I am using MS CRM 2013 and created a custom filter on ownerid. It works ok but just that it returns both team and user. I just want to have user. If I provide the entityname as below:
Xrm.Page.getControl("ownerid")
.addCustomFilter(thisfetch, "systemuser");
Then it filters on user and returns filtered users and all teams.
How can I fix it?
thisfetch is my filter criteria.
Please help.
Instructing the Lookup dialog to only allow SystemUser is currently not supported.
There are unsupported workarounds but as pointed out in the linked article they can easily break due to changes in the DOM.
plain js
function setToFieldFilter()
{
document.getElementById("to_i").setAttribute("lookuptypenames", "systemuser:8:User");
document.getElementById("to_i").setAttribute("lookuptypes", "8");
}
function onLoad()
{
Xrm.Page.getControl("ownerid").addPreSearch(setToFieldFilter);
}
jquery
$("#to_i").attr("lookuptypenames", "systemuser:8:User");
$("#to_i").attr("lookuptypes", "8");
Sources
CRM 2013 : Change default entity for a Lookup field
Filter PartyList entities Lookup using Jscript in Microsoft Dynamics CRM 2011
Related
We have migrated a CRM 2011 successfully to Dynamics 365, Version 9.
We have determined that the audit history for connections is not present in the UI.
Is it because the connection form is still in CRM 2011 style (out-of-the-box)? If so, where do you find the connection audit history?
Auditing is enabled in CRM, on the connection entity and also some fields are configured for auditing.
I would assume this is expected behavior & working as per design in various CRM versions.
Connection entity Form editor showing left navigation with "Audit History" menu.
Actual Connection form rendering is not showing the left navigation. I remember this was the case with CRM 2011 form also.
If you want to show the "Audit history" explicitly, you can always go for some unsupported solution like discussed here.
Keep an iframe & point the url something like this: (Obviously you have to script to parameterize it)
https://devcrm.crm.dynamics.com/userdefined/areas.aspx?formid=52078acf-77c4-4e18-86b8-ebffcafc0698&inlineEdit=1&navItemName=Audit History&oId={3877A32E-EA20-E911-A952-000D3A34E213}&oType=3234&pagemode=iframe&rof=true&security=852023&tabSet=areaAudit&theme=Outlook15White
Code from the above UG discussion link:
function buildIframeSource() {
var url = window.parent.Xrm.Page.context.getClientUrl();
var recordId = window.parent.Xrm.Page.data.entity.getId().replace("{", "").replace("}", "");
var element = document.getElementById("areaAuditFrame");
element.src = url + "/userdefined/areas.aspx?formid=52078acf-77c4-4e18-86b8-ebffcafc0698&inlineEdit=1&navItemName=Audit%20History&oId=%7b" + recordId + "%7d&oType=10270&pagemode=iframe&rof=true&security=852023&tabSet=areaAudit&theme=Outlook15White";
};
I'm looking to change the default from user when an email is created. Setting it through a workflow doesn't work, and business rules does not allow to set the default from behavior. Has anyone been able to do this successfully?
I found this answer by stringing together a few different answers. Note: I couldn't find any documentation on official Microsoft Dynamics functionality, so although it worked for me on version 8 of Dynamics 365 (cloud) it could stop working in the future.
I created a javascript file that ran on load. If the form had form state, create, then I would use the following script to change the value:
function _setFromUser() {
var legalQueueID = "00000000-0000-0000-0000-000000000000";
var recordName = "Legal Contracts Queue";
var entityName = "queue";
Xrm.Page.getControl("from").getAttribute().setValue([{ id: legalQueueID, name: recordName, entityType: entityName }]);
}
Hope this helps someone else!
I am using crm 2016 and I need to clone a record using plugin, after googling I found out that I need to use Microsoft.Xrm.Client that hold the clone() function - which is not in 2016 SDK because of MS reorganization.This lib is in 2015 SDK.
My questions are :
1. If I'll take that lib from CRM 2015 and use it in 2016 will it be supported?
2. If it's not supported what are my options to clone a record in server side?
The method Clone() in the Microsoft.Xrm.Client only creates a copy of the Entity object in memory. It does not create a copy in the database of CRM. When you need to create a copy in the database just instantiate a new Entity object and pass it to the Create() method of the IOrganizationService interface.
When you really need a deep clone as described on MSDN you could consider writing one yourself. In most scenarios you will only need to copy the objects in the attributes collection. Of those objects only the reference types EntityReference, OptionSetValue and Money wiil need your special attention.
I would not advise to use deprecated libraries.
