Set a default email template for new emails on cases.

Carlton Colter — Fri, 02 Oct 2009 22:31:58 +0000

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.

function LoadTemplate(templateid, objectid, objecttypecode)
{
    var command = new RemoteCommand("EmailTemplateService", "GetInstantiatedEmailTemplate");
    command.SetParameter("templateId", templateid );
    command.SetParameter("objectId", objectid);
    command.SetParameter("objectTypeCode", objecttypecode);

    var result = command.Execute();

    if (result.Success)
    {
        var o = new Object();
        o.EmailBody = "";
        o.EmailSubject = "";
        if(typeof(result.ReturnValue) == "string")
        {
            oXml = CreateXmlDocument(false);
            oXml.loadXML(result.ReturnValue);
            o.EmailBody = oXml.selectSingleNode("template/body").text;
            o.EmailSubject = oXml.selectSingleNode("template/subject").text;

            crmForm.all.description.InsertValue( o.EmailBody  );
            if( !IsNull( o.EmailSubject ) && o.EmailSubject.length > 0 )
            {
                crmForm.all.subject.DataValue =
                    CrmEncodeDecode.CrmHtmlDecode(o.EmailSubject).substr(0, crmForm.all.subject.MaxLength);
            }
        }
    }
}

To set the default template, you need the templateid, you can get this by opening the template and hitting CTRL-N, or you can just operate in tab mode and see all the id’s and urls at all times. I prefer that view… The below code uses the templateid to set a default email template when a new email is created from a case, account, and contact. You could easily extend this for other templates and entities. Currently I am setting them all to the same template, which won’t work.

var CRM_FORM_TYPE_CREATE = 1;
if (crmForm.FormType==CRM_FORM_TYPE_CREATE)
{
    var otype = 0;
    var tmpid = '';
    switch (crmForm.all.regardingobjectid.DataValue[0].typename)
    {
        case 'incident': otype=112; tmpid='{F8E179BF-8E7C-DA11-BF9A-00142216345E}'; break;
        case 'account':  otype=1;   tmpid='{F8E179BF-8E7C-DA11-BF9A-00142216345E}'; break;
	case 'contact':  otype=2;   tmpid='{F8E179BF-8E7C-DA11-BF9A-00142216345E}'; break;
        default: return;
    }

    var oid = crmForm.all.regardingobjectid.DataValue[0].id;

    if (tmpid==undefined || tmpid==null) return;

    LoadTemplate(tmpid, oid, otype);
}

This could be extended using my business unit lookup or getting roles assigned to a user..

Let me know if you have any questions – or if you figure out a way to get the id of a template from the name of one…

Hide Fields or Tabs by Role with Javascript

Carlton Colter — Wed, 30 Sep 2009 13:13:32 +0000

Here are a set of methods to assist in hiding tabs or sections based on role, it is a modified version of Jimmy Wang’s version.

First, we need a set of functions to facilitate our our process. We need to get the roles of the current user, GetCurrentUserRoles. Then we need to see if the user has the role, UserHasRole. Finally we can hide the fields (HideFieldByRole) or tabs (HideTabByRole).

GetCurrentUserRoles
The first thing we need to do is get a list of roles according to the current user. There are a couple of different ways to do this. You could use the RemoteCommand to get the current user and then their roles, a blog post by Zahara Hirani on Hide Show Fields in CRM 4 based on security role outlines this. However, I do not want to make multiple request for the same information. I want to get the roles for the current user in one line. Below shows the GetCurrentUserRoles that implements a RetrieveMultiple query to get the names of the roles that a user has in one request.

function GetCurrentUserRoles()
{
  var xml = "" +
    "" +
    "" +
    GenerateAuthenticationHeader() +
    " " +
    " " +
    " " +
    " role" +
    " " +
    " " +
    " name" +
    " " +
    " " +
    " false" +
    " " +
    " " +
    " roleid" +
    " role" +
    " systemuserroles" +
    " roleid" +
    " Inner" +
    " " +
    " " +
    " systemuserid" +
    " systemuserroles" +
    " systemuser" +
    " systemuserid" +
    " Inner" +
    " " +
    " And" +
    " " +
    " " +
    " systemuserid" +
    " EqualUserId" +
    " " +
    " " +
    " " +
    " " +
    " " +
    " " +
    " " +
    " " +
    " " +
    " " +
    "" +
    "";  

  var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");  

  xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
  xmlHttpRequest.setRequestHeader("SOAPAction",
    " http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
  xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
  xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
  xmlHttpRequest.send(xml);  

  var resultXml = xmlHttpRequest.responseXML;
  return(resultXml);
}

The next method is a simple method for searching the XML result from GetCurrentUserRoles. By passing it the roles you are looking for and the roles the user has, it will determine if there is a match. The roles it is passed is separated by a pipe (|).

function UserHasRole(roleNames, rolesXML)
{
  // split roleNames on pipe
  var matchon = roleNames.split('|');

  if(rolesXML != null)
  {
    //select the node text
    var roles = rolesXML.selectNodes("//BusinessEntity/q1:name");
    if(roles != null)
    {
      for( i = 0; i < roles.length; i++)
      {
        for (j = 0; j < matchon.length; j++)
	{
	  // If there is a match, return true, found
	  if (roles[i].text == matchon[j]) return true;
        }
      }
    }
  }
  //otherwise return false
  return false;
}

Finally, we can now implement helper methods to allow the hiding of a tab or a field if a user DOES NOT have a specific role.

function HideTabByRole(role, roles, tabnumber)
// Tab number starts on 0
{
  var tab = document.getElementById('tab'+tabnumber+'Tab');
  var usrRole = UserHasRole(role, roles);
  if(!usrRole)
  {
    tab.style.display = "none";
  }
}

function HideFieldByRole(role, roles, field,cfield,dfield)
{
  var usrRole = UserHasRole(role, roles);
  if(!usrRole)
  {
    field.style.visibility = 'hidden';
    field.style.position = 'absolute';
    cfield.style.visibility = 'hidden';
    cfield.style.position = 'absolute';
    dfield.visibility = 'hidden';
    dfield.style.position = 'absolute';
  }
}

To implement this process, all you have to do is put every piece of code in this article inside your onload with the following customized for your situation.

var UserRoles = GetCurrentUserRoles();

HideTabByRole('Account Managers|SystemAdministrators', UserRoles, 3);

HideFieldByRole('Account Managers', UserRoles,
                crmForm.all.parentcustomerid,
                crmForm.all.parentcustomerid_c,
                crmForm.all.parentcustomerid_d);

If you have any questions of problems implementing this in your environment, please let me know, and I’ll do my best to help you get it working

MSCRM Blogger » forms

Set a default email template for new emails on cases.

Hide Fields or Tabs by Role with Javascript