I have a subgrid on my form which I assign a dynamically generated fetchxml query using javascript. When the user clicks on the subgrid's "pop out" button, the query is lost and it displays the default view for that entity.
The user needs to be able to perform multi selection and bulk editing. As far as I know this is not possible for subgrids in CRM 2013 upwards. Is there a way to retain the query when it is popped out?
There's no supported way to interact with a popped out grid. If you started digging into the client side application code, you might be able to find a hook to the new window, but doing so would be unsupported, liable to break, and I wouldn't recommend it.
I was going to suggest hiding that pop-out button on your entity's sub-grid altogether before re-reading that your users need to use the popped out grid for bulk edit.
In that case your best option will be to do ditch the JS and move to a RetrieveMultiple plugin against the sub-entity. RetrieveMultiple plugins should be generally avoided, but from what it sounds like in your case, it's your only option.
And, just to be thorough, are you positive you need dynamic fetch for the sub-grid? Is there any way you could come up with a view that would get close enough to your requirement, even if it's not perfect?
Update:
Based on the additional information you provided in your comment, I can only think of two options:
Implement a custom grid--or modify one of the free ones out there--that allows multi-select and bulk edit
Your custom web app takes the user's criteria, creates a personal view (entity: userquery) for the user and saves it to the database, then your JS on the form sets the grid to that view.
You can do that liks this:
document.getElementById("someGridId").control.SetParameter("viewtype", "4230"); // 4230 is the objecttypecode for userquery
document.getElementById("someGridId").control.SetParameter("viewid", "{11310965-0306-E611-80E5-3863BB36DD08}");
Doing this actually does make the popped out grid load the personal view, but in my tests just now the grid gets upset if you try to refresh it.
This approach has obvious downsides: 1) You have to come up with a way to clean up the personal views that get generated 2) the grid might break on refresh 3) it's unsupported and liable to break on an update.
Still worth considering, I suppose.
A more supported way instead of using unsupported getElementById is to hook a plugin to multiple retrieve of the entity and amend the query in there
Chris
Related
when I select (say customer) using Dropdown I would want to show users all the properties on a side table or division. Essentially, displaying the selected customer's fields on the same page for the users to verify/read.
I am using laravel-backpack for development and finding it difficult to implement. Any help is greatly appreciated.
I'm afraid there's no existing way to achieve that, you'd have to code it.
But you don't have to start from scratch, you can use the code for the select2 field (or whatever field you prefer) and create a new field type, say select2_and_preview by tweaking the Javascript inside that one file.
There's recently been a Feature Request for a similar feature (see here), you might want to pitch in with your opinion if you want it created by the team, and included in the official build.
I have a question on the subject of composite attributes that I would be grateful if you could help me with.
I posted this before on other question blogs but got no response I am satisfied with.
I am writing JavaScript that will update the fields (i.e. address1_line1, address1_line2, address1_line3, address1_city, address1_stateorprovince, address1_postalcode, address1_country) in the composite (address1_composite). When the fields are updated the composite does not seem to update. I have to open the composite and close it again. Is there a way of doing this automatically in JavaScript?
I have tried the following ideas:
Idea 1:
Xrm.Page.data.entity.save();
This is recomended at http://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2013/10/22/working-with-dynamics-crm-2013-composite-fields-fly-out-menu.aspx
This is not any good as my customers want to view the composite before saving the page. Also I would not want to save the page for my customers as they do not want this. They would like to decide when to do this themselves.
Idea 2:
Xrm.Page.data.refresh();
This is not really what I wanted as I do not want to refresh the whole page. I just want to refresh the composite. Also it bring up a popup that warns you about not having saved the page which will be annoying for my customers.
Idea 3:
Writing the address from the address lines to the composite.
This feels like a nasty hack.
There is probably more than one way of doing this. I used the function
Xrm.Page.getAttribute("address1_composite")._attribute.setValueForCompositeField();
I do not like this for the following reasons:
This is a hack as it is not using the system functionality of the done button to write the data.
You do not get the system formatting you get with the done button although this will get done when the form is saved so it is not so bad.
In the future if customers are allowed to add their own composite fields it could cause problems as the field names could be different.
It requires me to write extra code for each form that has a composite which has fields with different schema names. E.g. I have to write different code for forms with ShipTo and BillTo addresses as the code for the account form will not work.
Another idea was to set the focus to the composite field after a change has been made to any of the fields inside the composite.
Xrm.Page.data.entity.attributes.get("address1_composite").controls.get(0).setFocus();
This is the best idea so for but it is far from perfect. This forces the user to press the done button and hence the fields will be written. I was hoping for something more automated.
My Question:
What would be great is if there was a way to click the composite done button in JavaScript. This would give me the formatting of the done button and the automation I need.
Update - 14/04/2014
Since posting this question I have been in contact with Microsoft and they say there is no supported way of clicking the done button via a program.
If the field is locked down CRM JavaScript does not send the data back to the server for updating. Another approach would be:
perform the update using JavaScript (so the user sees the change); and
use a server side plugin on the Update event so the value is persisted.
I have a bit of a unique challenge today. I have a client that wants to be able to search for multiple items based on inserts into a cfgrid. Suppose we have the following web form:
A Country selection dropdown
A State Selection dependent AJAX dropdown
A city Selection dependent AJAX dropdown
An ADD Button
----------------------------------------------------
A CFGRID that will populate a row with selections when the user clicks the add button
----------------------------------------------------
And finally, a CLEAR button, and a GO button on the bottom.
