Showing related entity information in Header as Hyperlink – CRM 2011

We recently had requirement to show the Case Information in one of its related (related) entity’s header. The information should appear as a hyperlink so that users can open the case directly from that entity’s form.

Case entity was having 1-n relationship with this other entity say Entity A and Entity A was related 1-n with Entity B. In Entity A we had moved the lookup of Case in the header. So from Entity A’s form user could click the lookup in header (as lookup appeared as hyperlink in Header) and open the Case.

Now they wanted the similar kind of functionality in Entity B. However as Entity B was not directly related to Case entity it had no lookup or any other field having Case information in it.

So this is what we did :-

Created a new HTML Web Resource.
Added an anchor tag in it.
Used JavaScript to get the Case Information from the lookup of the Entity A in the form.
Dynamically setting the href and innerHTML of the anchor tag so that it provides case information and link clicking on which should open the case record.
Add the Web Resource in the header of the Entity B form.
As we were using JSON here, added the JSON library in the form load.

Case Information in the header and the hyperlink:-

Sample Code of the HTML Web Resource:-


<html xmlns="http://www.w3.org/1999/xhtml">
<head>
 <title>Case Information</title>
 <script src="ClientGlobalContext.js.aspx"></script>
 <script type="text/javascript" src="new_json2"></script>
 <style type="text/css">
 .ms-crm-Field-Normal
 {
 font-family: Segoe UI, Tahoma, Arial;
 font-size: 13px;
 position:absolute;
 top:0px;
 text-align: left;
 }


 </style>
 <meta charset="utf-8">
</head>
<body style="background-color: #f7fbff; margin: 10px" onload="GetCaseInformation()"
 contenteditable="true">
 <a id="anchorCase" href="#" target="_blank" class="ms-crm-Field-Normal"></a>
 <script>

var FORM_TYPE_UPDATE = 2;
 var FORM_TYPE_READ_ONLY = 3;
 var FORM_TYPE_DISABLED = 4;


 var ODataPath;
 var serverUrl;
 var entityName = "";
 var id = "";
 var entity;

function GetCaseInformation() {
 init();
 }

function init() {


 serverUrl = document.location.protocol + "//" + document.location.host + "/" + Xrm.Page.context.getOrgUniqueName();
 ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
 if (parent.Xrm.Page.ui.getFormType() == FORM_TYPE_UPDATE ||
 parent.Xrm.Page.ui.getFormType() == FORM_TYPE_READ_ONLY ||
 parent.Xrm.Page.ui.getFormType() == FORM_TYPE_DISABLED) {

// get the lookup control and its guid and entity type
 var value = parent.Xrm.Page.ui.controls.get('new_casemedicalconditionid').getAttribute().getValue();

if (value != null) {
 id = value[0].id.replace('{', '').replace('}', '');
 entityName = value[0].entityType;
 }
 }
 // get the case information
 retrieveRecord(id);
 }

function retrieveRecord(Id) {
 var retrieveReq = new XMLHttpRequest();
 var url = ODataPath + "/" + entityName + "Set(guid'" + Id + "')";

retrieveReq.open("GET", ODataPath + "/" + entityName + "Set(guid'" + Id + "')", true);
 retrieveReq.setRequestHeader("Accept", "application/json");
 retrieveReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
 retrieveReq.onreadystatechange = function () {
 retrieveReqCallBack(this);
 };
 retrieveReq.send();
 }

function retrieveReqCallBack(retrieveReq) {


 if (retrieveReq.readyState == 4 /* complete */) {
 if (retrieveReq.status == 200) {
 //Success

 entity = JSON.parse(retrieveReq.responseText).d;
 if (entity.new_CaseId != null) {
 var caseGuid = entity.new_CaseId.Id;
 var caseName = entity.new_CaseId.Name;
 var serverUrl = document.location.protocol + "//" + document.location.host + "/" + Xrm.Page.context.getOrgUniqueName();
 if (document.getElementById('anchorCase').innerHTML == "") {
 document.getElementById('anchorCase').innerHTML = caseName;
 document.getElementById('anchorCase').href = serverUrl + "/CS/cases/edit.aspx?id={" + caseGuid + "}";
 }
 }
 }
 }
 }

</script>
</body>
</html>

Bye.