Can't update default views' definitions permanently - dynamics-crm-online

I've created a subgrid showing a custom entity Blopp. It shows, the records are viewed as supposed to (related ones only) but I was unhappy with the columns' order and size.
So I went to the solution and made the changes. To my surprise, I discovered that they are not shown when I load the Contact form.
Before anybody jumps up with joy - the save is done, the publish all is done, it's the correct view set in the subgrid and when I pick a different view in the subgrid and then go back to the manipulated one, it shows as supposed to!
What's up with that? The way we're handling it now, we need to remove the subgrid and recreate it again.
What can be the cause and how do I kill it?

Related

CRM 2013/2015/2016 subgrid popout, retain fetchxml query

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

Issue with Kendo MVVM Cascading drop down

I am working on developing a cascading drop down with Kendo MVVM. The issue is that when the drop down loads the child drop down initially displays "undefined". This disappears though when I select some data in the parent drop down.
Alternatively I also require a Reset button in place. On click of this button I need to reset the cascade so that we get back to the initial phase(i.e. the child drop down should be disabled and no data should be selected in the parent).
Please find a JSBin that I created for the issue here
Thanks in advance for the help.
You should be using IDs as values, not strings. I think you can play around with data-primitive-value but why? Just use proper structure to begin with. For the clear, just dropdownlist.select(0) or dropdownlist.select("") if you managed to make it work with the primitive value thing.
http://dojo.telerik.com/ePIDO

Composite Fields In MSCRM 2013

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.

How to know when NSTableView is done (re)loading its contents?

I have a UI that looks similar to the mail app. A table view along the left with a single column of items. When one of the those items on the left is selected, details about that item are shown on the right.
When some event occurs in my app that requires the data in the left table view to be reloaded, the current selection is lost and then the right detail view and left master view get out of sync.
The way i hoped to solve this problem was, when it was time to reload the table data, I would:
1. Save the current selected item
2. reload the table data
3. Handle a delegate method or notification that let me know when the reloading was done.
4. Re-select the proper item by finding it in the new list of items in the table.
Unfortunately I cannot find any way to determine when the table is done reloading. Is there a. any way to figure this out, or b. a more elegant solution to this problem?
thanks.
update: In case my problem was unclear, imagine you are in the mail app and you have some message selected. That summary cell is shown as selected on the left, and the details of the message are shown on the right. Suppose new mail comes in which appear as new cells at the top of the table. How is the message you are currently viewing preserved, and not de-selected?
reloadData is something of a sledgehammer. 10.7 offers a better solution.
Instead of using reloadData, when you have new rows to add, use insertRowsAtIndexes:withAnimation: . When you have rows to delete, use removeRowsAtIndexes:withAnimation: . And, of course, if an existing row has changed, there's reloadDataForRowIndexes:columnIndexes.
These should remember the selection for you (at least, the equivalents on iOS do).
If you can't target 10.7, some of the other suggestions will probably help out. noteNumberOfRowsChanged may also be helpful but I've not actually used it.
You can save selection on tableView(_:shouldSelectRow:) then select the row right after you create the cell in tableView(_:viewFor:row:) using selectRowIndexes(_:byExtendingSelection:).
It is pretty reliable no matter how / when / how many times you reload the table.

jqGrid form edit stuck with initially loaded values

When I open form to edit values:
It doesn't change form values when I navigate with <> buttons
It opens New form with same values as first edited row, and when I click "Submit", it overwrites that row instead of creating a new item
When I click to edit another row, it always shows the form values for the first edited row – i.e. if I click New first and then edit row, it shows empty form.
So, in short, the first time form opens, the values are "stuck" whatever row I open later.
What can cause this? I remember it used to work OK some time ago.
UPDATE:
No with recreateForm I don't have this issue (I use it as temporary workaround).
Hm, I can reproduce this on jqGrid example, but not on Live Manipulation - on New in Version 3.7, Add/edit/delete on local data:
Click any row and edit it (open form)
Close form
Select any other row and click edit - form shows incorrect values (from the row that was opened first)
Click Add new row button in toolbar - form shows same values - which is very convenient, usually new rows are "almost" same - if only it would add new row, not update the existing one!
Of course in live demo Submit doesn't do that (it doesn't seem to work at all) but except for this symptoms are same.
Also <> buttons do not change data in form, though they change selected row - but from what I remember previously it used to update form values also to match selected row.
Probably you should post the description of your bug with "New in Version 3.7", "Add/edit/delete" as a bug in the in trirand forum.
The problem is that the bug exist in very special environment/data/settings. For example I tested my old local edit example modified to jqGrid 3.8.1 or in 3.7.2 and can not reproduce the problem which you describes. So you can use my examples as a template could it helps you.
Moreover in all examples which I use for real projects I use always parameter recreateForm:true. If you don't use it jqGrid not create a form, but try to use an existing with other data. It works in a lot of cases wrong. For example if you use any dataInit functions they will be called only once during creating of the form, which can make very strange affects. If you use edittype: 'custom' the usage of recreateForm:true is really mandatory (see this). So I recommended many times all people to use
jQuery.extend(jQuery.jgrid.edit, {recreateForm: true});
to set recreateForm: true as your default settings. You could save many hours or days of debugging of some strange effects in your edit/add dialogs.

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