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Showing posts with the label D365 filter lookups

Hide Headers, Commandbar, Tabs in D365 Forms

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There are options available to hide Command Bar, Header part and Tabs.  Below is the screenshot which highlights these areas for your understandings. let formContext = Xrm.Page ; or let formContext = executionContext.getFormContext(); // Hide Header part formContext.ui.headerSection.setBodyVisible(false);   //Hide Command bar formContext.ui.headerSection.setCommandBarVisible(false);   // Hide Tabs formContext.ui.headerSection.setTabNavigatorVisible(false); After all are hidden,
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Update lookup Views/filters dynamically using D365 JS

Requirement: We had a requirement recently where we need to update the Product field's Lookup View dynamically based on the other fields, lets say Brand and Type.  If Brand has a value then Product lookup should be set with new custom view and if Brand is cleared then "All products" view should be shown with the added filter condition for Type. Solution: Create the following two functions to add in the 'addpresearch' event of Product lookup. 1. If Brand has a value, create a new function named 'filterProductBasedonBrand' and set the custom view  for Product lookup. Example:  function filterProductBasedOnBrand(executionContext) { //Get Form context var formContext = executionContext.getFormContext(); //Get Brand. var brand = formContext.getAttribute("brand").getValue(); //If Brand has value, set the custom lookup view to product lookup. if (brand !== null) { //Get Brand Id. brand = productBrand[0]....
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Ribbon debug/Command checker tool

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Background: Usually when something goes wrong in the button visibility or to find out the rules, actions(js) being used in the ribbon button, we go and find either in the ribbondiffxml or through ribbon workbench. This is a time taking process.  Solution: Now there is a built-in tool called 'Command Checker' available. Using this tool, we can easily troubleshoot the button visibility related issues in home page grid, entity form, sub grid and global command bar as well.  To use/enable this tool, pass "ribbondebug=true" parameter in the url. Example, if you want to troubleshoot some button in Account form, below is the url,  https://trial.crm5.dynamics.com/main.aspx?appid=4db5bcb8-675b-ec11-8f8f-002248599a15&pagetype=entityrecord&etn=account&id=83883308-7ad5-ea11-a813-000d3a33f3b4 &ribbondebug=true This will enable the command bar in 3 places. 1. In the header's right side 2. In the Form command bar 3. If the form has any sub grids. Co...
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Show/Hide ribbon button based on the selected view in the D365 subgrid

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Requirement: We had a requirement where we need to create custom button for 'Add Existing' functionality and show/hide this button based on the view selected in the Order subgrid. Solution: In the enable rule of the button, register a custom JS function and pass 'selected control' crm parameter to the function as shown below. Below is the code snippet to retrieve the view name from the subgrid view. selectedControl.getViewSelector().getCurrentView().name With this you can compare the view name which you want and return true/false based on the selected  view . Complete function: function ShowHideCustomAddExistingOrderSubgrid(selectedControl) { var enable = false; if (selectedControl !== null && selectedControl.getEntityName() === "salesorder" && selectedControl.getViewSelector().getCurrentView() !== null) { var viewName = "Orders in reschedule queue"; if (selectedControl.getViewSelector().getCu...
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Using Resx file in D365 Plugins/Workflows

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Usage of Resx file in D365 Plugins/Workflows: Most of the times, we use fetchxml queries in the plugins and workflows to retrieve the entity data and we directly hardcode these queries in the retrieve methods. Instead we can use Resources file(.resx) to store all the fetchxml in common file and use it wherever it is required. This helps in maintaining the code and also promotes reusability. Creation of Resx File: Below is the sample Plugin project I have created to explain the usage of Resx file. Once the project is created, add new resource file named as "FetchXML.resx" as shown below. After the file is added to the project, open the "FetchXML.resx" file from solution explorer. Add the Name and Fetchxml under the value as shown below. For filter conditions, you can use some placeholders(eg: {EmailAddress}) and replace after you retrieve the Fetchxml string from resource file. Once added save this file. In the plugin code, fetchxml  can be retrieved from resource fi...
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