Adding Left Navigation Item to a form in CRM 2011


Hi,

Export solution containing the entity we need to modify.

Find the <form> tag for the form we want to modify within <FormXml> tag

Then use the following sample xml to add the left navigation item.

<Navigation>
<NavBar>
<NavBarItem Id=”navItemID1″ PassParams=”1” Area=”Info” Icon=”testIcon” Url=”http://www.bing.com“>
<Titles>
<Title LCID=”1033” Text=”Custom Nav Item”/>
</Titles>
</NavBarItem>
</NavBar>
</Navigation>

Bye.

Dynamic Values in Workflow in CRM 4


We were facing an issue today; the issue was something like this

We were sending mail in one of our workflow, in the to field of the workflow we had set multiple users name as dynamic values. But we found that mail was being sent to only one user, i.e. the first user only.

Than we found out that if we add multiple values in Look For dialog box and click on ok to add all those together, only the first field having value would be picked by workflow.

For e.g. if I add (created by), (manager of the user field) in the look for dialog box and click on ok to add them together, the workflow would only pick the value for first field i.e. (created by) field for which value exists. It would ignore the manager of the user field. 

However if we add them separately i.e. first add (created by) field and then look for (manager of the user field) and add that field than we could have values for both the field. 

Bye…

Making value in one lookup depended on value of another lookup.


Making value in one lookup depended on value of another lookup in Microsoft CRM. Say we have created 2 custom entities Categories and Skill. Skill entity has category lookup field which relates it to that category.(Added a relationship between them)Than created few records for both the entities. After that we have added that entities to the third entity where they’ll appear as LookUp.

Now we want the value of Skill lookup to be dependent value selected on Resource(Category) LookUp.

untitled1.JPG

Resource can have following values

untitled2.JPG

Now if Datawarehousing is selected than

we want to show Analysis and SSAS in the Skill lookup

untitled3.JPG

To accomplish this we will write the following code in the OnChange event of Resource Lookup

// Making the skill id lookup null whenver a new values is selected for reesource

crmForm.all.new_skillid.DataValue=null;

crmForm.all.new_skillid.disabled = false;

// getting the value of selected resource

var ar=new Array();

ar=crmForm.all.new_resourceid.DataValue;

var rID = ar[0].id;

// Changing the display of skillid lookup so that only skill belonging to particular rID should appear

crmForm.all.new_skillid.lookupbrowse=1;

// in the additionalparams for the skill id attribute we will specify the fetch xml query // e.g. select * from new_categoryskill (name of our custom skill entity) where new_categoryofskillid = rid

crmForm.all.new_skillid.additionalparams = “fetchXml=<fetch mapping=’logical’ ><entity name=’new_categoryskill’><all-attributes/><filter type=’and’><condition attribute=’new_categoryofskillid’ operator=’eq’ value='” + rID + “‘/></filter></entity></fetch>”;

To get the fetchXml query what we can do over here is

http://ronaldlemmen.blogspot.com/2006/11/using-advanced-find-for-fetchxml.html

We will go to our skill entity form and run an advancedfind query against it (giving the appropriate condition for which we want the fetch xml)

Now pressing CTRL+N open it in a new window Now in URl replace everything with the following line

javascript:prompt(“my%20query:”,%20resultRender.FetchXml.value);

Press Ok to the dialog that appears and it opens a prompt window from where we can copy our fetch xml and modify it accordingly.


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

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