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Lookup a lookup on another entity using JScript

Carlton Colter — Thu, 15 Oct 2009 20:37:32 +0000

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).

ID: The unique id value of the entity’s object
ENTITY: The name of the entity to lookup
IDFIELD: The entity’s primary id field name, like accountid, incidentid, etc.
LOOKUPFIELD: The name of the field you want to lookup, like customerid
RETURNTYPE: The name of the entity’s return type, like contact or account. If there are multiple possible, then specify “multiple” and it will pass back the type instead of type name. If you specify “value” it will return just the value.

function getEntityLookup(id, entity, idfield, lookupfield, returntype) {
    var xml = "" +
	"< ?xml version='1.0' encoding='utf-8'?>" +
	"" +
	GenerateAuthenticationHeader() +
	"" +
	"" +
	"" +
	" <fetch mapping='logical' count='1'>" +
	" <entity name='" + entity + "'>" +
	" <attribute name='" + lookupfield + "' />" +
	" <filter>" +
	" <condition attribute='" + idfield + "' operator='eq' value='" + id + "' />" +
	" </filter>" +
	" </entity>" +
	" </fetch>" +
	"" +
	"" +
	"" +
	"";

    var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
    xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
    xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Fetch");
    xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
    xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
    xmlHttpRequest.send(xml);

    var resultXml = xmlHttpRequest.responseXML;
    var resultSet = resultXml.text;
    resultSet.replace('<', '< ');
    resultSet.replace('>', '>');

    var oXmlDoc = new ActiveXObject("Microsoft.XMLDOM");
    oXmlDoc.async = false;
    oXmlDoc.loadXML(resultSet);

    var result = oXmlDoc.getElementsByTagName(lookupfield);
    if (returntype == 'value') return result[0].text;

    var lookupItem = new Object();
    for (var i = 0; i < result[0].attributes.length; i++) {
        var att = result[0].attributes[i];
        if (returntype == 'multiple' && att.name == "type") lookupItem.type = att.value;
        if (att.name == "name") lookupItem.name = att.value;
    }
    if (returntype != 'multiple') lookupItem.typename = returntype;

    lookupItem.id = result[0].text;

    return lookupItem;
}

CRM Common Javascript File

Carlton Colter — Tue, 13 Oct 2009 21:10:46 +0000

I use a lot of the same function on multiple pages, and I think a lot of you do to. You can create a common javascript file and load it during an onload event, extending the functionality of your CRM. This is particularly useful because it reduces the amount of changes you have to make when you want to change how something works.

Code reuse is important, and I believe in creating libraries and using libraries. Javascript files are libraries, and they are cached. So if you update a Javascript file you are loading this way, make sure your users clear their cache.

function loadjs(filename, onload){
  var scriptfile=document.createElement('script');
  scriptfile.setAttribute("type","text/javascript");
  scriptfile.setAttribute("src", filename);
  scriptfile.onreadystatechange=onload;
  document.getElementsByTagName("head")[0].appendChild(scriptfile);
}

loadjs("/MoreJavascript/tools.js", function(){
	if (this.readyState == 'loaded' || this.readyState == 'complete') {
		FunctionInJavascriptFile();
		this.onreadystatechanged=null;
	}
});

Changing PickList Values on Yes/No Form Field Change

Carlton Colter — Sun, 04 Oct 2009 02:32:02 +0000

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.

This technet page shows some of the functions on different form fields.

Here is an example of how to change the picklist based on a yes/no field:

function CreatePicklistValue(Name,Value)
{
	var retval = new Array();
	retval[0]  = Name;
	retval[1]  = Value;
	return retval;
}

function BuildPickList(picklist, valuelist)
{
	var options = picklist.Options;
	for(var i=0; i
You just need to change the values of lista and listb, and the crmForm.all.YesNo and crmForm.all.Picklist.

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…

Remove special characters on value change.

Carlton Colter — Thu, 01 Oct 2009 15:02:21 +0000

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,'');
}

Get Current User’s Business Unit for Hiding Fields

Carlton Colter — Wed, 30 Sep 2009 14:34:15 +0000

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.

The syntax is UserHasBusinessUnit(['BU1','BU2','BU3']);

function UserHasBusinessUnit(businessUnits)
{
  var mybu = GetMyBusinessUnit();

  for (j = 0; j < businessUnits.length; j++)
  {
	// If there is a match, return true, found
	if (mybu == businessUnits[j]) return true;
  }  

  //otherwise return false
  return false;
}
function GetMyBusinessUnit() {
    var xml = "" +
	"" +
	"" +
	GenerateAuthenticationHeader() +
	"" +
	"" +
	"" +
	" <fetch mapping='logical' count='1'>" +
	" <entity name='businessunit'>" +
	" <attribute name='name' />" +
	" <filter>" +
	" <condition attribute='businessunitid' operator='eq-businessid' />" +
	" </filter>" +
	" </entity>" +
	" </fetch>" +
	"" +
	"" +
	"" +
	"";

    var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
    xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
    xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Fetch");
    xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
    xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
    xmlHttpRequest.send(xml);

    var resultXml = xmlHttpRequest.responseXML;

	var resultSet = resultXml.text;
    resultSet.replace('<', '< ');
    resultSet.replace('>', '>');

    var oXmlDoc = new ActiveXObject("Microsoft.XMLDOM");
    oXmlDoc.async = false;
    oXmlDoc.loadXML(resultSet);

	var result = oXmlDoc.getElementsByTagName('name');  

	return result[0].text;
}

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