Do you want a drop down box for the state, but you don’t want to break core CRM functionality?

In CRM 4.0 I had posted an article about changing the CRM Address State to a drop down box. I have went back and updated the code a little (fixed a bug) and it will work with CRM 2011.

Ok, this script uses the same methods I used in CRM 4 to show the states for the United States and Canada (You can always modify it to have more options). This will help restrict what people put in the state field by providing them a drop down box. It will also allow them to view the old text box and enter any custom information just by clicking on ‘* ENTER A CUSTOM PROVINCE *’.

This script will work on the onload for a lead, contact, account, and sales-contact.

This script does use the _d html objects, which, to my knowledge is considered unsupported in CRM 2011. CRM 2011 does expose these data elements and control elements using Xrm.Page and this script doesn’t use them, and I may come back and update this script, but since it works in CRM 4 and in CRM 2011, I figured I’d repost it.

StateDropDown.js Jscript Code:

function ddlState ()
{

    // Get the state or province cell.
    var provinceid = 'stateorprovince';
    var statecell = document.getElementById(provinceid + '_d');

    if (!statecell)
    {
        provinceid = 'address1_stateorprovince';
        statecell = document.getElementById(provinceid + '_d');
    }

    var stateobject = document.getElementById(provinceid);
    stateobject.style.display = 'none';

    var statevalue = stateobject.value;

    var ddl = document.createElement('select');
    ddl.setAttribute('id','new_stateorprovince');
    ddl.setAttribute('class','ms-crm-SelectBox');
    ddl.setAttribute('req','2');
    ddl.setAttribute('height','4');
    ddl.setAttribute('style','IME-MODE: auto');

    // Build some lists.
    var CStateName = new Array();
    var CStateAbbr = new Array();
    var USStateName = new Array();
    var USStateAbbr = new Array();

    // If nothing is entered for state, show SELECT A STATE
    var found=false;
    if (statevalue.length<1)
    {
        stateoption=document.createElement('option');
        stateoption.setAttribute('value','');
        stateoption.innerHTML = ' ** SELECT A STATE ** ';
        ddl.appendChild(stateoption);
        found=true;
    }

    // Build Canada Array
    CStateName[0]  = "Alberta";                   CStateAbbr[0]  = "AB";
    CStateName[1]  = "British Columbia";          CStateAbbr[1]  = "BC";
    CStateName[2]  = "Manitoba";                  CStateAbbr[2]  = "MB";
    CStateName[3]  = "New Brunswick";             CStateAbbr[3]  = "NB";
    CStateName[4]  = "Newfoundland and Labrador"; CStateAbbr[4]  = "NL";
    CStateName[5]  = "Northwest Territories";     CStateAbbr[5]  = "NT";
    CStateName[6]  = "Nova Scotia";               CStateAbbr[6]  = "NS";
    CStateName[7]  = "Nunavut";                   CStateAbbr[7]  = "NU";
    CStateName[8]  = "Ontario";                   CStateAbbr[8]  = "ON";
    CStateName[9]  = "Prince Edward Island";      CStateAbbr[9]  = "PE";
    CStateName[10] = "Quebec";                    CStateAbbr[10] = "QC";
    CStateName[11] = "Saskatchewan";              CStateAbbr[11] = "SK";
    CStateName[12] = "Yukon";                     CStateAbbr[12] = "YT";

