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;
	}
});

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();