecord)  
       firstRecord = false;  
     else  
       oEmail["description"] += "; ";  
     oEmail["description"] += ((EntityReference)cc["partyid"]).Name;  
   }  
   oEmail["description"] += "<BR>";  
   oEmail["description"] += "<B>Subject:</B> " + existingEmail["subject"].ToString() + "</FONT><BR><BR>";  
   oEmail["description"] += "<FONT size=2 face='Tahoma, Verdana, Arial'>" + existingEmail["description"].ToString() + "</FONT>";  
   Guid newEmailID = _service.Create(oEmail);  
   QueryByAttribute attachmentQuery = new QueryByAttribute("activitymimeattachment");  
   attachmentQuery.ColumnSet = new ColumnSet("objecttypecode", "mimetype", "filename", "body");  
   attachmentQuery.AddAttributeValue("objectid", existingEmail.Id);  
   attachmentQuery.AddAttributeValue("objecttypecode", "email");  
   EntityCollection ecAttachments = _service.RetrieveMultiple(attachmentQuery);  
   foreach (Entity attachment in ecAttachments.Entities)  
   {  
     attachment.Id = Guid.Empty;  
     attachment.Attributes.Remove("activitymimeattachmentid");  
     attachment["objectid"] = new EntityReference("email", newEmailID);  
     _service.Create(attachment);  
   }  
   return newEmailID;  
 }

Friday, 8 June, 2012

Hiding Left Navigation Menu Items in an Entity Form using Javascript in MS CRM 2011

In the form designer, you can remove the items from the left navigation. If you remove all the items in the navigation area, the group header will be hidden as well except for some navigation areas like Common, Marketing and Processes.

But if you're looking for a solution to hide the navigation items based on the condition, values, etc. you can use the following JavaScript to hide them.

 var navitem = Xrm.Page.ui.navigation.items.get("nav_new_test_new_testchild") // for e.g "navContacts";    
 if (navitem != null)  
 {  
   navitem.setVisible(false);  
 }

Normally, the name of the navigation is

"nav" + Entityname in plural for the system entities or
"nav_" + relationship name between these 2 entities

but there are some exception cases for the system entities like "navOpps" so that if it's not working just by guessing, you can use IE Developer Toolbar to find the name of the navigation item.

Hiding the navigation items with Java Script will still leave the header of the navigation area though.

Thursday, 7 June, 2012

Referencing Multiple Javascript Libraries in Homepage Ribbon Buttons

When we develop JavaScript functions for the Actions and CustomRules of the Ribbon buttons in CRM 2011, we may need to reference the common JavaScript library or other javascript libraries. For the ribbon buttons on the form, we can simply add those additional libraries in the Form Libraries and call the functions in those libraries but for Homepage ribbon buttons, we need to try a different approach to achieve it.

 <Actions>   
 <JavaScriptFunction Library="$webresource:new_MainEntityLibrary" FunctionName="Test" />   
 <JavaScriptFunction Library="$webresource:new_CommonLibrary" FunctionName="isNaN" /> //This is the additional library  
 </Actions>

The FunctionName of the JavaScriptFunction action tag is required so that putting isNaN as a value will do the trick instead of calling the dummy function with no action.
This method can also be used for Sub-grid ribbon buttons if the sub-grid is displayed is multiple forms and adding those common libraries in all those forms is a tedious job.

Another way of doing this is to load another JavaScript webresource by calling the following JavaScript function and passing the name of the web resource.
e.g.
LoadWebResource("new_commonlibrary.js");

 LoadWebResource = function(resourceName)  
 {  
      var httpRequest = new ActiveXObject("Msxml2.XMLHTTP");  
      httpRequest.open("GET", "/" + ORG_UNIQUE_NAME + "/webresources/" + resourceName, false);  
      httpRequest.send(null);  
      try  
      {  
           eval(httpRequest.responseText);  
      }  
      catch (e)  
      {  
           alert("Error loading " + resource + ":\n" + e.description);  
      }  
 }

Tuesday, 27 March, 2012

Retrieve Label/Values of Option Set/Two Options Attributes using SQL Script

When you want to retrieve the list of Label and Values of Option Set and Two Options attributes for documentation, development or whatever purpose, you can query by using the following SQL Script.
You will have to remove/modify the two lines of conditions ("new_testentity" and "new_testoptionsetattribute") accordingly to your requirement.