    // Build US Array
    USStateName[0]  = "Alabama";        USStateAbbr[0]  = "AL";
    USStateName[1]  = "Alaska";         USStateAbbr[1]  = "AK";
    USStateName[2]  = "Arizona";        USStateAbbr[2]  = "AZ";
    USStateName[3]  = "Arkansas";       USStateAbbr[3]  = "AR";
    USStateName[4]  = "California";     USStateAbbr[4]  = "CA";
    USStateName[5]  = "Colorado";       USStateAbbr[5]  = "CO";
    USStateName[6]  = "Connecticut";    USStateAbbr[6]  = "CT";
    USStateName[7]  = "District of Columbia"; USStateAbbr[7]  = "DC";
    USStateName[8]  = "Delaware";       USStateAbbr[8]  = "DE";
    USStateName[9]  = "Florida";        USStateAbbr[9]  = "FL";
    USStateName[10]  = "Georgia";       USStateAbbr[10]  = "GA";
    USStateName[11] = "Hawaii";         USStateAbbr[11] = "HI";
    USStateName[12] = "Idaho";          USStateAbbr[12] = "ID";
    USStateName[13] = "Illinois";       USStateAbbr[13] = "IL";
    USStateName[14] = "Indiana";        USStateAbbr[14] = "IN";
    USStateName[15] = "Iowa";           USStateAbbr[15] = "IA";
    USStateName[16] = "Kansas";         USStateAbbr[16] = "KS";
    USStateName[17] = "Kentucky";       USStateAbbr[17] = "KY";
    USStateName[18] = "Louisiana";      USStateAbbr[18] = "LA";
    USStateName[19] = "Maine";          USStateAbbr[19] = "ME";
    USStateName[20] = "Maryland";       USStateAbbr[20] = "MD";
    USStateName[21] = "Massachusetts";  USStateAbbr[21] = "MA";
    USStateName[22] = "Michigan";       USStateAbbr[22] = "MI";
    USStateName[23] = "Minnesota";      USStateAbbr[23] = "MN";
    USStateName[24] = "Mississippi";    USStateAbbr[24] = "MS";
    USStateName[25] = "Missouri";       USStateAbbr[25] = "MO";
    USStateName[26] = "Montana";        USStateAbbr[26] = "MT";
    USStateName[27] = "Nebraska";       USStateAbbr[27] = "NE";
    USStateName[28] = "Nevada";         USStateAbbr[28] = "NV";
    USStateName[29] = "New Hampshire";  USStateAbbr[29] = "NH";
    USStateName[30] = "New Jersey";     USStateAbbr[30] = "NJ";
    USStateName[31] = "New Mexico";     USStateAbbr[31] = "NM";
    USStateName[32] = "New York";       USStateAbbr[32] = "NY";
    USStateName[33] = "North Carolina"; USStateAbbr[33] = "NC";
    USStateName[34] = "North Dakota";   USStateAbbr[34] = "ND";
    USStateName[35] = "Ohio";           USStateAbbr[35] = "OH";
    USStateName[36] = "Oklahoma";       USStateAbbr[36] = "OK";
    USStateName[37] = "Oregon";         USStateAbbr[37] = "OR";
    USStateName[38] = "Pennsylvania";   USStateAbbr[38] = "PA";
    USStateName[39] = "Rhode Island";   USStateAbbr[39] = "RI";
    USStateName[40] = "South Carolina"; USStateAbbr[40] = "SC";
    USStateName[41] = "South Dakota";   USStateAbbr[41] = "SD";
    USStateName[42] = "Tennessee";      USStateAbbr[42] = "TN";
    USStateName[43] = "Texas";          USStateAbbr[43] = "TX";
    USStateName[44] = "Utah";           USStateAbbr[44] = "UT";
    USStateName[45] = "Vermont";        USStateAbbr[45] = "VT";
    USStateName[46] = "Virginia";       USStateAbbr[46] = "VA";
    USStateName[47] = "Washington";     USStateAbbr[47] = "WA";
    USStateName[48] = "West Virginia";  USStateAbbr[48] = "WV";
    USStateName[49] = "Wisconsin";      USStateAbbr[49] = "WI";
    USStateName[50] = "Wyoming";        USStateAbbr[50] = "WY";

    // Build the drop down
    var stateoption;
    stateoption=document.createElement('option');
    stateoption.setAttribute('value','');
    stateoption.innerHTML = '---United States--------';
    ddl.appendChild(stateoption);

    var i=0;
    for(i=0;i<USStateName.length;i++)
    {
        stateoption=document.createElement('option');
        stateoption.setAttribute('value',USStateAbbr[i]);
        if (USStateAbbr[i]==statevalue)
        {
            stateoption.setAttribute('selected','selected');
            found = true;
        }
        stateoption.innerHTML = USStateAbbr[i] +
        ' (' + USStateName[i] + ')';
        ddl.appendChild(stateoption);
    }

    stateoption=document.createElement('option');
    stateoption.setAttribute('value','');
    stateoption.innerHTML = '---Canada---------------';
    ddl.appendChild(stateoption);

    var i=0;
    for(i=0;i<CStateName.length;i++)
    {
        stateoption=document.createElement('option');
        stateoption.setAttribute('value',CStateAbbr[i]);
        if (CStateAbbr[i]==statevalue)
        {
            stateoption.setAttribute('selected','selected');
            found = true;
        }
        stateoption.innerHTML = CStateAbbr[i] + ' (' + CStateName[i] + ')';
        ddl.appendChild(stateoption);
    }

    stateoption=document.createElement('option');
    stateoption.setAttribute('value','customselection');
    stateoption.innerHTML = ' ** ENTER A CUSTOM PROVINCE ** ';

    if (found==false)
    {
        stateoption=document.createElement('option');
        stateoption.setAttribute('value',statevalue);
        stateoption.setAttribute('selected','selected');
        stateoption.innerHTML = statevalue + ' (Custom)';
        ddl.appendChild(stateoption);
    }

    ddl.appendChild(stateoption);

