Using ISV.config to access field values in CRM


First of all open your isv.config file ( found at <installation path\_Resources\isv.config e.g. C:\Program Files\Microsoft CRM\CRMWeb\_Resources”

Here we are adding buttons in the form toolbar for opportunity, inside the isv.config file (Plzz take it’s backup)

Add the following

<Entity name=”opportunity”>

<ToolBar ValidForCreate=”0″ ValidForUpdate=”1″>

<Button Title=”MyBtn1″ Icon=”/_imgs/ico_18_debug.gif”

Url=”http://default.aspx” PassParams=”1″ WinParams=”” WinMode=”0″ AvailableOffline=”false” />

<Button Title=”my button” ToolTip=”Advanced Mail Merge” Icon=”url” Client=”Web, Outlook”

JavaScript=

var n=crmForm.all.name.DataValue;

var objectID=crmForm.ObjectId;

window.open(‘http://Default.aspx?name=’+n+’&oId=’+objectID)”

/>

</ToolBar>

</Entity>

In the above code we have created two button.

First button makes use of URL and passParam attribute.

When we set passParam as 1 then objectid( id of the record), object name and object type code are passed to url specified as query string.

The thing here is that in our custom web page we can only get the id and the type of entity.

What if we want values of other form fields.

Well in this case we can make use of JavaScript attribute.This attribute will override the Url attribute if in case both of them are defined.In the above code we are attaching the name value of opportunity in the query string.

One more thing to get the current record’s primary key i.e. say opportunity id for opportunity we’ll use crmForm.ObjectId

We can even user window.opener object in javascript of our isv custom page.

Chk this

https://nishantrana.wordpress.com/2007/10/13/refresh-crm-form-from-third-party-applications/

Bye

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

6 thoughts on “Using ISV.config to access field values in CRM”

  1. Great example except for 1 thing – I can’t get 4.0 to accept the & in the parm builder section of the code. I get an error saying it expects a ;

    HELP!

    Like

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