Setting a default value on a lookup field in Microsoft Dynamics CRM 2011 May 23, 2011
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, CRM 2011, CRM 2011 Video, CRM 5, CRM 5.0, crm tips, default look up microsoft crm 2011, Dynamics Four, Dynamics4, filtered lookups, jscript, look up field 2011, lookup filters, Microsoft, microsoft crm, Microsoft CRM 4.0
7 comments
In previous a post i posted how to default a value on a lookup field in 4.0. Here is the solution for CRM 2011
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{27457CD-3C7C-E011-8E52-1CC1DE7983EB%257d}’;
lookupItem.typename = ‘pricelevel’;
lookupItem.name = ‘test’;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“pricelevelid”).setValue(lookupData);
}
In my example i am getting the pricelist “test” and defaulting it in the pricelist field on the Opportunity entity. Below is the template you can use to utilize the code for a different look up and values.
function priceList()
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = ‘{Fields Guid}’;
lookupItem.typename = ‘Entity Name’;
lookupItem.name = Lookup Value;
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
Xrm.Page.getAttribute(“FieldName”).setValue(lookupData);
}
Enjoy!!
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Microsoft Dynamics CRM 2011 Show Originating Lead Notes After Converting May 1, 2011
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: CRM 2011, crm tips, Dynamics Four, Dynamics4, iframe, jscript, Lead Notes, Microsoft, microsoft crm, Microsoft CRM 4.0
5 comments
In a previous post i showed how to display originating leads notes in an iframe after converting. In Microsoft CRM 2011 that code no longer works. Here is the updated code.
function originatingLeadNotes()
{
var Parent = Xrm.Page.data.entity.attributes.get(“originatingleadid”);
var IFrame = Xrm.Page.ui.controls.get(“IFRAME_originatingLeadNotes”);
if (Parent.getValue() != null) {
var GUIDvalue = Parent.getValue()[0].id;
IFrame.setSrc(“/_controls/notes/notesdata.aspx?id=”+ GUIDvalue + ” &ParentEntity=3&EnableInlineEdit=false&EnableInsert=false”);
}
else
{
IFrame.setSrc(“about:blank”);
}
}
Enjoy!
-JC
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 / 2011 Tech Tuesdays and Webinars January 11, 2011
Posted by jarrettexpertcrm in Microsoft CRM General, Uncategorized.Tags: crm, CRM 2011, CRM 2011 Video, CRM 5, CRM 5.0, CRM 5.0 Video, crm tips, Dynamics Four, Dynamics4, hiding tabs at runtime, jscript, Microsoft, Microsoft CRM 4.0
1 comment so far
CRM 2011 Preview – the Power of Productivity.
Join this free webinar to learn more about the newest release of Microsoft Dynamics CRM.
Sessions are held on the 2nd Thursday of each month.
Tech Tuesdays – Get practical answers and proven solutions from the CRM experts. Dynamics Four offers a free one session designed to explore new concepts, capabilities, and general discussion covering the sales, marketing, and service modules within Dynamics CRM. Sessions are held on the 2nd Tuesday of each month.
http://www.clicktoattend.com/?id=153046 This is link to sign up for Tech Tuesday
http://www.clicktoattend.com/?id=153074 – Link to sign up for CRM2011 preview
Enjoy!
-JC
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 Bit field Onchange instant response Jscript November 27, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: bit field, crm, crm tips, Dynamics Four, Dynamics4, jscript, jscript bitfield onchange, microsoft crm, Microsoft CRM 4.0
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In many situations you need the instant reaction when a user clicks a bit field, not the delay it normally does. By using the below code, you will now be able to click the bit field and have instant results. Not having to click off screen for the onchange to fire.
The following code will be placed Onload. Replace “bitfield” with your actual bit field, and place your onchange code inside the “{}”
crmForm.all.bitfield.onclick = function()
{
//Existing onChange() code
}
Enjoy!