 SELECT DISTINCT  
         Entity.LogicalName AS EntitySchemaName  
 ,        Attribute.LogicalName AS AttributeSchemaName  
 ,        OptionSet.Name AS OptionSetName  
 ,        AttributePicklistValue.Value AS OptionValue  
 ,        LocalizedLabel.Label AS OptionText  
 FROM    MetadataSchema.LocalizedLabel  
     INNER JOIN MetadataSchema.AttributePicklistValue ON LocalizedLabel.ObjectId = AttributePicklistValue.AttributePicklistValueId  
     INNER JOIN MetadataSchema.OptionSet ON AttributePicklistValue.OptionSetId = OptionSet.OptionSetId  
     INNER JOIN MetadataSchema.Attribute ON OptionSet.OptionSetId = Attribute.OptionSetId  
     INNER JOIN MetadataSchema.Entity ON Attribute.EntityId = Entity.EntityId  
 WHERE LocalizedLabel.Label <> ''  
 AND Entity.LogicalName = 'new_testentity'  
 AND Attribute.LogicalName = 'new_testoptionsetattribute'  
 ORDER BY Entity.LogicalName, Attribute.LogicalName, AttributePicklistValue.Value

This is the alternative query over StringMap table.

 SELECT * FROM StringMap SM  
 INNER JOIN Entity E ON E.ObjectTypeCode = SM.ObjectTypeCode  
 WHERE E.Name = 'new_testentity'  
 AND SM.AttributeName = 'new_testoptionsetattribute'

Populate Regarding Attribute in New Email Form

When we created a new email for a record by Clicking “New Activity” button in the “Activities” associated view, it will prompt us to select the activity type.

And when the user select E-mail and click OK, the new email form will is shown with the “From” attribute populated with the current user and the “Regarding” attribute populated with the record from which we clicked “New Activity” and everything is fine.

According to the users’ requirement, there’s a case that we have to show the Subgrid of email related to the record on the form. And that’s where the problem started. When the user click “Add New E-mail” button from the Subgrid and the new Email form is loaded, the record is not populated in the regarding attribute. So, the user demands for the same functionality as the new Activity since it would be a hassle to select the Regarding attribute manually.

So, my solution was writing a JavaScript code at the onLoad of the Email form which will auto populate the “Regarding” attribute if email form is loaded from a record. In order to fill up the Regarding lookup value, we’ll need the RecordId, LogicalName of the Entity and PrimaryName (for display). The logic of the code is to check the _CreateFromId and _CreateFromType from the QueryStringParameters and fetch the required parameters using RetrieveAllEntitiesAsync from "SDK.MetaData.js" of Microsoft. First, you need to create a new JavaScript webresource, copy the code of "SDK.MetaData.js" and add it into the Form Libraries of the Email form. Then, add the following codes in the JavaScript Library of Email form and call the OnLoad function.

 function OnLoad()  
 {  
     var FORM_TYPE_CREATE = 1;  
       
       
     if (Xrm.Page.ui.getFormType() == FORM_TYPE_CREATE && Xrm.Page.context.getQueryStringParameters()["_CreateFromId"] != null && Xrm.Page.context.getQueryStringParameters()["_CreateFromType"] != null)  
     {  
         SDK.MetaData.RetrieveAllEntitiesAsync(SDK.MetaData.EntityFilters.Entity, false, successRetrieveAllEntities, errorRetrieveAllEntities);  
     }  
 }  
   
 function successRetrieveAllEntities(entityMetadataCollection)  
 {  
     var entityName = "";  
     var PrimaryNameAttribute = "";  
     for (var i = 0; i < entityMetadataCollection.length; i++)  
     {  
         if (entityMetadataCollection[i].ObjectTypeCode == Xrm.Page.context.getQueryStringParameters()["_CreateFromType"])  
         {  
             entityName = entityMetadataCollection[i].LogicalName;  
             PrimaryNameAttribute = entityMetadataCollection[i].PrimaryNameAttribute;  
             break;  
         }  
     }  
       
     if (entityName != "" && PrimaryNameAttribute != "")  
     {  
         var displayValue = RetrieveMultiple(entityName, PrimaryNameAttribute, entityName + "id|Equal|" + Xrm.Page.context.getQueryStringParameters()["_CreateFromId"]);  
         Xrm.Page.getAttribute("regardingobjectid").setValue( [{id: Xrm.Page.context.getQueryStringParameters()["_CreateFromId"], name: displayValue, entityType: entityName}]);  
     }  
 }  
   
 function errorRetrieveAllEntities(error)  
 {  
     alert(error.message);  
 }  
   
 function RetrieveMultiple(entity, attribute, condition)  
 {  
     // Usage => RetrieveMultiple("new_entityname", "new_attribute1|new_attribute2|new_attribute3", "new_attribute1|Equal|value1||new_attribute2|Like|value2||new_attribute3|NotNull";  
     // Refer to the following link for more operators >> http://msdn.microsoft.com/en-us/library/bb959309.aspx  
       
