Imagine, you want to add an email to a case. The email form opens and the "To" field is auto-populated with the case's customer account.
I want to change the behavior in order to auto-populate the content of "To" with a custom property of the related case.
My first approach was to register a JavaScript for the OnLoad event of the form and let the script change the field. That would work, but I am wondering if there is a smarter way to achieve this. There is already some logic, which fills the "To" field. Is it possible to configure this existing feature?
Any hints are appreciated.
I do not believe that this specific scenario can be done more effectively than how you've already worked it out. I would've suggested looking at the data mappings (left-nav item when you pop open the relationship in the entity's customizations, same concept as discussed in this Dynamics CRM 4.0 article http://www.dynamicscare.com/blog/index.php/modifying-mapping-behavior-between-parent-child-records-in-microsoft-dynamics-crm/), but it does not appear to be applicable to this relationship.
This might help you:
DataService.EntityReference toEntityRef = new DataService.EntityReference();
toEntityRef.LogicalName = "contact";
toEntityRef.Id = Guid.Parse(to_id);
Entity toParty = new Entity();
toParty["partyid"] = toEntityRef;
toParty.LogicalName = "activityparty";
Entity emailEntity = new Entity();
emailEntity.LogicalName = "email";
EntityCollection toCollection = new EntityCollection();
toCollection.Entities = new ObservableCollection<Entity>();
toCollection.Entities.Add(toParty);
emailEntity["to"] = toCollection;
IOrganizationService soapService = ServerUtility.GetSoapService();
IAsyncResult res = soapService.BeginCreate(emailEntity, OnCreateComplete, soapService);
Call Back method:
private void OnCreateComplete(IAsyncResult result)
{
Guid emailId = (IOrganizationService)result.AsyncState).EndCreate(result);
}
Another approach would be to replace the Add Email buttons in the ribbon in order to call a custom JavaScript function. This function could open the mail window with window.open and initialize the To: field by setting the extraqs parameter to configure an ActivityParty for the email about to create. This can be done by setting:
partyid to the id of an allowed entity's instance
partyname to the name of the entity instance
partytype to 2 (for the recipent field, see here for details)
But the extraqs parameter is limited: You can set only one receiver and no other field (from, cc, bcc, ...). Moreover, replacing the buttons would bypass built-in functionality, which may change in future versions,
So I prefer the handling of the OnLoad event of the form.
Related
I am trying to add a validation into an existing Google Form. I was already able to identify the item ID of the field I want to add a validation. I am just doing first the very basic requireTextContainsPattern in my text validation. I tried to follow https://developers.google.com/apps-script/reference/forms/text-validation
function validationTest() {
var form = FormApp.openById('formID');
var item = form.getItemById(itemID);
var textValidation = FormApp.createTextValidation()
.setHelpText("Enter email address")
.requireTextContainsPattern("info#example.com")
.build();
item.setValidation(textValidation);
When I debug my code, I am getting
TypeError: item.setValidation is not a function
My question is: 1) How do I get this textvalidation into my the existing field in Google Form? 2) Is the error I am getting related to my question no. 1? But primarily, I wanted to resolve no. 1.
Thanks in advance!
Form.getItemById(id) returns Item. You need to change the reference from Item to TextItem. To do so you may use the method asTextItem() (see reference)
function validationTest() {
var item = form.getItemById(itemID).asTextItem();
// [...]
}
Note that this will throw an error if itemID is not an ID of a text item.
References
Interface Item (Google Apps Script)
Class TextItem (Google Apps Script)
Entity contact = new Entity("contact");
contact.Attributes.Add("fullname", "h api test");
contact.Attributes.Add("emailaddress1", "hh#devenv1.local");
contact.Attributes.Add("telephone1", "1");
contact.Attributes["parentcusotmerid"] = new EntityReference("Organization", );
Guid contactId = m_OrgServ.Create(contact);
Console.WriteLine(contactId);
The lookup field I want to set
The logicalname of the lookup field is parentcusotmerid, and
m_OrgSerc.create
is basically
Service.create
I am setting attribute values for the fields, it works fine for normal text boxes where I am entering values, however for lookup values it doesn't work. I know lookup fields are of type EntityReference, so I need to know the LogicalName of the entity the lookup is pointing and the Id of the record.
