3|s Exploration & Knowledge

CRM 2013 Javascript Block Save

2015-01-13T15:28:00.003+08:00

Script:

function My_PreventSaveFunction(eContext, Message) {
alert(Message);
eContext.getEventArgs().preventDefault();
}

CRM 2013 Javascript Filter Custom Lookup View Field (PreFiltering Method)

2015-01-13T15:10:00.000+08:00

Issues:

Changes in category effect custom filtering, then the lookup display on form will corrupt but when u click on lookup more its ok.

Script:

var filter = '';

function FilterListingViewCategory(Value) {
filter = "<filter type='and'>" +
"<condition attribute='statecode' operator='eq' value='0' />" +
"<condition attribute='vwlzs_category' operator='in'>" +
"<value>" + RegistrationId + "</value>" +
"</condition>" +
"</filter>";

preFilterLookupCategory(filter);
}

function preFilterLookupCategory(filter) {

Xrm.Page.getControl("vwlzs_aidcategorylk").addPreSearch(function () {
addLookupFilterCategory(filter);
});
}

function addLookupFilterCategory(filter) {

Xrm.Page.getControl("vwlzs_aidcategorylk").addCustomFilter(filter);
}

CRM 2013 Javascript Filter Custom Lookup View Field (FetchXML)

2015-01-13T15:03:00.001+08:00

Issues:

This part doesn't work when user click on lookup for more because i'm unable to set the default view fo the lookup. The user need to select the custom view by their own.

Script:

function FilterListingViewAidCategory(Value) {

var RegistrationId = Xrm.Page.getAttribute("vwlzs_asnafcategory").getValue();
if (RegistrationId == null && Value != null) {
RegistrationId == Value;
}
var entityNumber = GetObjectTypeCode("vwlzs_aidsapplication");

var FetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
"<entity name='vwlzs_category'>" +
"<attribute name='vwlzs_categoryid' />" +
"<attribute name='vwlzs_name' />" +
"<attribute name='createdon' />" +
"<order attribute='vwlzs_name' descending='false' />" +
"<filter type='and'>" +
"<condition attribute='statecode' operator='eq' value='0' />" +
"<condition attribute='vwlzs_categoryasnaf' operator='in'>" +
"<value>" + RegistrationId + "</value>" +
"</condition>" +
"</filter>" +
"</entity>" +
"</fetch>";

var layoutXml = "<grid name='resultset' object='10038' jump='vwlzs_name' select='1' preview='1' icon='1'>" +
"<row name='result' id='vwlzs_categoryid'>" +
"<cell name='vwlzs_name' width='300' />" +
"<cell name='createdon' width='150' />" +
"</row>" +
"</grid>";

var viewId = guid();
var viewDisplayName = "Filtered Based On Category";

Xrm.Page.getControl("vwlzs_aidcategorylk").addCustomView(viewId, "vwlzs_category", viewDisplayName, FetchXML, layoutXml, true);
}

CRM 2013 Javascript Check CRM User Role in System

2015-01-13T14:59:00.000+08:00

Script:

function CheckorNotInterBranch() {
var EntityId = Xrm.Page.ui.getFormType();
if (EntityId == 1) {
//Security.UserInRole.checkUserInRole(["HQ Staff", "System Customizer", "Custom Role Name"], function () {
Security.UserInRole.checkUserInRole(["HQ Staff"], function () {
//alert("valid"); // The user is in one of the specifed roles.
Xrm.Page.getAttribute("vwlzs_interbranch").setValue(true);
},
function () {
//alert("invalid"); // The user is not in one of the specifed roles.
Xrm.Page.getAttribute("vwlzs_interbranch").setValue(false);
});
}
//check new form
// Check user role when user role = HQ Staff then inter branch = yes
//var UserRoles = Xrm.Page.context.getUserRoles();
// Check User role when user role = branch staff then inter branch = no
}

