We have a field on a appointment form which will populate multiple contact based on the below filter by the help of pcf control, our requirement is to select only that contact which are associated with a particular account(lookup field on appointment view) so we have added the additional filter marked in bold but it is not working.
let accountid= Xrm.Page.getAttribute('elogic_account').getValue()[0].id;
console.log(accountid);
return this._context.webAPI.retrieveMultipleRecords(this.props.entityName,`?$select=${this.props.columns}&$filter=contains(${this.props.filterField}, '${newValue}' )and elogic_account eq '${accountid}'* &$top=${this.props.topCount}`) .then(function (results) { return results?.entities; __ })
Few obervations/questions.
this.props.entityName --> This must be contact entity?
elogic_account eq '${accountid} --> Should this not be parentcustomerid or accountid field? Reason you are saying give me all contact who have parent as account.
let accountid= Xrm.Page.getAttribute('elogic_account').getValue()[0].id;
I believe this does return you account Guid?
contains(${this.props.filterField}, '${newValue}' ) --> I would say remove this filter for time been and try if you get the result.
Below example: if you see there are 2 lookup fields on contact record accountid and parentcustomerid, so you have to decide what is your filter field
Xrm.WebApi.online.retrieveMultipleRecords("contact", "?$select=contactid,_accountid_value,_parentcustomerid_value,fullname&$filter=_parentcustomerid_value eq 2fe32f22-d01d-ea11-80fa-005056936c69").then(
function success(results) {
console.log(results);
for (var i = 0; i < results.entities.length; i++) {
var result = results.entities[i];
// Columns
var contactid = result["contactid"]; // Guid
var accountid = result["_accountid_value"]; // Lookup
var accountid_formatted = result["_accountid_value#OData.Community.Display.V1.FormattedValue"];
var accountid_lookuplogicalname = result["_accountid_value#Microsoft.Dynamics.CRM.lookuplogicalname"];
var parentcustomerid = result["_parentcustomerid_value"]; // Customer
var parentcustomerid_formatted = result["_parentcustomerid_value#OData.Community.Display.V1.FormattedValue"];
var parentcustomerid_lookuplogicalname = result["_parentcustomerid_value#Microsoft.Dynamics.CRM.lookuplogicalname"];
var fullname = result["fullname"]; // Text
}
},
function(error) {
console.log(error.message);
}
);
Related
I have data from a questionnaire (20K rows) that I need to share with the store managers (report) of our shops (400 shops). I managed to write a script that sends a pdf of my sheet to a list of e-mail addresses. But I'm stuck on writing the loop for the filter, since I can't get the setVisibleValues(values) function to work for FilterCriteriaBuilder. The setHiddenValues(values) function works, but I can't figure out how to combine that with the loop.
Sample of my Google Sheet
See below for my current code:
/**
* Filtersheet by location
*/
function FilterSheet() {
var spreadsheet = SpreadsheetApp.getActive().getSheetByName('Data')
spreadsheet.getRange('F1').activate();
var criteria = SpreadsheetApp.newFilterCriteria()
.setHiddenValues(['Amsterdam, Rotterdam'])
.build();
spreadsheet.getFilter().setColumnFilterCriteria(6, criteria);
};
/**
* Send pdf of currentspreadsheet
*/
function SendPdf() {
var ss = SpreadsheetApp.getActiveSpreadsheet();
var spreadsheet = SpreadsheetApp.getActive().getSheetByName('Adres');
var blob = DriveApp.getFileById(ss.getId()).getAs("application/pdf");
blob.setName(ss.getName() + ".pdf");
var startRow = 2; // First row of data to process
var numRows = 2; // Number of rows to process
// Fetch the range of cells A2:B3
var dataRange = spreadsheet.getRange(startRow, 1, numRows, 2);
// Fetch values for each row in the Range.
var data = dataRange.getValues();
for (var i in data) {
var row = data[i];
var emailAddress = row[0]; // First column
var message = 'I hearby send you the overview of your data'
var subject = 'Overview of data';
MailApp.sendEmail(emailAddress, subject, message,{
attachments:[blob]});
}
}
getValues() returns the values of all range's cells no matter if they are shown or hidden.