I have tried it but its asking for the GUID of the Organization field now, so I'm not sure if I am going about it the right way?
You cannot set "parentcustomerid" to organization. It's special reference field that takes either Account or Contact entity reference as parameter.
If you want to set it you go like this
contact.Attributes["parentcusotmerid"] = new EntityReference("account", Guid.NewGuid());
or
contact.Attributes["parentcusotmerid"] = new EntityReference("contact", Guid.NewGuid());
where Guid.NewGuid() is Guid of your Account or Contact that you want to reference
all.
I have following simple form in which I want to edit the entity. The problem is that I have some fields which I don't want to be edited. For example (Image file path).
As it is now, I have the service method -
public void addOrModifyLayout(Layout layout){
if(layout.getId() == null){
layoutRepository.save(layout);
}
else {
Layout modifiedLayout = new Layout();
modifiedLayout.setId(layout.getId());
modifiedLayout.setName(layout.getName());
modifiedLayout.setStatus(layout.getStatus());
modifiedLayout.setExhibitor(layout.getExhibitor());
layoutRepository.save(modifiedLayout);
}
}
As you can see, every field that I want to be able to be edited, I should explicitly put it in the service. Can I use some mapper or trick to update only some fields that are in the view (form) ? How you handle this kind of issues?
You can either
store all the entity fields in hidden inputs (e.g. imageFilePath hidden input). So you can store on UI all the entity fields and get them back to assign to the entity.
OR
Avoid new entity creation but retrieve existing one and fill only necessary fields.
Layout modifiedLayout = layoutRepository.getById(layout.getId());
modifiedLayout.setName(layout.getName());
modifiedLayout.setStatus(layout.getStatus());
modifiedLayout.setExhibitor(layout.getExhibitor());
layoutRepository.save(modifiedLayout);
I have a domain model which has a Customer, which in turn has 1 Address (1:1) and 1 or more Phone numers (1:M).
Customer has user supplied PK (a string), while Address and Phone use identity column (server generated).
I am struggling in trying to understand how to manage Breeze entity creation for a "Add new Customer" screen.
The form on the screen allows user to enter Customer, Address, and Phone data.
I am using Durandal and Knockout so my "customeradd.js" viewmodel looks something like this:
// -- snip ---
var customer = ko.observable(),
hasChanges = ko.computed(function () {
return datacontext.hasChanges();
});
var vm = {
hasChanges: hasChanges,
customer: customer,
activate: activate
};
return vm;
function activate() {
customer(datacontext.createCustomer());
}
// -- snip ---
and my "/services/datacontext.js" :
// -- snip ---
breeze.NamingConvention.camelCase.setAsDefault();
var manager = new breeze.EntityManager(config.remoteServiceName);
var hasChanges = ko.observable(false);
manager.hasChangesChanged.subscribe(function (eventArgs) {
hasChanges(eventArgs.hasChanges);
});
function createVehicle() {
return manager.createEntity("Customer");
}
// -- snip ---
My questions are following:
Once I create a Customer, do I need to create Address and list of Phones and add them to Customer entity before making it a KO observable? Or is this done automatically by createEntity() method?
How do I create a Customer but without having to specify the Id? If I set the key to null or '', Breeze complains ("Error: Cannot attach an object to an EntityManager without first setting its key or setting its entityType 'AutoGeneratedKeyType' property to something other than 'None'"). However, if I generate the temp key (using either breeze.core.getUuid() or something else), then it shows up in my Id form field, and I really want the end user to specify it....Do I have to resort to extending the entity with extra field and then do the swapping and validation before saving (I don't like this idea at all)? Is there a better way?
In order to enable/disable buttons on my form I am tracking if there are changes in EntityManager. But every time entity is created, it is automatically in 'added' state so hasChanges is true. What I want is for changes to be picked up only if user edits the form (and therefore makes changes to underlaying entity). What is the best way to approach this?
BTW, I have seen this recommendation to register custom constructor for entity (I have already implemented it but I am still not clear how to let user supply their own id and to flag entity as modified only when user edits it...)
I realize this has been up for a while, but here are my thoughts (in case anyone comes looking).