//If the Security namespace object is not defined, create it.
if (typeof (Security) == "undefined")
{ Security = {}; }
// Create Namespace container for functions in this library;
if (typeof (Security.UserInRole) == "undefined") {
Security.UserInRole = {
isInRole: null,
roleIdValues: [],
validFunction: null,
invalidFunction: null,
checkRoles: [],
checkUserInRole: function (roles, validFunc, invalidFunc) {
validFunction = validFunc;
invalidFunction = invalidFunc;
checkRoles = roles;
Security.UserInRole.getAllowedSecurityRoleIds();
},
getAllowedSecurityRoleIds: function () {
var filter = "";
for (var i = 0; i < checkRoles.length; i++) {
if (filter == "") {
filter = "Name eq '" + checkRoles[i] + "'";
}
else {
filter += " or Name eq '" + checkRoles[i] + "'";
}
}
Security.UserInRole.querySecurityRoles("?$select=RoleId,Name&$filter=" + filter);
},
validateSecurityRoles: function () {
switch (Security.UserInRole.isInRole) {
//If the user has already been discovered in role then call validFunc
case true:
validFunction.apply(this, []);
break;
default:
var userRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < userRoles.length; i++) {
var userRole = userRoles[i];
for (var n = 0; n < Security.UserInRole.roleIdValues.length; n++) {
var role = Security.UserInRole.roleIdValues[n];
if (userRole.toLowerCase() == role.toLowerCase()) {
Security.UserInRole.isInRole = true;
// Call function when role match found
validFunction.apply(this, []);
return true;
}
}
}
// Call function when no match found
invalidFunction.apply(this, []);
break;
}
},
querySecurityRoles: function (queryString) {
var req = new XMLHttpRequest();
var url = "";
// Try getClientUrl first (available post Rollup 12)
if (Xrm.Page.context.getClientUrl) {
url = Xrm.Page.context.getClientUrl();
}
else {
url = Xrm.Page.context.getServerUrl();
}
req.open("GET", url + "/XRMServices/2011/OrganizationData.svc/RoleSet" + queryString, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
req.onreadystatechange = null; //Addresses memory leak issue with IE.
if (this.status == 200) {
var returned = window.JSON.parse(this.responseText).d;
for (var i = 0; i < returned.results.length; i++) {
Security.UserInRole.roleIdValues.push(returned.results[i].RoleId);
}
if (returned.__next != null) {
//In case more than 50 results are returned.
// This will occur if an organization has more than 16 business units
var queryOptions = returned.__next.substring((url + "/XRMServices/2011/OrganizationData.svc/RoleSet").length);
Security.UserInRole.querySecurityRoles(queryOptions);
}
else {
//Now that the roles have been retrieved, try again.
Security.UserInRole.validateSecurityRoles();
}
}
else {
var errorText;
if (this.status == 12029)
{ errorText = "The attempt to connect to the server failed."; }
if (this.status == 12007)
{ errorText = "The server name could not be resolved."; }
try {
errorText = window.JSON.parse(this.responseText).error.message.value;
}
catch (e)
{ errorText = this.responseText }
}
}
};
req.send();
},
__namespace: true
};
}

CRM 2013 Javascript Disable form.

2015-01-13T14:53:00.000+08:00

Script:

disableFormFields = function (onOff) {
Xrm.Page.ui.controls.forEach(function (control, index) {
if (doesControlHaveAttribute(control)) {
control.setDisabled(onOff);
}
});
} //Function to disable all the field in the form// true/false

doesControlHaveAttribute = function (control) {
var controlType = control.getControlType();
return controlType != "iframe" && controlType != "webresource" && controlType != "subgrid";
} //Sub disableFormFields// Check the form have control like iframe, webresource or subgrid

function onload() {
disableFormFields(true);
}

CRM 2013 Javascript Calculate Age Based On Date of Birth

2015-01-13T14:50:00.004+08:00

Script:

function CalculateAge() {

var DOB = Xrm.Page.getAttribute("vwlzs_dateofbirth").getValue();
var todadate = new Date();

if (DOB < todadate) {

if (DOB != null) {

var d = new Date();
var n = d.getFullYear();
var TotalAge = n - DOB.getFullYear();
Xrm.Page.getAttribute("vwlzs_age").setValue(parseInt(TotalAge));
}
else {
Xrm.Page.getAttribute("vwlzs_age").setValue(null);
}
}
else {
alert("No future date allow!");
}
}

CRM 2013 Javascript Populate Date of Birth and Age from NRIC/MyKad

2015-01-13T14:47:00.000+08:00

Script:

function PopulateDateofBirthAndAge(NRICValue) {
var var1 = value.substring(0, 2);
var var2 = value.substring(2, 4);
var var3 = value.substring(4, 6);

var d = new Date();
d.setDate(var3);
d.setMonth(var2);
d.setYear(var1);

NRIC_TextInput(value, var1, var2, var3);
}

function NRIC_TextInput(id, yearid, monthid, dayid) {
var value = id;

if (value && value.length == 12) {
var isValid = true;
var n = value.split("");
var Year = parseFloat("20" + n[0] + n[1]);
var Month = parseFloat(n[2] + n[3]);
var Day = parseFloat(n[4] + n[5]);
var Now = new Date();
var Age = 0;

var sMonth = "";
if (Month < 1 || Month > 12) isValid = false;
if (isValid) {
if (Year > Now.getFullYear()) {
Year = Year - 100;
//Age check on month and date reach ?
Age = Now.getFullYear() - Year;
}
else {
//Age check on month and date reach ?
Age = Now.getFullYear() - Year;
}
switch (Month) {
case 1:
sMonth = "January";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 2:
sMonth = "February";
if (Year % 4 == 0) {
if (Day > 29 || Day <= 0) isValid = false;
} else {
if (Day > 28 || Day <= 0) isValid = false;
}
break;
case 3:
sMonth = "March";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 4:
sMonth = "April";
if (Day > 30 || Day <= 0) isValid = false;
break;
case 5:
sMonth = "May";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 6:
sMonth = "June";
if (Day > 30 || Day <= 0) isValid = false;
break;
case 7:
sMonth = "July";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 8:
sMonth = "August";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 9:
sMonth = "September";
if (Day > 30 || Day <= 0) isValid = false;
break;
case 10:
sMonth = "October";
if (Day > 31 || Day <= 0) isValid = false;
break;
case 11:
sMonth = "November";
if (Day > 30 || Day <= 0) isValid = false;
break;
case 12:
sMonth = "December";
if (Day > 31 || Day <= 0) isValid = false;
break;
default:
isValid = false;
break;
}
}

if (isValid) {
Xrm.Page.getAttribute("vwlzs_age").setValue(Age);
var DOB = new Date(Year, monthid - 1, dayid, 0, 0, 0);
Xrm.Page.getAttribute("vwlzs_dateofbirth").setValue(DOB);
} else {
alert("Invalid NRIC Number.");
}

}
else {
alert("Invalid NRIC Number.");
}
}

CRM 2013 Javascript Define Gender Through NRIC/MyKad

2015-01-13T14:44:00.004+08:00

Script:

function DefineMaleFemale() {
var NRIC = Xrm.Page.getAttribute("vwlzs_identificationnum").getValue();

if (NRIC != null) {
var last = NRIC.charAt(NRIC.length - 1);

if (isEven(last) == true) {
Xrm.Page.getAttribute("vwlzs_gender").setValue(true); //Female
}
else {
Xrm.Page.getAttribute("vwlzs_gender").setValue(false); //Male
}
}
}

function isEven(value) {
if (value % 2 == 0)
return true;
else
return false;
}

CRM 2013 Javascript Refresh form

2015-01-13T14:38:00.002+08:00

Script:

function TriggerSubmit() {
Xrm.Page.data.save().then(successCallback, errorCallback);
}

function successCallback() {
Xrm.Page.data.setFormDirty(false);
var Id = Xrm.Page.data.entity.getId();
Xrm.Utility.openEntityForm("vwlzs_register", Id);
}

function errorCallback(attr1, attr2) {

}

CRM 2013 Javacript Validate Integer

2015-01-13T14:35:00.001+08:00

Script:

function CheckInteger(Field) {
var Result = Xrm.Page.getAttribute(Field).getValue();

if (isInt(Result)) {
Xrm.Page.getAttribute(Field).setValue(Result);
}
else {
alert("Input is not numeric")
Xrm.Page.getAttribute(Field).setValue(null);
}
}

function isInt(value) {
return !isNaN(value) && parseInt(Number(value)) == value && !isNaN(parseInt(value, 10));

}

CRM 2013 Javascript Validate Symbol

2015-01-13T14:33:00.000+08:00

Script:

function validateSymbol(Field) {
var TCode = Xrm.Page.getAttribute(Field).getValue();

if (/[^a-zA-Z0-9\-\/]/.test(TCode)) {
alert("Input is not alphanumeric");
Xrm.Page.getAttribute(Field).setValue(null);
}
}

CRM 2013 Remove all the subgrid add button

2015-01-13T14:29:00.001+08:00

Call it during On load (with certain condition) then all the sub grid add button in the form will be hidden.

Script:

var intervalId;

function makeReadOnly() {
try {
var subgridsLoaded = false;

Xrm.Page.ui.controls.get().forEach(function (control, index) {
if (control.setDisabled && Xrm.Page.ui.getFormType() != 3) {
control.setDisabled(true);
}
else {
// removeAddButtonFromSubGrid(control);
// subgridsLoaded = true;
}
});

if ($("div[id$='_crmGridTD']").length > 0 && !subgridsLoaded) {
intervalId = setInterval(function () {
var subgridsArr = Xrm.Page.getControl(function (control, index) {
return control.getControlType() == 'subgrid';
});
subgridsArr.forEach(function (control, index) {
removeButtonsFromSubGrid(control);
});
}, 500);
}
}

catch (e) {
alert("makeReadOnly() Error: " + e.message);
}
}

function removeButtonsFromSubGrid(subgridControl) {
if (intervalId) {
$('#' + subgridControl.getName() + '_addImageButton').css('display', 'none');
$('#' + subgridControl.getName() + '_openAssociatedGridViewImageButton').css('display', 'none');
clearInterval(intervalId);
}
}

How to remove TFS lock of other user

2015-01-13T14:20:00.004+08:00

Problem:

Window corrupt and need to be format and install with new window with different PC name. After format notice that in Team Foundation Server (TFS) certain file is lock from editing by old PC name.

Solution:

From within Visual Studio 2012(and 2013):

File -> Source Control -> Advanced -> Workspaces...

In the dialog that came up, I checked "Show remote workspaces" and the locked workspace came up in the window. I then selected it and clicked "Remove".

The locked file is release.

Populate Regarding Field In CRM 2013 Using Plugin

2014-03-21T15:18:00.003+08:00

Populate regarding work with creating records.

Here are my code (Im Creating new task with populated Regarding Field):

Entity newTask = new Entity("task");
newTask["subject"] = "Document" + DateTime.Now.ToShortDateString();
newTask["description"] = "Description";
newTask["regardingobjectid"] = new Microsoft.Xrm.Sdk.EntityReference("account", account.Id);
service.Create(newTask);

Result:

New Task will be created with subject field, description field and regarding field with value.

CRM Email Template Add Links With Related Field

2014-03-21T15:11:00.004+08:00

<a href="www.google.com/?CompanyNumber={!Contact:Company Number;}">Click Here</a>

Note* Dont copy and paste the links. Manually type in the links.