Use a loop and isRowHiddenByFilter(rowPosition) to reap out all the filtered values. You could use Array.prototype.push to add the values to a new array or use Array.prototype.splice to modify the array holdin the values returned by getValues()
Related
How to use in Google Sheets setValue only for range of filtered rows (getRange for not hidden cells)?
I managemed to solve the problem.
This script takes a google spreadsheet with 2 sheets,one with Data and one with a combination EmailAdresses.
It sends a filtered list (filter column F) of sheet Data to the corresponding salon (location) in sheet Emailadresses (var mode email). Additionally, it has the option to "store" the pdf's in your google drive (var mode store)
*/
function construct() {
// settings:
//var mode = "store";
var mode = "email";
// get list of all salons and email
var salonList = SpreadsheetApp.getActive().getSheetByName('EmailAdressen');
// set endvar for loop
var endRow = salonList.getLastRow();
// loop trough the rows to get the Salon name and the corresponding email
for(i=1;i<=endRow;i++){
var salonName = salonList.getRange(i,2).getValue();
var email = salonList.getRange(i,1).getValue();
// create an array with all salons that should be hidden (we cant pick which one to show, so we have to go the other way around...)
var filterArray = [];
// create array with all salons to hide
for(c=1;c<=endRow;c++){
// get value from email list, check if it is not the current selected one and if so add it to the list to filter out
salonFilterName = salonList.getRange(c,2).getValue();
if(salonFilterName != salonName) {
filterArray.push(salonFilterName);
}
} // end for c
// filter the list with the array we just created
var spreadsheet = filterList(filterArray);
if(mode == "email"){
// export to PDF
var pdf = exportToPdf(spreadsheet);
// email to email address belonging to this salon
emailToAddress(email, pdf);
} // end if
if(mode == "store"){
StorePdf(spreadsheet, salonName);
}
} // end for i
return;
}
function filterList(salonNameArray) {
// select data sheet
var spreadsheet = SpreadsheetApp.getActive().getSheetByName('Data');
// first remove all existing filters to make sure we are on a clean sheet
if(spreadsheet.getFilter()){
spreadsheet.getFilter().remove();
}
// create the filter
spreadsheet.getRange('F:F').createFilter();
// set criteria for filter with array passed from construct
var criteria = SpreadsheetApp.newFilterCriteria().setHiddenValues(salonNameArray).build();
// apply filter
spreadsheet.getFilter().setColumnFilterCriteria(6, criteria);
return spreadsheet;
}
function exportToPdf(ss) {
var ss = SpreadsheetApp.getActiveSpreadsheet();
var spreadsheet = SpreadsheetApp.getActive().getSheetByName('Data');
var blob = DriveApp.getFileById(ss.getId()).getAs("application/pdf");
blob.setName(ss.getName() + ".pdf");
return blob;
}
function StorePdf(ss, salonName) {
var ss = SpreadsheetApp.getActiveSpreadsheet();
var spreadsheet = SpreadsheetApp.getActive().getSheetByName('Data');
var blob = DriveApp.getFileById(ss.getId()).getBlob();
blob.setName(salonName + "_" + Utilities.formatDate(new Date(), "GMT+1", "ddMMyyyy")+".pdf");
DriveApp.createFile(blob);
return;
}
function emailToAddress(email, pdf) {
MailApp.sendEmail(email, 'Type here the subject', 'Type here the body',{
attachments:[pdf]});
return;
}
I'm creating a social media outreach tracker. I want to create a drop-down list of the contact name. The problem is that I have two sources of names on two different sheets.
I wrote a script that pulls the names from the two different sources and combines them to a single array.
I was hoping to set the source range as that array.