    // Add the drop down and size accordingly.
    statecell.appendChild(ddl);
    ddl.onchange = textState;
    ddl.style.width = '100%';
}

function textState()
{
    // Find drop down and real textbox
    provinceid = 'stateorprovince';

    var stateobject = document.getElementById(provinceid);
    if (!stateobject)
    {
        provinceid = 'address1_stateorprovince';
        stateobject = document.getElementById(provinceid);
    }
    var ddl = document.getElementById('new_stateorprovince');

    // if dropdown value is customselection, show real textbox
    if (ddl.value=='customselection')
    {
        // Get the state or province cell.
        var statecell = document.getElementById(provinceid + '_d');
        statecell.removeChild(ddl);
        stateobject.style.display = 'inline';
    } else {
        // if dropdown is not customselection,
        // put value from ddl into real textbox.
        stateobject.value = ddl.value;
    }

}

Then in the form’s onload event, just add the method ddlState with no parameters.

setVisibility('section','new_mypicklist','section_main',42);

This hides the section_main section if the value is not 42, which simplifies the process of hiding and showing relevant information.

I also like to use checkboxes to handle the visibility of elements, but checkbox values dont’ change until they lose focus. To work around the issue, I register an onClick event during the form load instead of using the onChange event. This unsupported method allows me to modify the value onClick and change the visibility immediately. To use this I just need to call it in the onload:

registerToggle('section', 'new_checkbox', 'section_main');

If you wanted to hide it when new_checkbox was false (or no), then you would need to specify the value, 0.

registerToggle('section', 'new_checkbox', 'section_main',0);

JScript: visibility.js

This is the main javascript file… visibility.js that you would need to add and reference as a web resource in CRM 2011, everything except for the registerToggle uses supported methods.

function registerToggle(t, attr, c, v) {
    if (typeof (v) === "undefined" || v === null) {
        var v = 1;
    }
    var ctrl = Xrm.Page.ui.controls.get(attr);
    var a = ctrl.getAttribute();
    var el = document.getElementById(attr);

    // Build Toggle Function
    var f = "var ef=function() { " +
              "var a = Xrm.Page.data.entity.attributes.get(attr); " +
              "a.setValue(!a.getValue()); " +
              "setVisibility('" + t + "','" + attr + "','" + c + "'," + v + ");" +
              " };";

    eval(f);

    // Attach to click event
    el.attachEvent('onclick', ef, false);

    // Set visibility
    setVisibility(t, attr, c, v);
}

function setVisibility(t, attr, c, v) {
    switch (t.toLowerCase().charAt(0)) {
        //tab
        case 't': setTabVisibility(attr, c, v);
            break;
        //section
        case 's': setSectionVisibility(attr, c, v);
            break;
        //control
        case 'c': setControlVisibility(attr, c, v);
            break;
        //navigation
        case 'n': setNavigationVisibility(attr, c, v);
            break;
    }
}

function setNavigationVisibility(attributename, navitemname, value) {
    var attribute = Xrm.Page.data.entity.attributes.get(attributename);
    var navitem = Xrm.Page.ui.navigation.items.get(navitemname);
    if (navitem === null)
    {
        return;
    }
    navitem.setVisible(attribute.getValue() == value);
}

function setTabVisibility(attributename, tabname, value) {
    var attribute = Xrm.Page.data.entity.attributes.get(attributename);
    var tab = Xrm.Page.ui.tabs.get(tabname);
    if (tab === null)
    {
        return;
    }
    tab.setVisible(attribute.getValue() == value);
}

function setSectionVisibility(attributename, sectionname, value) {
    var attribute = Xrm.Page.data.entity.attributes.get(attributename);
    var tabs = Xrm.Page.ui.tabs.get();
    for(var i in tabs) {
        var tab = tabs[i];
        var section = tab.sections.get(sectionname);
        if (section !== null) {
            section.setVisible(attribute.getValue() == value);
            return;
        }
    }
}

function setControlVisibility(attributename, controlname, value) {
    var attribute = Xrm.Page.data.entity.attributes.get(attributename);
    var control = Xrm.Page.ui.controls.get(controlname);
    if (control === null)
    {
        return;
    }
    control.setVisible(attribute.getValue() == value);
}

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;
	}
});

CRM 2011 uses web-resources which can be a common JScript file.

