Check if Associated View is blank in Dynamic CRM Online - dynamics-crm-2015

In CRM Online on a customer form is there anyway that you can check if the Associated View for Assets is blank? And if its blank change a field value based on it.

Using JavaScript, 2 ways:
The associated grid is showing records related to your primary record. You can perform the same query the grid is doing using REST which will tell you if there are any records. You can then count the records, and change the field value as required. This approach is better if there are records in the database but which aren't shown in the view for some reason, e.g. view filters.
Access the Grid objects data using getRows(). As above you can then count the records, and change the field value as required. The downside of this is I believe those methods only give you access to the records shown on the form (and not any hidden by filters but still in the database) - but I don't think that that will be a problem here.
Worth bearing in mind that this approach only works client side, e.g. someone has to be actually looking at the form.
If you need to cover the a non-client side approach, e.g. workflows creating records, then you should probably look at plugin development so the changes can be performed server side.
As a side if you just want a simple count shown on form you then you should probably look at Calculated Fields and in particular Rollup fields. You might also be able to run further client side JavaScript from the count.

Related

Is there a way to sort a content query by the value of a field programmatically?

I'm working on a portal based on Orchard CMS. We're using Orchard to manage the "normal" content of the site, as well as to model what's essentially data for a small application embedded in it.
We figured that doing it that way is "recommended" for working in Orchard, and that it would save us duplicating a bunch of effort in features that Orchard already provides, mainly generating a good enough admin UI. This is also why we're using fields wherever possible.
However, for said application, the client wants to be able to display the data in the regular UI in a garden-variety datagrid that can be filtered, sorted, and paged.
I first tried to implement this by cobbling together a page with a bunch of form elements for the filtering, above a projection with filters bound to query string parameters. However, I ran into the following issues with this approach:
Filters for numeric fields crash when the value is missing - as would be pretty common to indicate that the given field shouldn't be considered when filtering. (This I could achieve by changing the implementation in the Orchard source, which would however make upgrading trickier later. I'd prefer to keep anything I haven't written untouched.)
It seems the sort order can only be defined in the administration UI, it doesn't seem to support tokens to allow for the field to sort by to be changed when querying.
So I decided to dump that approach and switched to trying to do this with just MVC controllers that access data using IContentQuery. However, there I found out that:
I have no clue how, if at all, it's possible to sort the query based on field values.
Or, for that matter, how / if I can filter.
I did take a look at the code of Orchard.Projections, however, how it handles sorting is pretty inscrutable to me, and there doesn't seem to be a straightforward way to change the sort order for just one query either.
So, is there any way to achieve what I need here with the rest of the setup (which isn't little) unchanged, or am I in a trap here, and I'll have to move every single property I wish to use for sorting / filtering into a content part and code the admin UI myself? (Or do something ludicrous, like create one query for every sortable property and direction.)
EDIT: Another thought I had was having my custom content part duplicate the fields that are displayed in the datagrids into Hibernate-backed properties accessible to query code, and whenever the content item is updated, copy values from these fields into the properties before saving. However, again, I'm not sure if this is feasible, and how I would be able to modify a content item just before it's saved on update.
Right so I have actually done a similar thing here to you. I ended up going down both approaches, creating some custom filters for projections so I could manage filters on the frontend. It turned out pretty cool but in the end projections lacked the raw querying power I needed (I needed to filter and sort based on joins to aggregated tables which I think I decided I didn't know how I could do that in projections, or if its nature of query building would allow it). I then decided to move all my data into a record so I could query and filter it. This felt like the right way to go about it, since if I was building a UI to filter records it made sense those records should be defined in code. However, I was sorting on users where each site had different registration data associated to users and (I think the following is a terrible affliction many Orchard devs suffer from) I wanted to build a reusable, modular system so I wouldn't have to change anything, ever!
Didn't really work out quite like I hoped, but to eventually answer the question in your title: yes, you can query fields. Orchard projections builds an index that it uses for querying fields. You can access these in HQL, get the ids of the content items, then call getmany to get them all. I did this several years ago, and I cant remember much but I do remember having a distinctly unenjoyable time with it haha. So after you have an nhibernate session you can write your hql
select distinct civr.Id
from Orchard.ContentManagement.Records.ContentItemVersionRecord civr
join civ.ContentItemRecord cir
join ci.FieldIndexPartRecord fipr
join fipr.StringFieldIndexRecord sfir
This just shows you how to join to the field indexes. There are a few, for each different data type. This is the string one I'm joining here. They are all basically the same, with a PropertyName and value field. Hql allows you to add conditions to your join so we can use that to join with the relevant field index records. If you have a part called Group attached directly to your content type then it would be like this:
join fipr.StringFieldIndexRecord sfir
with sfir.PropertyName = 'MyContentType.Group.'
where sfir.Value = 'HR'
If your field is attached to a part, replace MyContentType with the name of your part. Hql is pretty awesome, can learn more here: https://docs.jboss.org/hibernate/orm/3.3/reference/en/html/queryhql.html But I dunno, it gave me a headache haha. At least HQL has documentation though, unlike Orchard's query layer. Also can always fall back to pure SQL when HQL wont do what you want, there is an option to write SQL queries from the NHibernate session.
Your other option is to index your content types with lucene (easy if you are using fields) then filter and search by that. I quite liked using that, although sometimes indexes are corrupted, or need to be rebuilt etc. So I've found it dangerous to rely on it for something that populates pages regularly.
And pretty much whatever you do, one query to filter and sort, then another query to getmany on the contentmanager to get the content items is what you should accept is the way to go. Good luck!
You can use indexing and the Orchard Search API for this. Sebastien demoed something similar to what you're trying to achieve at Orchard Harvest recently: https://www.youtube.com/watch?v=7v5qSR4g7E0