Here is my code:
function setDataValid_(range, sourceRange) {
var rule = SpreadsheetApp.newDataValidation()
.requireValueInRange(sourceRange, true)
.build();
range.setDataValidation(rule);
}
function onEdit() {
var auditionsSheet = SpreadsheetApp.getActiveSpreadsheet();
var castingDirectorsTab = auditionsSheet.getSheetByName("Casting Directors");
var contactsTab = auditionsSheet.getSheetByName("Contacts");
var socialMediaOutreachTab = auditionsSheet.getSheetByName("Social Media Outreach");
var lastRowCD = castingDirectorsTab.getLastRow();
var lastRowContacts = contactsTab.getLastRow();
var activeCell = socialMediaOutreachTab.getActiveCell();
var activeColumn = activeCell.getColumn();
// get data
var castingDirectorNameData = castingDirectorsTab.getRange(2, 1, lastRowCD, 1).getValues();
var contactNameData = contactsTab.getRange(2, 1, lastRowContacts, 1).getValues();
//get name data to a single arrays
var castingDirectorName = [];
castingDirectorNameData.forEach(function(yr) {
castingDirectorName.push(yr[0]);
});
var contactName = [];
contactNameData.forEach(function(yr) {
contactName.push(yr[0]);
});
// get rid of the empty bits in the arrays
for (var x = castingDirectorName.length-1; x > 0; x--) {
if ( castingDirectorName[x][0] === undefined ) {
castingDirectorName.splice( x, 1 )
}
}
for (var x = contactName.length-1; x > 0; x--) {
if ( contactName[x][0] === undefined ) {
contactName.splice( x, 1 )
}
}
//combine two data sources for data validation
var combinedNames = [];
combinedNames.push(castingDirectorName + contactName);
Logger.log (combinedNames);
Logger.log( typeof combinedNames);
// data validation set up and build
if (activeColumn == 1 && auditionsSheet.getName() == "Social Media Outreach") {
var range = auditionsSheet.getRange(activeCell.getRow(), activeColumn +1);
var sourceRange = combinedNames;
setDataValid_(range, sourceRange)
}
}
When I enter a date in Col A on Social Media Outreach, nothing happens in Col 2.
I was using an existing working nested data validation script I have but the sourceRange pulls from a sheet based on the value in the active cell. Here is that code:
function setDataValid_(range, sourceRange) {
var rule = SpreadsheetApp.newDataValidation()
.requireValueInRange(sourceRange, true)
.build();
range.setDataValidation(rule);
}
function onEdit() {
var aSheet = SpreadsheetApp.getActiveSheet();
var aCell = aSheet.getActiveCell();
var aColumn = aCell.getColumn();
// data validation for Auditions Tab Projet Type to Project Details
if (aColumn == 9 && aSheet.getName() == 'Auditions') {
var range = aSheet.getRange(aCell.getRow(), aColumn + 1);
var sourceRange = SpreadsheetApp.getActiveSpreadsheet().getRangeByName('RefTables!' + aCell.getValue())
setDataValid_(range, sourceRange)
}
}
For this script when I select from the data validation drop-down, a new data validation comes up in the next col with the appropriate secondary data validation.
So the question is, can the source range be set to an array or do I need to put the names back into my sheet to reference a la the second script.
I've looked through the documentation and searched and can't find an answer. I'm relatively new to GAS and am not sure of all the inner workings of the data validation builder.
Full disclosure, I am in no way a programmer of any kind. My library was looking for an easier way for multiple locations to add events to the public calendar.
Eventually I stumbled upon this script which I was able to adapt for our needs. However, the one change they would like is to have the end time default to 2 hours later. For example, if an event starts at 1 then the end time automatically defaults to 3.
Can anyone show me what change in the script I need to make for that to happen? Here is the test form that we use to enter the dates. Right now the end time is entered manually but I'd imagine that would have to be removed, correct?
Any help in figuring this out would be greatly appreciated.
Thanks!
