Do you need the value of a lookup? I have written this bit of code to look a lookup value stored on another entity. Like finding the Customer lookup on an Incident (Case). Here is a bit of code that can lookup a lookup on any entity in CRM.
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Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!
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Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.
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Recently on the Microsoft forums someone asked how to change the values of a picklist based on the yes no value of a boolean field. Just add this script to the OnChange event of the yes/no field.
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In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.
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This blog entry contains some helpful information about removing special characters from a string using javascript. I was able to modify it to be just a few of code in an onchange event. Just rename new_name to the attribute your correcting.
if (crmForm.all.new_name.DataValue && crmForm.all.new_name.DataValue.length >0)
{
crmForm.all.new_name.DataValue = crmForm.all.new_name.DataValue.replace(/[^a-zA-Z 0-9]+/g,'');
}
The Notification Accelerator on Codeplex does not offer a queueitem RSS feed. I’m not sure why, but here is a simple solution to display an RSS feed. It defaults to the current user’s queues, but if the q=blah is specified in address then all queueitems in any queue with blah in it will be displayed.
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In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.
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Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.
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