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…

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 = "" +
	"<?xml version='1.0' encoding='utf-8'?>" +
	"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
	" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
	" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
	GenerateAuthenticationHeader() +
	"<soap:Body>" +
	"<Fetch xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
	"<fetchXml>" +
	" &lt;fetch mapping='logical' count='1'&gt;" +
	" &lt;entity name='businessunit'&gt;" +
	" &lt;attribute name='name' /&gt;" +
	" &lt;filter&gt;" +
	" &lt;condition attribute='businessunitid' operator='eq-businessid' /&gt;" +
	" &lt;/filter&gt;" +
	" &lt;/entity&gt;" +
	" &lt;/fetch&gt;" +
	"</fetchXml>" +
	"</Fetch>" +
	"</soap:Body>" +
	"</soap:Envelope>";

    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('&lt;', '< ');
    resultSet.replace('&gt;', '>');

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

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

	return result[0].text;
}

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 = "" +
    "<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
    "<soap:Envelope xmlns:soap=\"" +
    "http://schemas.xmlsoap.org/soap/envelope/" +
    "\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\"" +
    " xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
    GenerateAuthenticationHeader() +
    " <soap:Body>" +
    " <RetrieveMultiple xmlns=\"" +
    "http://schemas.microsoft.com/crm/2007/WebServices\">" +
    " <query xmlns:q1=\"" +
    "http://schemas.microsoft.com/crm/2006/Query" +
    "\" xsi:type=\"q1:QueryExpression\">" +
    " <q1:EntityName>role</q1:EntityName>" +
    " <q1:ColumnSet xsi:type=\"q1:ColumnSet\">" +
    " <q1:Attributes>" +
    " <q1:Attribute>name</q1:Attribute>" +
    " </q1:Attributes>" +
    " </q1:ColumnSet>" +
    " <q1:Distinct>false</q1:Distinct>" +
    " <q1:LinkEntities>" +
    " <q1:LinkEntity>" +
    " <q1:LinkFromAttributeName>roleid</q1:LinkFromAttributeName>" +
    " <q1:LinkFromEntityName>role</q1:LinkFromEntityName>" +
    " <q1:LinkToEntityName>systemuserroles</q1:LinkToEntityName>" +
    " <q1:LinkToAttributeName>roleid</q1:LinkToAttributeName>" +
    " <q1:JoinOperator>Inner</q1:JoinOperator>" +
    " <q1:LinkEntities>" +
    " <q1:LinkEntity>" +
    " <q1:LinkFromAttributeName>systemuserid</q1:LinkFromAttributeName>" +
    " <q1:LinkFromEntityName>systemuserroles</q1:LinkFromEntityName>" +
    " <q1:LinkToEntityName>systemuser</q1:LinkToEntityName>" +
    " <q1:LinkToAttributeName>systemuserid</q1:LinkToAttributeName>" +
    " <q1:JoinOperator>Inner</q1:JoinOperator>" +
    " <q1:LinkCriteria>" +
    " <q1:FilterOperator>And</q1:FilterOperator>" +
    " <q1:Conditions>" +
    " <q1:Condition>" +
    " <q1:AttributeName>systemuserid</q1:AttributeName>" +
    " <q1:Operator>EqualUserId</q1:Operator>" +
    " </q1:Condition>" +
    " </q1:Conditions>" +
    " </q1:LinkCriteria>" +
    " </q1:LinkEntity>" +
    " </q1:LinkEntities>" +
    " </q1:LinkEntity>" +
    " </q1:LinkEntities>" +
    " </query>" +
    " </RetrieveMultiple>" +
    " </soap:Body>" +
    "</soap:Envelope>" +
    "";  

  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

Check out the video of how it works

Granted, in my implementation I added a field for time deductions, but I have commented it out in the code. If you add a duration, just change the script to use that field. Also, please make sure to add the fields to the required parameters for the event. I would hate for someone’s code to stop working because a field was removed from the form.