-JC
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 Removing commas in integer field September 2, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, crm tips, Dynamics Four, Dynamics4, jscript, microsoft crm, Microsoft CRM 4.0, Removing Commas, Removing commas jscript
4 comments
Sometimes it is necessary to have int fields without the commas. Place the following code onload:
if(crmForm.all.fieldname != null && crmForm.all.fieldname.DataValue != null)
{
crmForm.all.fieldname.value = crmForm.all.fieldname.DataValue;
}
Thats all it takes. Enjoy!
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 Accessing Parent Form July 28, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: Accessing Parent Forms, crm, crm tips, Dynamics Four, Dynamics4, jscript, look up fields, Microsoft, microsoft crm, Microsoft CRM 4.0, Parent Form
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In some cases you made need to have a code fire based on information from the parent form of that entity. For example, lets say you have a checkbox on the Order form that has values “Approved” and “Unapproved”. You need to have the Product lookup field disabled on the Order Product entity if the value “Unapproved” is checked. This is just an example, there are many other scenarios where this might come in handy. Place this code onload of the child entity.
if (
(window.opener != null) &&
(window.opener.parent != null) &&
(window.opener.parent.document != null) &&
(window.opener.parent.document.crmForm != null)) {
var parentForm = window.opener.parent.document.crmForm;
var formType;
switch(parentForm.FormType)
{
case 1:
formType = “Create Form”;
break;
case 2:
formType = “Update Form”;
break;
case 3:
formType = “Read Only Form”;
break;
case 4:
formType = “Disabled Form”;
break;
case 5:
formType = “Quick Create Form”;
break;
case 6:
formType = “Bulk Edit Form”;
break;
default:
formType = “Undefined Form Type”;
break;
}
if (parentForm.ObjectTypeName == “PARENTENTITY”)
{
if(parentForm.all.FIELD.DataValue == VALUE)
{
//PLACE FUNCTION FOR CHILD ENTITY HERE
}
}
}
Enjoy!
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 Setting field requirement level with jscript July 23, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, crm tips, Dynamics Four, Dynamics4, field requirement, jscript, Microsoft, microsoft crm, Microsoft CRM 4.0, Requirement level, set requirement level
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Sometimes it is necessary to change a field’s requirement level after the action of something else. Lets say you have a picklist called Contact Method, and one of those values is “email”. Once the user selects email, you want the email field to now become a required field so he/she doesn’t accidentally forget to put in the email address. However, the user may select the value “phone”. You then wouldn’t want the email address to be required because its not applicable, the phone field is what you want required. The point is, you need the field to become required when a particular value is selected, not all the time. Place this line of code onchange of the field you want to trigger it. Replace “fieldname” with the name of your field you want to set the requirement level on.
crmForm.SetFieldReqLevel(“fieldname”, 1);
Enjoy!
For more information about Dynamics Four or to contact us please visit http://www.dynamics4.com
Microsoft Dynamics CRM 4.0 disabling all fields on a tab July 14, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, crm tips, Disable tab, Dynamics Four, Dynamics4, hiding tabs, hiding tabs at runtime, jscript, Microsoft, microsoft crm, Microsoft CRM 4.0
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Ever need to disable all fields on a tab not just one or two? Want to know a quick way of doing it instead of crmForm.all.field.disabled = true; for every field? Of coarse you have or you wouldn’t be here :).
Onload
Just replace the “2” in disableTab(2) with the proper tab number
Hope this helps!
For more information about Dynamics Four or to contact us please visit http://dynamics4.com
Microsoft Dynamics CRM 4.0 Primary Contact Filter July 14, 2010
Posted by jarrettexpertcrm in Microsoft CRM General.Tags: crm, crm tips, Dynamics Four, Dynamics4, filtered lookups, jscript, look up fields, lookup filters, Microsoft, microsoft crm, Microsoft CRM 4.0
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I have received quite a few requests to have primary contact on accounts, when clicked, only show the contacts for that particular account. For those that may already have some sort of look up filter in place they may have experienced this problem, and for those that don’t, well here is a solution that will work. When in an account with a “&” in the name, you click primary contact and you receive an error. Here is a fix for that.
Account Onload:
