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Tag: Javascript

ClickDimensions Quick Send from any entity

Posted in ClickDimensions, and Dynamics 365

Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like dialog to send a single email from any entity, but dialogs are deprecated. Therefore I made a deep dive into how the Quick Send button works and will share my findings with you.

The button

I will only focus on the command, I think button labels and button icons should be no problem for customizers.

Rebuild the command and use your own javascript in yellow marked areas.

The javascript

The following is just to give you a starting point. You need to fill it with additional logic to refer it to a contact or lead.

function openQuickSendForm() 
{
   // [CUSTOMIZE
   var type = 2;
   var typeName = "contact";
   var id = "{332514B1-14F7-E711-A95F-000D3AB6ED20}";
   // CUSTOMIZE]

   var accountKey = getAccountKey();
   var region = getRegion();
   var crmVersion = getCrmVersion();
   var orglcid = parent.Xrm.Page.context.getOrgLcid();
   var orgName = Xrm.Page.context.getOrgUniqueName();
   var lcid = Xrm.Page.context.getUserLcid();
   var userId = Xrm.Page.context.getUserId();

   var params = 
      '&id=' + id + 
      '&orglcid=' + orglcid + 
      '&orgname=' + orgName + 
      '&type=' + type + 
      '&typename=' + typeName + 
      '&userlcid=' + lcid + 
      '&userid=' + userId;
   
   var url = 
      'https://app' + region + '.clickdimensions.com' +
	  '/MSCRM/v' + crmVersion + '/pages/quicksendemailtemplateForm.aspx' 
	  + '?accountKey=' + accountKey + params;
   
   _security.CreateSecuritySession(function (sessionId) 
   {
      url += '&sessionId=' + sessionId;
      window.open(
	     url, 
		 'quicksendWindow', 
		 'height=800px,width=730px,status=0,toolbar=0,resizable=1,scrollbars=1'
      );
   });
}

Filter freemail provider on ClickDimensions forms

Posted in ClickDimensions, Dynamics 365, and Revive

Currently I have the request to filter freemail provider on ClickDimensions forms, because the customer wants only B2B contacts in his database.

ClickDimensions already provides a setting to filter freemail provider and it would be great first step to met the requirement if the editor would save the setting correctly.

At the moment, everytime you reopen the editor the above setting is unchecked and it doesn’t work in the form.

Apart from that, only four freemail providers are offered to filter.
That’s why I took a look into the Javascripts of ClickDimensions and found and extended the original code for it.

The following code will override the original code to add an additional validation. You can add other or even more freemail providers to met your requirements. Just insert it in the CodeEditor of the forms designer.

// enable or disable the filter functionality
var filterFreemail = "true";

// customize the message provided to the user when a freemail address has been entered
var clickd_MSG_FREE_EMAIL = "We accept only business email addresses.";

// customize the array of blocked freemail providers to met your requirements
var blockedFreeEmail = ["hotmail.com", "gmail.com", "yahoo.com", "aol.com"];

// default ClickDimensions function, extended with our own validation
function FormValid()
{
    var isValid = true,
        isAllowed = true,
        reqFieldList = clickd_jquery("input[name='reqField']", "#clickdimensionsForm");

    for (var i = 0; i < reqFieldList.length; i++)
    {
        // default validation
        isValid = ValidField(clickd_jquery(reqFieldList[i]));
        if (!isValid)
        {
            break;
        }

        // custom validation
        isAllowed = AllowedField(clickd_jquery(reqFieldList[i]));
        if (!isAllowed)
        {
            isValid = false;
            break;
        }
    }
    return isValid;
}

// own validation, copied and modified from ClickDimensions original
function AllowedField(hidden)
{
    var fieldType = hidden.attr("alt");
    var fieldID = hidden.val();
    var fieldString = "";

    var field = clickd_jquery("#" + fieldID);
    if (clickd_jquery("#cont_id_" + fieldID).attr("wasskipped") == "1")
    {
        return true;
    }

    var infoId = "required_info_" + fieldID;
    infoId = infoId.replace("f_upload", "f");
    var info = clickd_jquery("#" + infoId);

    var infoText = clickd_jquery(info).text();
    if (infoText != "")
    {
        Un_SelectNotValidInput(info, field);
    }


    if (fieldType.toLowerCase() == "email")
    {
        fieldString = clickd_jquery(field).val();

        if (fieldString.length > 0)
        {
            fieldString = fieldString.replace(/\s+$/gm, '');
        }
    }
    
    if (fieldType.toLowerCase() == "email" && fieldString.length > 0)
    {
        var domain = fieldString.split("@")[1].toLowerCase();