If you use the entityManager to create your customerl and everything is specified correctly in the metadata, you can just create the customer and add phone numbers/addresses as needed. Breeze automatically makes an entity's properties observable (if specified correctly and if breeze knows that KO is being used)
If you can only do it the way that you say, then you are stuck. Ideally, you would have a user-entered ID which is NOT the key (though you could still force it to be unique) and a database-generated key, which Breeze will manage behind the scenes (assigning a negative key until it is saved to the data store, then updating the key and all related keys without any input from you).
if you use the 2nd approach for answer 2, then your buttons can easily be enabled and disabled using ko data-binding. When you create the entity, save its value to the viewmodel (custSource). Then you can add to the save button the data-bind="disable: custSource == Customer(), enable: custSource != Customer()". (You might need to play around with the syntax -- I haven't tested that part yet)
I don't think you need a custom constructor unless you are doing something different from what I understand.
PS. you should be aware that I believe Breeze wants Knockout defined as 'ko', while Durandal definitely expects it to be 'knockout', so you will probably need a 'map' property in your require.config
I think you could solve some of your problems by taking a slightly different approach to your entity creation. Here's your current approach:
Create a customer entity
User modifies that entity
Save the changes
Instead, try this:
User enters customer information
Create and save the customer entity
I realize that this doesn't really answer your questions, but I've found the second approach to be much easier to implement. Just have the user enter all the information you need to create a customer, and then supply those values to createEntity.
customeradd.js
// -- snip ---
var vm = {
customerId: ko.observable(),
address: ko.observable(""),
phoneNumbers: ko.observableArray([]),
submit: submit
};
return vm;
function submit() {
datacontext.createCustomer(
vm.customerId(),
vm.address(),
vm.phoneNumbers());
}
// -- snip ---
/services/datacontext.js
// -- snip ---
/**
* Creates a new customer.
* #param {int} id - The customer's id number.
* #param {string} address - The customer's address.
* #param {string[]} phoneNumbers - An array of the customer's phone numbers.
*/
function createCustomer(id, address, phoneNumbers) {
return manager.createEntity("Customer",
{
id: id,
address: address,
phoneNumber: phoneNumbers
});
}
// -- snip ---
I am new to MVC and EF and I have a question.
I have built a site with models views controllers etc.
On an edit view for a Case (pretty big model so I won't post it here) I have a FK to a Customer model using CustomerID. When a user selects a customer id from a drop down list, I would like to display CustomerName, CustomerPhone etc after the selection of the ID. I think I might need to do a post back for this to work?
Also, do I need to Include the related entities as part of the initial data "get"? I have read some detail on that but I dont fully understand how that needs to work.
Please let me know if I should post more info. Thanks!
Here is my ActionResult for Edit
public ActionResult Edit(int id)
{
Cases cases = db.Cases.Find(id);
//related data needs to loaded to show related data fields
//include related data entities
var v = db.Cases.Include("Customers");
ViewBag.TechnicianID = new SelectList(db.Technicians, "TechnicianID", "LastName", cases.TechnicianID);
ViewBag.BranchID = new SelectList(db.Branches, "BranchID", "BranchName", cases.BranchID);
ViewBag.EngineModelID = new SelectList(db.EngineModels, "EngineModelID", "EngineModelName", cases.EngineModelID);
ViewBag.CaseCategoryID = new SelectList(db.CaseCategories, "CaseCategoryID", "CategoryName",cases.CaseCategoryID);
ViewBag.Qualified = new SelectList(new[] { "YES", "NO", "PARTIALLY" });
ViewBag.CaseStatus = new SelectList(new[] { "OPEN/IN PROCESS", "CLOSED" });
return View(cases);
}
The line
var v = db.Cases.Include("Customers")
is what I am trying to use to load related customer data and then show in my edit view like this:
#Html.EditorFor(model => model.Customer.CustomerName)
Well it depends on what you are trying to do. You could include a model which holds all the required data and send it with every call on that page (initial empty ofcourse)
Once you selected the customer, do post-back and send the customerId to your application and return the same page with the desired model.
You could do that via AJAX too.
Also, do I need to Include the related entities as part of the initial data "get"?
Not sure if I understand what you are trying to say. You mean that you think you would have to send all customer's data down to the page and select the related data on client side?