Thursday, October 27, 2016

Get / Set Query string parameters to CRM form.


When using Xrm.Utitliy object to open entity form or Quick create form, sometimes we need to pass query string parameters.
In MS CRM you can enable CRM forms to accept query strings, and you can retrieve those query string parameters in form events.

Set Query string parameters

a.      Go to Entity customization
b.      Open form, where you want to add query strings parameters
c.       Click on Form Properties
d.     In form properties window you will see Parameters tabs.
e.      Add Parameters, which you want to get it, when using openEntityForm or openQuickCreate
f.        When adding parameter need to specify name and data type.



NOTE: In Each parameter name MUST contains at least one underscore (‘_’) character. And name cannot be started with underscore or “crm_”.  Microsoft recommends that you should use solution publisher prefix when defining parameter name, e.g abc_queryString_contactId

g.      We can pass Boolean, Datetime, double, entitytype, Integer, long, PositiveInteger, SafeString, UniqueId, UnsignedInt types of parameters.

Pass Query String parameters to form using openEntityForm or openQuickCreate

openContactForm: function () {
       
        var parameters = {};
        /*Custom querystring parameter*/

        parameters["qryParam_boolean"] = 0; // Boolean value - 0,1, true, false
        var startDate = new Date();
        parameters["qryParam_datetime"] = startDate.format("MM/dd/yyyy"); // date time
        parameters["qryParam_double"] = 1.0; //double
        parameters["qryParam_eType"] = 2; // Entity Type Code
parameters["qryParam_eType"] = Xrm.Page.context.getQueryStringParameters().etc; // Another way to get Entity Type Code
        parameters["qryParam_integer"] = 100;  //Integer
        parameters["qryParam_long"] = 100000; // Long
        parameters["qryParam_positiveinteger"] = 1; // Positive Integer including 0
        parameters["qryParam_safestring"] = "safestring"; //string
        parameters["qryParam_uniqueId"] = Xrm.Page.data.entity.getId(); //GUID
        parameters["qryParam_unsignedInt"] = 1; //unsigned integer


        var windowsOptions = {};
        windowsOptions["openInNewWindow"] = true;

        Xrm.Utility.openEntityForm("new_manufacture",null, parameters,  windowsOptions);
    },

Retrieve Parameters value, when entity form is opened.

To get parameter value, we need to use Xrm.Page.context.getQueryStringParameters()

getQueryStringParamters: function () {
        var booleanParam;
        var datetimeParam;
        var doubleParam;
        var entitytypeParam;
        var integerParam;
        var longParam;
        var positiveintegerParam;
        var safestringParam;
        var uniqueIdParam;
        var unsignedIntParam;


        if (Xrm.Page.context.getQueryStringParameters().qryParam_boolean != null && Xrm.Page.context.getQueryStringParameters().qryParam_boolean != 'undefined') {
            booleanParam = Xrm.Page.context.getQueryStringParameters().qryParam_boolean;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_datetime != null && Xrm.Page.context.getQueryStringParameters().qryParam_datetime != 'undefined') {
            datetimeParam = Xrm.Page.context.getQueryStringParameters().qryParam_datetime;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_double != null && Xrm.Page.context.getQueryStringParameters().qryParam_double != 'undefined') {
            doubleParam = Xrm.Page.context.getQueryStringParameters().qryParam_double;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_eType != null && Xrm.Page.context.getQueryStringParameters().qryParam_eType != 'undefined') {
            entitytypeParam = Xrm.Page.context.getQueryStringParameters().qryParam_eType;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_integer != null && Xrm.Page.context.getQueryStringParameters().qryParam_integer != 'undefined') {
            integerParam = Xrm.Page.context.getQueryStringParameters().qryParam_integer;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_long != null && Xrm.Page.context.getQueryStringParameters().qryParam_long != 'undefined') {
            longParam = Xrm.Page.context.getQueryStringParameters().qryParam_long;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_positiveinteger != null && Xrm.Page.context.getQueryStringParameters().qryParam_positiveinteger != 'undefined') {
            positiveintegerParam = Xrm.Page.context.getQueryStringParameters().qryParam_positiveinteger;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_safestring != null && Xrm.Page.context.getQueryStringParameters().qryParam_safestring != 'undefined') {
            safestringParam = Xrm.Page.context.getQueryStringParameters().qryParam_safestring;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_uniqueId != null && Xrm.Page.context.getQueryStringParameters().qryParam_uniqueId != 'undefined') {
            uniqueIdParam = Xrm.Page.context.getQueryStringParameters().qryParam_uniqueId;
        }
        if (Xrm.Page.context.getQueryStringParameters().qryParam_unsignedInt != null && Xrm.Page.context.getQueryStringParameters().qryParam_unsignedInt != 'undefined') {
            unsignedIntParam = Xrm.Page.context.getQueryStringParameters().qryParam_unsignedInt;
        }
      
    },
Now you can set value to form or add any logic based on passed parameters.


4 comments:

  1. Hi.. I want to open an entity without using openentityform also want to pass parameters like above. Is there any other way other than openentityform?

    ReplyDelete
  2. Thanks so much for this information. I have to let you know I concur on several of the points you make here and others may require some further review, but I can see your viewpoint.
    ONLINE CRM

    ReplyDelete
  3. use formid parameter too if you are using multiple forms otherwise it will keep breaking.

    ReplyDelete
  4. The blog was really helpful, thanks for such quality content
    process of lead generation

    ReplyDelete