        // set field invalid for freemail provider
        if (filterFreemail.toLowerCase() == "true")            
        {
            for (var i = 0; i < blockedFreeEmail.length; i++)
            {
                if (domain == blockedFreeEmail[i])
                {
                    SelectNotValidInput(info, field, clickd_MSG_FREE_EMAIL);
                    return false;
                }
            }
        }
    }
    return true;
}

Disable a section on profile form on Dynamics 365 portal dynamically

Posted in Dynamics 365, PowerApps Portals, and Revive

At the moment I’m setting up a community portal, where it is planned that the users can register themselves.

The portal users should also be able to enter their company name.
To do this, I use the field “adx_organizationname” provided by the portal because with an account lookup everyone could see our customers. The backoffice then checks whether this contact is related to an existing company or a new one. As soon as the contact is then connected to an account record, the organization name should no longer be changeable by the portal user.

What not worked

  • Javascript on CRM form.
  • Business Rule on CRM form (because it is Javascript).
  • Add the field twice to the form to have one editable and one readonly and hide the the not applicable with jQuery in the portal.
    The same fields two times on the profile form let the portal crash.
  • Make the field readonly on the CRM form and enable it in the portal with jQuery did not save the data back to CRM.

Solution

I have created a separate section for the company-related fields

and make it read only when parentcustomer is not empty.

This creates following tag in the HTML structure.

The result looks like this.

Oh wait, happy times, Dynamics portals has arrived my blog for the first time!

Get isActivity from Metadata

Posted in Dynamics 365, and Revive

This week I had to differentiate between normal entities and activities in Javascript. I had a look into the SDK and remembered my previous post “Get EntitySetName from Metadata“. A little modification and I get true or false from the ‘isActivity’ information in the metadata.

Here it is fo you: Get isActivity from Metadata

function isActivity(strEntityLogicalName)
{
    var req = new XMLHttpRequest();
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/" +
        "EntityDefinitions(LogicalName='" + strEntityLogicalName + "')?$select=IsActivity", false);
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.onreadystatechange = function ()
    {
        if (this.readyState === 4)
        {
            req.onreadystatechange = null;
            if (this.status === 200)
            {
                var result = JSON.parse(this.response);
                var isActivity = result.IsActivity;
            }
        }
    };
    req.send();
}

isActivity

CalculateRollupField with WebApi function in Javascript

Posted in Dynamics 365, and Revive

Microsoft added with Service Pack 1 a new function called “CalculateRollupField” in Dynamics CRM (v 8.1) which enables us to recalculate a rollup field on demand.
I will show you here how you can use it in Javascript with a http request against the WebApi.

The CalculateRollupField function inside the webrequest needs a few parameter to know which rollup field you want to to calulate:

  • The EntitySetName of the target record.
    I wrote here how you can get the EntitySetName from the Metadata with an webrequest too.
  • The GUID of the target record.
  • The schema name of the target field.

CalculateRollupField in Javascript:

function calcRollupField(strTargetEntitySetName, strTargetRecordId, strTargetFieldName)
{
    strTargetRecordId = strTargetRecordId.replace("{", "").replace("}", "");
    var req = new XMLHttpRequest();
    req.setRequestHeader("OData-Version", "4.0");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/" +
        "CalculateRollupField(Target=@p1,FieldName=@p2)?" +
        "@p1={'@odata.id':'" + strTargetEntitySetName + "(" + strTargetRecordId + ")'}&" +
        "@p2='" + strTargetFieldName + "'", true);

    req.onreadystatechange = function ()
    {
        if (this.readyState === 4)
        {            
            req.onreadystatechange = null;
            if (this.status === 200)
            {
                var results = JSON.parse(this.response);
            }
            else
            {
                Xrm.Utility.alertDialog(this.statusText);
            }
        }
    };    
    req.send(JSON.stringify({}));
}

The answer of the webservice for the CalculateRollupField function contains the value for the target field, the date of the last calculation and its state.