We use the following helper method to clone an entity - this is an updated version from the original which correctly clones the reference types, and excludes the system attributes
public static Entity CloneEntitySandbox(Entity entityToClone)
{
var newEntity = new Entity(entityToClone.LogicalName);
var systemAttributes = new List<string>();
systemAttributes.Add("createdon");
systemAttributes.Add("createdby");
systemAttributes.Add("modifiedon");
systemAttributes.Add("modifiedby");
systemAttributes.Add("owninguser");
systemAttributes.Add("owningbusinessunit");
foreach (var attribute in entityToClone.Attributes
.Where(x => x.Key != entityToClone.LogicalName + "id")
.Where(x => !systemAttributes.Contains(x.Key)))
{
switch (attribute.Value.GetType().Name)
{
case "Money":
var m = attribute.Value as Money;
newEntity[attribute.Key] = new Money(m.Value);
break;
case "EntityReference":
var er = attribute.Value as EntityReference;
newEntity[attribute.Key] = new EntityReference(er.LogicalName, er.Id);
break;
case "OptionSetValue":
var os = attribute.Value as OptionSetValue;
newEntity[attribute.Key] = new OptionSetValue(os.Value);
break;
default:
newEntity[attribute.Key] = attribute.Value;
break;
}
}
return newEntity;
}
Note that this does not perform the save to create the cloned entity in the CRM database, that's up to you.
Microsoft announcement says:
We also removed Microsoft.Xrm.Client from the CRM 2016 (8.x) SDK client because it was not compliant with the OAuth changes, and replaced it with Microsoft.Xrm.Tooling.Connector. You can use the current Microsoft Dynamics 365 Software Development Kit (SDK) to access Microsoft Dynamics CRM back to version 6.x for both auth and messaging.
Dynamics 365 SDK Backwards Compatibility
You can still use Microsoft.Xrm.Client.dll in your project from older SDK, this maybe supported for a while.
But I would recommend to go with custom Action, taking parent record as EntityReference Input parameter, Retrieve the parent record data + needed related entities & manually create (clone) child record + related entities records in Action.
You can Execute/invoke this Action from client/server side, wherever you want.
Does anyone know of a managed solution to import into Dynamics 365 that adds functionality for a custom button to copy the Guid of any entity to your clipboard?
In a previous environment we used this one
Of course this can't be imported into the newer Dynamics 365.
I know how to parse out the Guid from the URL, but the button to autocopy it to the clipboard was amazing.
The Chrome Extension Level Up has button for Record Id, or you can use the bookmarklet code. Just add the below code to a bookmark in your browser:
//get record id
javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.prompt("Copy to clipboard: Ctrl+C, Enter", form.Xrm.Page.data.entity.getId().slice(1, -1)) })();
Try Level Up for Dynamics 365 Chrome Extension, it provides a great variaty of common JScript actions and shortcuts to help with extensibility, diagnostics and administration
if what you need is to pulish an option to your user to get the GUID of a record and prevent the execution of other JS logic such as display all hidden attributes, then you will have to create a ribbon button and execute JS logic contained in a webresource, to make it compatible with CRM v9 and forward, past the execution context to your function (PrimaryControl) and call the native Xrm function executionContext.getFormContext().data.entity.getId()
Another extremely useful Chrome called Dynamics Power Pane. Use it together with Level Up for Dynamics 365 will be very powerful.
I have some JavaScript in Dynamics that does some work and needs to prompt the user with a Yes/No question.
I'd like to have the popup themed like the rest of Dynamics. Is there any page I can use with window.ShowModalDialog or some part of the API to provide a standard looking Dynamics message box?
Thanks.
there isn't a built-in feature to prompt the user in Dynamics CRM using javascript, however, you could build one the use the OpenDialog function to prompt it like Dynamics CRM does using one of these JS functions
Xrm.Utility.openDialog //2016
Xrm.Internal.openDialog //2015 - 2013
Hope it helps
No, CRM doesn't have any function like that built in. You'll have to create your own page.
Maybe you can use a managed solution here https://alertjs.codeplex.com/
The latest Javascript API has the following method, its simple and amazing.
var confirmStrings = { text:"This is a confirmation.",cancelButtonLabel:"No", title:"Confirmation Dialog" };
var confirmOptions = { height: 200, width: 450 };
Xrm.Navigation.openConfirmDialog(confirmStrings, confirmOptions).then(
function (success) {
if (success.confirmed)
console.log("Dialog closed using OK button.");
else
console.log("Dialog closed using Cancel button or X.");
});
Maybe you can use "dialogs" and trigger that to open by using a javascript?
You can use the dialog template found in the SDK to create a dialog with CRM 4.0 look and feel:
(SDK Path)\visualstudiotemplates\cs\addonwebpage
Hope that the below code snippet would be helpful
protected void doBatch()
{
if (Box::yesNo("Vent radioactive gas?", DialogButton::No) == DialogButton::Yes)
{
super();
}
}