Default sort for Xpages Dojo Data Grid not working on filtered values

I am trying to implement the DOJO data gird in my application. On load of the xPages I am getting the current user id in a session scope variable and filtering the REST services that supplies the data grid the data from a view, based on the user id. I have used the "keys" property to filter the values so that the current user should be able to see the values only relevant to him in the grid. This is working fine, but when I try to sort the results once the page is loaded it starts displaying blank values and sort does not work. I have made sure that the columns I require to sort are also made sorted for the back-end view by checking the "Click on column header to sort" option in the view. Still I am unable to get the sorting working for columns. Please let me know if there is a work-around for this problem or am I doing or not doing something for the default sort not to work as expected.
Nash, I have had similar issues with the blank rows as you describe. I think the blanks lines are rows that don't match the keys. Here are my tips for fixing this. The issue I think is not with your grid but your Rest service.
Use a viewJsonService type of rest service
Use a category filter instead of keys
Make your category filter code similar to mine below. This will ensure that you don't show documents to someone who shouldn't see them. When the category is null, the Rest service will show all documents. This isn't causing the blank lines, but is a best practice IMO.
var category:String = lineItemBean.getThisUNID();
//wherever your category comes from, maybe session.getUserName() in your case
if(category == null){
return "show nothing"
} else {
return lineItemBean.getThisUNID();
}
I hope this helps. My guess is that this will fix your sorting issues as well.

optimizing ajax based search

I am doing a ajax based search which suggests the values from the database tables as the user inputs fields in the search box. It does work but its really very slow, takes more than 10 seconds minimum for any suggestions to load. how do I optimize this to make it fast..
Like Index it/save it in cache/crawl?
Right now autoSearch() js function is fired which retrieves data from the related table to load the suggestions. how do I make this faster?
I dont know if this will make a difference but I am using grails/groovy for application development.
Thanks
Priyank
Have you added an index to any searched fields (or checked in the database to make sure the examined fields are indexed)?
The Grails GORM does not automatically create indices for text fields unless you add the appropriate static mapping to your domain class.

List of values with multiple return items

List of values, with multiple columns and multiple return values in Apex. It's a question i've seen around the web quite a few times, but i'm struggling with it aswell.
Coming from Oracle Forms, and now migrating forms to Apex, this is a feature i'm missing quite well. It also still baffles me a bit how enormously basic the built-in popup-lov is.
For example, right now i'm making some smaller forms, each having about 4 or 5 multirecord columns, for not much else than having 2 values linked up. Column 1: some value, used in sap for example, column 2: the id of a record in the oracle database (another table than the base table for the block). On column 2 there is an lov, with validate from list, and displays 3 columns, but also returns 3 columns. So you can choose a record from the lov, and automatically, the id will be filled in, aswell as the 'name' and 'description' for said id. Column 1 and column 2 form the base table of the block.
Now, in Apex, i'd loose this functionality by default. So for now, i've mostly coded the onchange event in javascript, and get the values with an ajax callback process. In the popup i concatenate the 3 columns. This however looks stupid (in my most humble opinion) when you want to force the user to pick a value from the lov ('Not Enterable, Show Display Value and Store Return Value'): the item will contain the concatenated value used in the lov, not just the id i'd much rather show - plus, i'll already have my other 2 fields filled in by the ajax callback.
It rather stings a bit to have to deal with this. The users are used to working with these old (headstart generated) forms, with just 2 enterable columns, one of which has an lov. Now they need to start working with this 'new tech', and even though there is some adjustment required, this area does feels a bit archaic at times!
So, i've made it work through an Ajax callback on the onchange event. So, when the value is changed through the lov, extra fields are filled up. This goes together with an after header process, after the automated row fetch, so the values are fetched when the page is loaded (or a user navigates the rows).
I've also written a custom solution, which requires me to create a page with a classic report on it with a search box. I then use this page in an iframe, and pop it up through a modal. When the user selects a record, i return the required returnvalue and a list of displayvalues. This i do through a bunch of javascript, which i've packed in a JS file, and actually requires quite little extra work to do on the pages: include the file on both, make an item with some post element text calling an 'open' procedure, and calling a select-and-close procedure on my lov page. I'm quite considering creating a small item typep plug-in, so i can more easily configure my calling item. Just a couple of buts: i've not actually used this in some forms already, i've engineered this in a testing application after getting frustrated with the standard tool. It would also require the client to maintain this javascript code + remember the config of the 2 items, let alone me writing a small plugin. So i'm hesitant to implement this.
TLDR: if you've been using Apex for a while, and maybe done some forms: how do you actually work with the popups. And if you've known forms: how did you deal with this change?
I'm still struggling - throw me a bone ;)
I haven't used it myself yet but I believe SkillBuilders Super LOV plug-in probably does what you need.

MVC3 - what is the best practice to validate the old data and new data when submitting a form

I am using mvc3 for my web app.
When an user edit an existing form, make a few changes and save it.
what is the best practice to check which field in the form has been modified.
Regards,
Bubblegum.
Since we're not talking data access - upon postback, compare it to your object in your database. This is somewhat of an open question because it depends what data access you are using and what models you are using. Entity framework Entities can track their modified state so you may be able to use
TryUpdateModel(yourInstanceLoadedFromYourDatabase)
and check the status of each field. That 'may' work, otherwise you are comparing each field. However why do you need to know specifically which field changed? Save the entire object back to the database (or simply merge with the values from the page using the same TryUpdateModel above)

Resources