Result will appear as below:

Click Here <- Sample Cannt Be Click

CRM Solution Lifecycle Management

2014-03-21T15:07:00.004+08:00

CRM Solution Lifecycle Management

http://www.microsoft.com/en-us/download/details.aspx?id=39044

Different between managed and unmanaged solutions

2014-03-21T15:07:00.001+08:00

Un-managed Solutions
- No restriction on what elements of the solution can be customised.
- Difficult to remove components. Entities, fields, web resources etc. have to be manually removed. - - Even if a newer solution version contains an element that has been deleted it will still exist.
- The solution just acts as a container for the components. If you delete the solution the components still exist in the default solution.
- Not possible to lockdown components to prevent accidental or un-intentional changes. (Only for those with customisation rights)

Managed Solutions

- Can set elements of the solution such as create views, change field properties, add fields etc.
- Solution cannot be exported.
- Any changes including field removal will happen automatically when changes in new version.
- Can be preventing from damaging your solution.
- Risk of data loss if you remove the solution as all customisations will be removed

Maintain and Overwrite Customization during Importing

2014-03-21T15:06:00.002+08:00

Maintain customizations (recommended): Selecting this option will maintain any unmanaged customizations performed on components but also implies that some of the updates included in this solution will not take effect.
Overwrite Customizations: Selecting this option overwrites any unmanaged customizations previously performed on components included in this solution. All updates included in this solution will take effect.

CRM 2011 Importing Data Limit/ Maximum Importing Data

2013-12-18T12:00:00.006+08:00

Data Import Wizard Will not upload files past 32mb

Let say if your file is around 200mb in size. The web.config file has the maximum file size in it, so you can edit it to allow for bigger sizes or break the file up into smaller chunks.

Recommended
I prefer to temporarily raise the limits. Note. the data you are importing will takes times.

Default file Location
C:\Program Files\Microsoft Dynamics CRM Data Migration Manager\DMClient\res\web

file web.config

Default data in the file

<?xml version="1.0" encoding="utf-8" ?>
<configuration>
<system.web>
<httpRuntime executionTimeout="1200" maxRequestLength="32768"/>
<compilation defaultLanguage="C#" debug="false">
<assemblies>
<add assembly="Microsoft.Crm, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
<add assembly="Microsoft.Crm.Sdk, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
<add assembly="Microsoft.Crm.SdkTypeProxy, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
<add assembly="Microsoft.Crm.Platform.Sdk, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>
</assemblies>
</compilation>
<authentication mode="Windows" />
<identity impersonate="true" />

</system.web>
</configuration>

I choose to modify maxRequestLength="32768" to be maxRequestLength="300000"

CRM 2011 Microsoft CRM Email Router Service Not Running

2013-11-22T15:17:00.001+08:00

Step 1 - Run Services.msc
Step 2 - Locate Microsoft CRM Email Router
Step 3 - Start the services

Pro Rate Calculation (Rental And Service Cost)

2013-08-30T12:16:00.002+08:00

Problem : How does pro rate work for rental.
*Note : Its different from all company.
There are 6 Condition will hit when u do pro rate calculation

1. Rental Start <= Charge Start, Rental Start < Rental End < Charge End.
2. Rental End> Rental Start < Charge End., Rental End >= Charge End.
3. Rental Start <= Charge Start, Rental End >= Charge End.
4. Rental Start > Charge Start, Rental End < Charge End.
5. Rental Start < Charge Start, Rental End = Charge End.
6. Rental Start = Rental End.