     // Prepare variables to retrieve the records.  
     var attributes = attribute.split('|');  
     var authenticationHeader = GenerateAuthenticationHeader();  
       
     // Prepare the SOAP message.  
     var xml = "<?xml version='1.0' encoding='utf-8'?>"+   
     "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+  
     " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+  
     " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+   
     authenticationHeader+   
     "<soap:Body>"+   
     "<RetrieveMultiple xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+   
     "<query xmlns:q1='http://schemas.microsoft.com/crm/2006/Query'"+  
     " xsi:type='q1:QueryExpression'>"+   
     "<q1:EntityName>" + entity + "</q1:EntityName>"+   
     "<q1:ColumnSet xsi:type='q1:ColumnSet'>"+   
     "<q1:Attributes>";  
       
     for (i = 0; i < attributes.length; i++)  
         xml += "<q1:Attribute>" + attributes[i] + "</q1:Attribute>"  
       
     xml +=  
     "</q1:Attributes>"+   
     "</q1:ColumnSet>"+   
     "<q1:Distinct>false</q1:Distinct>"+   
     "<q1:Criteria>"+   
     "<q1:FilterOperator>And</q1:FilterOperator>"+   
     "<q1:Conditions>";  
       
       
     var conditionDetails;  
     var conditions = condition.split('||');  
     for (i = 0; i < conditions.length; i++)  
     {  
         conditionDetails = conditions[i].split('|');  
         xml +=   
         "<q1:Condition>"+  
         "<q1:AttributeName>" + conditionDetails[0] + "</q1:AttributeName>"+   
         "<q1:Operator>" + conditionDetails[1] + "</q1:Operator>";  
           
         if (conditionDetails.length > 2)  
         {  
             xml +=   
             "<q1:Values>"+   
             "<q1:Value xsi:type='xsd:string'>" + conditionDetails[2] + "</q1:Value>"+   
             "</q1:Values>";  
         }  
           
         xml +=   
         "</q1:Condition>";  
     }  
       
     xml +=   
     "</q1:Conditions>"+   
     "</q1:Criteria>"+   
     "</query>"+   
     "</RetrieveMultiple>"+   
     "</soap:Body>"+   
     "</soap:Envelope>";  
     // Prepare the xmlHttpObject and send the request.  
     var xHReq = new ActiveXObject("Msxml2.XMLHTTP");  
     xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);  
     xHReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");  
     xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");  
     xHReq.setRequestHeader("Content-Length", xml.length);  
     xHReq.send(xml);  
     // Capture the result.  
     var resultXml = xHReq.responseXML;  
   
     // Check for errors.  
     var errorCount = resultXml.selectNodes('//error').length;  
     if (errorCount != 0)  
     {  
         var msg = resultXml.selectSingleNode('//description').nodeTypedValue;  
         //alert(msg);  
         return msg;  
     }  
     // Parse and display the results.  
     else  
     {  
         var results = resultXml.getElementsByTagName('BusinessEntity');  
         var msg = "";  
         if (results.length == 0)  
         {  
             //msg = "No record found with the given criteria.";  
             //alert(msg);  
             //return;  
             return null;  
         }  
         else  
         {  
             var result = "";  
             for (i = 0;i < results.length;i++)  
             {  
                 if (i != 0)  
                     result += '|';  
                 for (j = 0; j < attributes.length; j++)  
                 {  
                     if (i != 0 || j != 0)  
                         result += '|';  
                     if (results[i].selectSingleNode('./q1:'+ attributes[j]) != null)  
                         result += results[i].selectSingleNode('./q1:'+ attributes[j]).nodeTypedValue;  
                 }  
                   
             }  
             return result;  
         }  
     }  
 }

Leave me a comment if you have any problem with the above code.