The resulting page will then query the database and get some statistics about the cities selected. So, suppose an individual picks USA > Arizona > Scottsdale and USA > Arizona > Flagstaff. The grid below the options will 'save' each selection and reset to their default options, waiting for a user to pick additional options or click on 'GO'.
The resulting page will then generate columns that list some statistics about the communities and highlight the 'best of' between each selected community.
Each time a user selects the ADD button (assuming three criteria are selected) I want the information to be added into a CFGRID that displays the options selected. Then, After the user selects at least one country/city/state option, have all of the data in the CFGRID get passed to another page that does a query from the data selected. In theory, the user could pick as many communities as they want, assuming they are willing to let the database sludge through enough data to get what they want and wait through a 'loading' screen to get it.
I'm having these challenges, in no particular order:
- I have an HTML grid that I must use per client spec (No Java or Flash, must be HTML)
- I have no idea how to get the selected options into the CFGRID. I assume there is some JavaScript I can write that uses some sort of AddRow function to add data into the grid with the add button but cannot seem to find how to it on the interwebs
- After we conquer the above challenge, how do I pass the data from the grid into the results page? I thought about passing one big string or a structure, but I'm not sure how to do that through the URL or posting, nor how to get the data out of the grid. I wonder if I am better off coding some sort of string that gets passed from the options page to the results page with a get method instead of dealing with the stuff in the CFGRID and have the CFGRID serve only as a 'dummy' display container.
- Finally, after the pass is complete, I would need to loop through through the structure and perform a CFQUERY or CFSTOREDPROC on each row of data, then get the statistics I need to display on the results page. I assume this would depend on how I am getting the data from the options selection page to the results page.
THANK YOU ALL!
CFGRID is great to start, but it can be b*tch to customize and extend... Have you tried editable CFGRID with bind? See how far off it is from what you want first. If it turns out to be very far, then you might want to go for a jqGrid and code up some jQuery.
To start, read Using HTML grids and make the cfgrid editable.
http://help.adobe.com/en_US/ColdFusion/9.0/Developing/WSc3ff6d0ea77859461172e0811cbec22c24-7a01.html#WSc3ff6d0ea77859461172e0811cbec22c24-72e0
Once you got that working, look at these provided JS functions that you can use with CFGRID
http://help.adobe.com/en_US/ColdFusion/9.0/CFMLRef/WS0ef8c004658c1089-6262c847120f1a3b244-8000.html
http://help.adobe.com/en_US/ColdFusion/9.0/CFMLRef/WSd160b5fdf5100e8f-4439fdac128193edfd6-7f5f.html
If you still demand a bit more, you might need to dig into the underlying ExtJS component. At that point I would rather use jqGrid
I found out that the best way to handle this was by using a SerializeJSON call and a Deserialize JSON call back and forth. By using JavaScript notation we are able to pass a complex JavaScript object (array) between one page and another. This has the value add of not having to worry about sessions timing out and making URLs clickable from one solution to the next.
I'm using the jQuery Form plugin and more specifically the ajaxForm method to hijack a normal form and post it using ajax. I have a form with lots of rows. Each row has edit and delete options and each section has an add option. Hijacking the form I can work out on the server whether to add, edit or delete but would like the ability to know which button was pressed in the success method back in my JS. Is this possible?
I know there are two params: responseText and statusText and that I can work out the button type in beforeSubmit but I need it when the data is returned which button has been pressed. The reason is that I want to display a form in a light box for edit and add but for delete I want to do something different. It seems a bit naff to check the data coming back to look for a certain string (not to mention flakey and unmaintainable).
Anyone know of a simple solution?
Look at the beforeSubmit option: it's a function that will get called, well, before submit. More importantly, it provides the data. You could look at the data and set a flag that would then be used within the success function. This isn't beautiful, but better than being coupled to the server's behavior.
In this situation, I have often just created two different forms-- one for update and one for delete. Then, instrument them separately.
I'd like to ask your opinion on this. This is a theoretical question.
I'm in a situation where I have an interface shown to a user that uses AJAX to talk to the server. The server-side language does not matter here. I have a form with fields and each of them are deletable. If the user selects a few "delete" -checkboxes and presses Update, then I have these two options to do:
Option 1:
When deleting fields, use JavaScript to remove the HTML immediately and run AJAX on background to delete those fields. This achieves a look of a fast interface -> better user experience. However, if the AJAX call fails on the server side (the fields couldn't be deleted), then the previously deleted HTML fields would give a false assumption for the user (of them being deleted).
Option 2:
When deleting fields, run AJAX, depending on its success, either remove the HTML or do not. This gives accurate feedback for the user, but the form would freeze until the AJAX call finishes = slow(er).
What are your thoughts? Which approach seems better for me to take or should I make it an option?
Option 3: Mark the controls as being deleted (e.g. overlay a translucent gray box with a delete icon on it). Send the request. When it returns, either remove the controls, or change the box to show an error icon for a few seconds (then remove the box).
Allow the rest of the interface to be interacted with while this goes on.
Nice question.
A third option would be to :
disable immediately the controls
delete them when the Ajax returns
This gives the user feedback that something was effectively requested (responsiveness),
while showing also the moment where it is effectively completed.
Also, the user somehow feels the "distant call", which does not induce him in error, because it is was really happens. Anyway, there is nothing meaningful we can do to hide this feeling, because the delay will always be there.