Int32 DropdownMonth = 8;
Int32 DropdownYear = 2013;
int32 DaysActualPerMonth = 0;
int32 DaysPerMonth = 0;

// Eg. August bill September Rental
Int32 DaysInMonth = DateTime.DaysInMonth(DropdownYear, DropdownMonth + 1);
DateTime FirstDayOfTheMonth = GetFirstDayOfMonth(DropdownYear, DropdownMonth + 1);
DateTime LastDayOfTheMonth = GetLastDayOfMonth(DropdownYear, DropdownMonth + 1);

DateTime RentalCommenceDate = RentalCostCommenceDate; //Get Rental Commence Date
DateTime RentalDueDate = RentalCostDueDate; // Get Rental Due Date

//ParameterSetDateTime; Equal to previous generation date. May bill invoice date = Invoice date (June Date)
if (RentalCommenceDate <= FirstDayOfTheMonth && RentalDueDate > RentalCommenceDate && RentalDueDate < LastDayOfTheMonth)
{
//Return Partial Rental Amount (A)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = GetDaysBetweenDates(FirstDayOfTheMonth, RentalDueDate) + 1;
}
else if (RentalCommenceDate > FirstDayOfTheMonth && RentalCommenceDate < LastDayOfTheMonth && RentalDueDate >= LastDayOfTheMonth)
{
//Return Partial Rental Amount (B)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = GetDaysBetweenDates(RentalCommenceDate, LastDayOfTheMonth) + 1;
}
else if (RentalCommenceDate <= FirstDayOfTheMonth && RentalDueDate >= LastDayOfTheMonth)
{
//Return Full Rental Amount (C)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = DaysInMonth;
}
else if (RentalCommenceDate > FirstDayOfTheMonth && RentalDueDate > RentalCommenceDate && RentalDueDate < LastDayOfTheMonth)
{
//Return Partial Rental Amount (D)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = GetDaysBetweenDates(RentalCommenceDate, RentalDueDate) + 1;
}
else if (RentalCommenceDate < FirstDayOfTheMonth && RentalDueDate > RentalCommenceDate && RentalDueDate == LastDayOfTheMonth)
{
//Return Partial Rental Amount (E)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = 1;
}
else if (RentalCommenceDate == RentalDueDate)
{
//Return Partial Rental Amount = One Day Rental (F)
DaysActualPerMonth = DaysInMonth;
DaysPerMonth = 1;
}
else
{
//Nothing
}

C# Set DateTime Variables Time to Default Time (12:00:00:00)

2013-08-30T11:54:00.004+08:00

To Standardize the Time for all DateTime Value.

String NewRentalCommenceDate = RentalCommenceDate.ToShortDateString();
RentalCommenceDate = Convert.ToDateTime(NewRentalCommenceDate);
String NewRentalDueDate = RentalDueDate.ToShortDateString();
RentalDueDate = Convert.ToDateTime(NewRentalDueDate);

C# Get 1 Day of The Month And Last Day of The Month

2013-08-30T11:46:00.005+08:00

Problem : Getting first and last day of the month.

Solution :

// Get Last Day Of The Month
public static DateTime GetLastDayOfMonth(int year, int month)
{
return new DateTime(year, month, DateTime.DaysInMonth(year, month));
}

// Get 1 Day Of The Month
public static DateTime GetFirstDayOfMonth(int year, int month)
{
return new DateTime(year, month, 1);
}

C# Get Duration of Days Between 2 Dates

2013-08-30T11:45:00.000+08:00

Problem : How to get duration of days between two dates.

Solution :

// Get Date Between Two Dates
private int GetDaysBetweenDates(DateTime firstDate, DateTime secondDate)
{
return secondDate.Subtract(firstDate).Days;
}

C# Get Week Number In Year

2013-08-30T11:43:00.001+08:00

Problem : How do I get number of week per year.

Solution :

// Get Num Of Week Per Year
public static int Iso8601WeekNumber(DateTime dt)
{
System.Globalization.CultureInfo ci = System.Threading.Thread.CurrentThread.CurrentCulture;
int weekNumOnMonth = ci.Calendar.GetWeekOfYear(dt, ci.DateTimeFormat.CalendarWeekRule, ci.DateTimeFormat.FirstDayOfWeek);
return weekNumOnMonth;
}

Reference:
using System.Globalization;