Refresh the form automatically in MS CRM

Recently I faced a scenario where the page should load automatically I,e once the record has been created internally workflow will trigger [to update the telephone number in account] which will update the created record fields for this use the below code on onload 

function Refresh()

{

var type = Xrm.Page.ui.getFormType();

if(type==2)//form opened for update

{

var x=Xrm.Page.getAttribute("telephone1").getValue();

if(x==""||x==null)

{

setTimeout("doTimer()", 8000);//for 8 seconds

}

}

}

function doTimer()

{

window.location.reload(true);

}

CRM 2011: Custom Reports & the rsProcessingAborted Error

I created a custom report for CRM 2011 in BIDS , but it is throwing an error “The report cannot be displayed. (rsProcessingAborted)” message . Out-of-the-box reports would display fine.

Reporting Error:

The report cannot be displayed. (rsProcessingAborted)

Resolution: It was not having the permission to connect to the CRM Database.

1> I then opened my SQL.

2> Went to Security -> Logins

3> Right Click NT Authority\SYSTEM (in my case)

4> Selected user Mapping

5> Checked the MSSCRM_CONFIG and Org_MSCRM with roles of :

·         CRMReaderRole

·         public

·         db_ownwer

After this refresh the database to resolve this.

Multi Select Look up in MS CRM 2011

First create three text fields in Opportunity as new_sguid, new_stype, new_sname

Add the below code in the Web Resource

function onchange() {

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (IsNull(originatingLeadValue) || originatingLeadValue[0].type == "4") {

        // Lookup is null or there is a Lead, need to clear hidden fields. To clear one of them will be enough, we will be check this field during onload.

        Xrm.Page.getAttribute("new_sguid").setValue(null);

    }

    else {

        // Lookup contains Contact or User, so need to store lookup properties to our hidden fields.

        Xrm.Page.getAttribute("new_stype").setValue(originatingLeadValue[0].type);

        Xrm.Page.getAttribute("new_sguid").setValue(originatingLeadValue[0].id);

        Xrm.Page.getAttribute("new_sname").setValue(originatingLeadValue[0].name);

    }

}

function onsave() {

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (!IsNull(originatingLeadValue) && originatingLeadValue[0].type != '4') {

        Xrm.Page.getAttribute("originatingleadid").setValue(null);

    }

}

function onload() {

    debugger;

    lookuptypeIcons = '/_imgs/ico_16_1.gif:/_imgs/ico_16_2.gif:/_imgs/ico_16_4.gif:/_imgs/ico_16_8.gif:/_imgs/ico_16_9.gif';//add the custom entity type gif image

    lookuptypenames = 'account:1:Account,contact:2:Contact,lead:4:Lead,systemuser:8:User,team:3:Team';

    lookuptypes = '1,2,4,8,9';// Here first one is entity name, the second one we can get by opening any record for our custom entity and check out the etc value in the url and the third one is the display name for your entity. And i used /_imgs/ico_16_customEntity.gif for the icons to work with.

    var savedId = Xrm.Page.getAttribute("new_sguid").getValue();

    var savedType = Xrm.Page.getAttribute("new_stype").getValue();

    var savedName = Xrm.Page.getAttribute("new_sname").getValue();

    var savedEntityName = savedType == "8" ? "systemuser" : "contact";

    document.getElementById("originatingleadid").setAttribute("lookuptypes", lookuptypes);

    document.getElementById("originatingleadid").setAttribute("lookuptypenames", lookuptypenames);

    document.getElementById("originatingleadid").setAttribute("lookuptypeIcons", lookuptypeIcons);

    document.getElementById("originatingleadid").setAttribute("defaulttype", "4"); // default type - Lead entity

    var originatingLeadValue = Xrm.Page.getAttribute("originatingleadid").getValue();

    if (IsNull(originatingLeadValue) && !IsNull(savedId)) {

        var value = new Array();

        value[0] = new Object();

        value[0].displayClass = "ms-crm-Lookup-Item";

        value[0].keyValues = new Object();

        value[0].values = new Object();

        value[0].onclick = "openlui()";

        value[0].id = savedId;

        value[0].entityType = savedEntityName;

        value[0].typename = savedEntityName;

        value[0].name = savedName;

        value[0].type = savedType;

        Xrm.Page.getAttribute("originatingleadid").setValue(value);

    }

}

call the onload function on Opportunity onload, onsave function on Opportunity onsave, onchange on Opportunity originating lead change :)

Make all the Fields Readonly in the CRM form 2011

var controls = Xrm.Page.ui.controls.get();
for (var i in controls){
var control = controls[i];
if (!control.getDisabled()){
control.setDisabled(true);
}}

No Default Value on Two Options Field Dynamics CRM 2011

function setTwoOptionNull(twoOption) {
    var isCreateForm = Xrm.Page.ui.getFormType() == 1;
    var twoOptionField = Xrm.Page.getAttribute(twoOption);
    var twoOptionValue = twoOptionField.getValue();
    if (isCreateForm) {
        twoOptionField.setValue(null); // set the value to null on create
        twoOptionField.setSubmitMode("always"); // required to store the null value
        document.getElementById("rad_" + twoOption + "1").onclick = function () { 
            if (twoOptionValue == false) {
                twoOptionField.setValue(true);
                twoOptionField.setValue(false);
            }
        }
    }
}

pass the value "new_acceptreject" as shown below

Split the String in Microsoft Dynamics CRM using Javascript

Add the below function in the onload of the lead form

function getMonth()
{
debugger;
var Day=Xrm.Page.getAttribute("createdon").getValue().toString().substring(0,3);
alert(Day);
//you will get the output as Tue
}

Now open an existing lead record then the alert will show the Day of the lead createdon.

Dynamics CRM 2013 Javascript

Enable/Disable Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Enabled

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(true);  //Disabled

Show/Hide Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setVisible(true);  //Show

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Hide

Get Value/ Set Value Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().setValue(value);  //Set Value

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().getValue();  //Get Value

Set and Remove Notification on Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setNotification(“Notification message”);  //Set Notification message

Xrm.Page.getControl(‘header_process_fieldname’).clearNotification(); // Clear Notification message

Set Required levels on Business Process stage field:

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘required’); //Required level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘none’); //none level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘recommended’); //Recommended level

Set field notification

Xrm.Page.getControl(fieldname).setNotification(“Notification message”);

Clear field notification

Xrm.Page.getControl(fieldname).clearNotification();

Set form notification

//First parameter is message, second is notification type, third is optional id parameter

Xrm.Page.ui.setFormNotification(‘Error! Message’,'ERROR’,’1′);

Xrm.Page.ui.setFormNotification(‘Warning!Message’,'WARNING’,’2′);

Xrm.Page.ui.setFormNotification(‘Information! Message’,'INFORMATION’,’3′);

Clear form notification

//Pass parameter id of notification which needs to be cleared

Xrm.Page.ui.clearFormNotification(’1′);

Get/Set currency field values in JavaScript for Dynamics CRM

I noticed that currency field value on CRM forms were not accessible using Xrm.Page.getAttribute(“Currency field name”).getValue() and Xrm.Page.getAttribute(“Currency field name”).setValue(Value)

The resolution is in such cases is:

// To get currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).getValue();

// To set currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).setValue(Value);