//insert your google calendar ID
var calendarId = "ID-FOR-TEST-CALENDAR";
//index (starting from 1) of each column in the sheet
var titleIndex = 2;
var descriptionIndex = 3;
var startDateIndex = 4;
var endDateIndex = 5;
var googleCalendarIndex = 6;
/*
find the row where the Google Calendar Event ID is blank or null
The data of this row will be used to create a new calendar event
*/
function findRow(sheet) {
var sheet = SpreadsheetApp.getActiveSheet();
var dataRange = sheet.getDataRange();
var values = dataRange.getValues();
for (var i = 0; i < values.length; i++) {
if(values[i][googleCalendarIndex-1]=="" || values[i][googleCalendarIndex-1]==null)
newEvent(i+1);
}
};
/*
get the data of the new row by calling getSheetData() and
create a new Calendar event by calling submitToGoogleCalendar()
*/
function newEvent(row){
var sheet = SpreadsheetApp.getActiveSheet();
var eventId = submitToGoogleCalendar(getSheetData(sheet,row),null)
if(eventId!=null)
sheet.getRange(row,googleCalendarIndex,1,1).setValue(eventId);
};
/*
Store the data of a row in an Array
*/
function getSheetData(sheet,row)
{
var data = new Array();
data.title=sheet.getRange(row,titleIndex,1,1).getValue();
data.description=sheet.getRange(row,descriptionIndex,1,1).getValue();
data.startDate = sheet.getRange(row,startDateIndex,1,1).getValue();
data.endDate = sheet.getRange(row,endDateIndex,1,1).getValue();
return data;
};
/*
if a cell is edited in the sheet, get all the data of the corresponding row and
create a new calendar event (after deleting the old event) by calling submitToGoogleCalendar()
*/
function dataChanged(event){
var sheet = SpreadsheetApp.getActiveSheet();
var row = event.range.getRow();
var eventId = sheet.getRange(row,googleCalendarIndex,1,1).getValue();
var eventId = submitToGoogleCalendar(getSheetData(sheet,row),eventId)
if(eventId!=null)
sheet.getRange(row,googleCalendarIndex,1,1).setValue(eventId);
};
/*
This function creates an event in the Google Calendar and returns the calendar event ID
which is stored in the last column of the sheet
*/
function submitToGoogleCalendar(sheetData,eventId) {
// some simple validations ;-)
if(sheetData.title == "" || sheetData.startDate == "" || sheetData.startDate == null)
return null;
var cal = CalendarApp.getCalendarById(calendarId);
var start = new Date(sheetData.startDate);
var end = new Date(sheetData.endDate);
// some simple date validations
if(start > end)
return null;
var event = null;
//if eventId is null (when called by newEvent()) create a new calendar event
if(eventId==null)
{
event = cal.createEvent(sheetData.title, start, end, {
description : sheetData.description,
});
return event.getId();
}
/*
else if the eventid is not null (when called by dataChanged()), delete the calendar event
and create a new event with the modified data by calling this function again
*/
else
{
event = cal.getEventSeriesById(eventId);
event.deleteEventSeries();
return submitToGoogleCalendar(sheetData,null);
}
return event.getId();
};
Without having tried it myself, I believe you could do it like this:
function submitToGoogleCalendar(sheetData,eventId) {
var cal = CalendarApp.getCalendarById(calendarId);
var start = new Date(sheetData.startDate);
var end = new Date(sheetData.endDate);
end.setHours(start.getHours() + 2);
...where the last line is the new line added to your original script.
To your question wether the end time should be removed, I would say yes, it should be removed.
I'm using a Kendo Grid / Custom validator editing to validate the a Column in the grid,Actually I'm trying the check the email already exists in the database or not ? to implement it I would like to get ID for the Row.
For example given in reference its products table, so in this case I would to get the ProductID inside the validation function ?
Reference:
http://demos.telerik.com/kendo-ui/grid/editing-custom-validation
You can get the id by retrieving the uid and then getting the data item from the dataSource via dataSource.getByUid(). Each row in the grid has a unique uid generated by the grid.
So for instance, referring to kendo's demo, the validation would now look like this:
productnamevalidation: function (input) {
//get row and uid
var row = input.closest('tr')[0];
var uid = $(row).attr('data-uid');
//get data item and then its ProductID
var dataitem = dataSource.getByUid(uid);
console.log(dataitem);
console.log(dataitem.ProductID);
//continue doing validation
if (input.is("[name='ProductName']") && input.val() != "") {
input.attr("data-productnamevalidation-msg", "Product Name should start with capital letter");
return /^[A-Z]/.test(input.val());
}
return true;
}
Here is their demo with this code included, you can open the console to see that each data row is being printed out with all its model properties.
You can get the record's ID with this:
input[0].kendoBindingTarget.source.ID
For example:
emailUnique: function (input) {
if (input.is("[name=Email]") && input.val() !== "") {
input.attr("data-emailUnique-msg", "Email already exists");
return isEmailUnique(input.val(), input[0].kendoBindingTarget.source.ID);
}
return true;
}
Bonus track, in case it's useful for someone:
function isEmailUnique(val, id) {
var data = YourGridDataSource; // If you don't have it, you may need something like $("#YourGrid").data().kendoGrid.dataSource
for (var i = 0; i < data.length; i++) {
if (data[i].ID != id && data[i].Email == val)
return false;
}
return true;
}
I have an Account object, which has many Transactions related to it.