This code is for the Start, End, and Deduct (if you have it) on change events:

// Get End and Start
var start = crmForm.all.actualstart.DataValue;
var end = crmForm.all.actualend.DataValue;
// Can't calculate without any data
if (start==undefined || start==null || end==undefined || end==null) {
	return;
}

// Get 1 day in milliseconds
var one_minute=1000*60;

// Get time in days...
var time = (end-start)/one_minute;

/*
// Get the deduction
var deduct = crmForm.all.it_timeentry_deduct.DataValue
if (deduct!=undefined && deduct!=null)
{
  time = time - deduct;
}
*/

// Can't be less than 0.
if (time<0) time=0;

// Set the duration
crmForm.all.actualdurationminutes.DataValue = time;

This code is for the onchange event of the Duration field:

var start = crmForm.all.actualstart.DataValue;
var duration = crmForm.all.actualdurationminutes.DataValue;
// Can't calculate without any data
if (start==undefined || start==null || duration==undefined || duration==null)
{
	return;
}

var end = start;
end.setMinutes(end.getMinutes()+duration);

/*
var deduct = crmForm.all.it_timeentry_deduct.DataValue
if (deduct!=undefined && deduct!=null)
{
  end.setMinutes(end.getMinutes()+deduct);
}
*/

crmForm.all.actualend.DataValue=end;

To preset the duration, start time and end time, I added the following script to the form’s onload event

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;

if (crmForm.FormType==CRM_FORM_TYPE_CREATE)
{
	var duration = 10;
	var start = new Date();
	crmForm.all.actualstart.DataValue = start;
	crmForm.all.actualdurationminutes.DataValue = duration;
	var start = crmForm.all.actualstart.DataValue;

	var end = start;
	end.setMinutes(end.getMinutes()+duration);

	crmForm.all.actualend.DataValue=end;
}

If you have any questions about this implementation or would like assistance implementing it somewhere, please post a comment and let us know.

Steps:

1. Create Form
2. Identify Radio button you want to control the toggle of another field.
3. Identify the field you want to hide.
4. Modify below javascript code after line 46 and place into Form Properties-> Onload Event

function registerEvent(id,eventname,eventfunction)
{
	// Register the *eventfunction* to the target *id* object for any event named *eventname*
	var obj = document.getElementById(id);
	if (obj==null) return;

	if (obj.addEventListener) {
		obj.addEventListener (eventname,eventfunction,false);
	} else if (obj.attachEvent) {
		obj.attachEvent (eventname,eventfunction);
	}
}

function ToggleElement(id, yesid)
{
	// get object and toggle between none and block display
	var obj = document.getElementById(id);
	if (obj==null) return;

	var yesobj = document.getElementById(yesid);
	if (yesobj==null) return;

	if (yesobj.checked) {
		obj.style.display='block';
	} else {
		obj.style.display='none';
	}
}

function AddRadioButtonSectionToggle(radioid,sectionid,no)
{
	var x = '2';
	if (no==true) x='1';
	// Register the click events for the toggles.
	registerEvent(radioid+'1','onclick',function() { ToggleElement(sectionid,radioid+x);});
	registerEvent(radioid+'2','onclick',function() { ToggleElement(sectionid,radioid+x);});

	// Toggle it now!
	ToggleElement(sectionid,radioid+x);
}

function ToggleSectionFormLoad()
{
	// Enable Radio Button Section Toggle

	// false=for yes
	AddRadioButtonSectionToggle('rad_it_aproposaccount','it_apropospatternafterid_c',false);
	AddRadioButtonSectionToggle('rad_it_aproposaccount','it_apropospatternafterid_d',false);

	AddRadioButtonSectionToggle('rad_it_existingphone','{0d269004-9f91-de11-890f-0050569b7606}',false);
	AddRadioButtonSectionToggle('rad_it_existingphone','it_phonemacaddressoripaddress_c',true);
	AddRadioButtonSectionToggle('rad_it_existingphone','it_phonemacaddressoripaddress_d',true);

	AddRadioButtonSectionToggle('rad_it_activedirectorymstnet','it_mstaccountpatternafterid_c',false);
	AddRadioButtonSectionToggle('rad_it_activedirectorymstnet','it_mstaccountpatternafterid_d',false);

	AddRadioButtonSectionToggle('rad_it_activedirectorymscrmcrmlocal','it_patternemaildistributionlistmemid_c',false);//false if radio button default to no
	AddRadioButtonSectionToggle('rad_it_activedirectorymscrmcrmlocal','it_patternemaildistributionlistmemid_d',false);

	AddRadioButtonSectionToggle('rad_it_projectaccess','it_projectaccesstype_c',false);
	AddRadioButtonSectionToggle('rad_it_projectaccess','it_projectaccesstype_d',false);
	AddRadioButtonSectionToggle('rad_it_projectaccess','{d0306d89-6d92-de11-890f-0050569b7606}',false);
	AddRadioButtonSectionToggle('rad_it_project_issupervisor_timesheetmanger','it_timesheetmanagerid_c',true);//true if radio button default to yes
	AddRadioButtonSectionToggle('rad_it_project_issupervisor_timesheetmanger','it_timesheetmanagerid_d',true);

	}

ToggleSectionFormLoad();