In one method, I get all transactions for a particular account.
var transactionlines = (from p in Context.account_transaction
.Include("account_transaction_line")
// .Include("Account")
.Include("account.z_account_type")
.Include("account.institution")
.Include("third_party")
.Include("third_party.z_third_party_type")
.Include("z_account_transaction_type")
.Include("account_transaction_line.transaction_sub_category")
.Include("account_transaction_line.transaction_sub_category.transaction_category")
.Include("z_account_transaction_entry_type")
.Include("account_transaction_line.cost_centre")
where p.account_id == accountId
&& p.deleted == null
select p).ToList();
This is meant to return me a list of transactions, with their related objects. I then pass each object to a Translator, which translates them into data transfer objects, which are then passed back to my main application.
public TransactionDto TranslateTransaction(account_transaction source)
{
LogUserActivity("in TranslateTransaction");
var result = new TransactionDto
{
Id = source.id,
Version = source.version,
AccountId = source.account_id,
// Account = TranslateAccount(source.account, false),
ThirdPartyId = source.third_party_id,
ThirdParty = TranslateThirdParty(source.third_party),
Amount = source.transaction_amount,
EntryTypeId = source.account_transaction_entry_type_id,
EntryType = new ReferenceItemDto
{
Id = source.account_transaction_entry_type_id,
Description = source.z_account_transaction_entry_type.description,
Deleted = source.z_account_transaction_entry_type.deleted != null
},
Notes = source.notes,
TransactionDate = source.transaction_date,
TransactionTypeId = source.account_transaction_type_id,
TransactionType = new ReferenceItemDto
{
Id = source.z_account_transaction_type.id,
Description = source.z_account_transaction_type.description,
Deleted = source.z_account_transaction_type.deleted != null
}
};
... return my object
}
The problem is:
An account has Transactions, and a Transaction therefore belongs to an Account. It seems my translators are being called way too much, and reloading a lot of data because of this.
When I load my transaction object, it's 'account' property has a'transactions' propery, which has a list of all the transactions associated to that account. Each transaction then has an account property... and those account peroprties again, have a list of all the transactions... and on and on it goes.
Is there a way I can limit the loading to one level or something?
I have this set:
Context.Configuration.LazyLoadingEnabled = false;
I was hoping my 'Includes' would be all that is loaded... Don't load 'un-included' related data?
As requested, here is my TranslateAccount method:
public AccountDto TranslateAccount(account p, bool includeCardsInterestRateDataAndBalance)
{
LogUserActivity("in TranslateAccount");
if (p == null)
return null;
var result =
new AccountDto
{
Id = p.id,
Description = p.description,
PortfolioId = p.institution.account_portfolio_id,
AccountNumber = p.account_number,
Institution = TranslateInstitution(p.institution),
AccountType = new ReferenceItemDto
{
Id = p.account_type_id,
Description = p.z_account_type.description
},
AccountTypeId = p.account_type_id,
InstitutionId = p.institution_id,
MinimumBalance = p.min_balance,
OpeningBalance = p.opening_balance,
OpeningDate = p.opening_date
};
if (includeCardsInterestRateDataAndBalance)
{
// Add the assigned cards collection
foreach (var card in p.account_card)
{
result.Cards.Add(new AccountCardDto
{
Id = card.id,
AccountId = card.account_id,
Active = card.active,
CardHolderName = card.card_holder_name,
CardNumber = card.card_number,
ExpiryDate = card.expiry
});
}
// Populate the current interest rate
result.CurrentRate = GetCurrentInterestRate(result.Id);
// Add all rates to the account
foreach (var rate in p.account_rate)
{
result.Rates.Add(
new AccountRateDto
{
Id = rate.id,
Description = rate.description,
Deleted = rate.deleted != null,
AccountId = rate.account_id,
EndDate = rate.end_date,
Rate = rate.rate,
StartDate = rate.start_date
});
}
result.CurrentBalance = CurrentBalance(result.Id);
}
LogUserActivity("out TranslateAccount");
return result;
}
The entity framework context maintains a cache of data that has been pulled out of the database. Regardless of lazy loading being enabled/disabled, you can call Transaction.Account.Transactions[0].Account.Transactions[0]... as much as you want without loading anything else from the database.
The problem is not in the cyclical nature of entity framework objects - it is somewhere in the logic of your translation objects.