Showing posts with label subgrid. Show all posts
Showing posts with label subgrid. Show all posts

Monday, April 27, 2015

Hide Ribbon Button based on View selected

Sometimes we need to hide some button based on view selected.
CRM doesn’t have this functionality, and there is not supported way to achieve this. With small unsupported JavaScript code you can easily hide ribbon buttons based on view selected.
To do this, need to add Enable rule to button command.
I am using Ribbon workbench to add Enable Rule.
1.      If want to hide custom button then select button command, and click on Enable rules

If want to hide existing CRM button then need to customize button command, and then add Enable rule.




2.      Add new Enable rule to command




3.      Add Step to Enable rule and select Custom JavaScript Rule


4.      Set properties to javascript rule as


Default : True
FunctionName: HideButtonBasedOnViewSelected
InvertResult: False
Library: select JavaScript library where HideButtonBasedOnViewSelected function code is.
Parameters: Need one parameter to HideButtonBasedOnViewSelected function,

Add Crm parameter, and set parameter value as SelectedControl



5.      Now save and upload changes to CRM, and publish changes.
6.      JavaScript code required to hide button is
for CRM 2013
function HideButtonBasedOnViewSelected (selectedCtrl) {
      
        var view = selectedCtrl.get_$1X_3();
        var query = view.selectedViewName;

        if (query == 'Your View Name') {
            return false;
        }
        else
            return true;
    }
For CRM 2015
function HideButtonBasedOnViewSelected (selectedCtrl) {             
        var query = selectedCtrl.get_viewTitle();
        if (query == 'Your View Name') {
            return false;
        }
        else
            return true;
    }
To get selected view name need to use some unsupported JavaScript. 
"selectedCtrl.get_$1X_3();" or "selectedCtrl.get_viewTitle()"
This is giving all details about selected view and default view of this grid. 
Here I am hiding button for all views except view name is "Active Students - 2015"
For CRM 2013:
function HideButtonBasedOnViewSelected(selectedCtrl) {
        
        var view = selectedCtrl.get_$1X_3();
        var query = view.selectedViewName;

        if (query != 'Active Students - 2015') {
            return false;
        }
        else
            return true;
    }

For CRM 2015:
function HideButtonBasedOnViewSelected(selectedCtrl) {        
           var query = selectedCtrl.get_viewTitle();
        if (query != 'Active Students - 2015') {
            return false;
        }
        else
            return true;
    }

Enroll button is visible only for Active student -2015 view.


Monday, March 30, 2015

Restrict record deletion from sub grid / Associated view based on condition

In CRM you can restrict record deletion by removing delete permission from that entity for particular security role.
Sometimes we need to restrict user to delete record based on some conditions.
You can do by customizing delete button command, and adding some JavaScript functions. 
More tricky when we don't want to allow delete child record based on parent condition. 

Suppose you have two custom entities, say Course and Students. 
One course might have multiple Students. 
Relationship between Course and Students is 1: N. 
To show students who attending course, there is a sub-grid on Course form. 




From this Sub Grid students will be added and removed from Sub grid.
But there is requirement that students cannot remove their names before 5 days of course.
In this case we cannot remove user's delete permission from Student entity. But we can add some logic to restrict delete when course deadline meets.


 Here are steps to achieve this; we need one JavaScript web resource and Ribbon workbench.


1.     First Create JavaScript web resource in customization solution.
I have new_student.js JavaScript web resource.
In this JavaScript add following code


function RestrictDeleteFromSubgrid() {
    var today = new Date();
    var courseStartDate = Xrm.Page.getAttribute('new_startdate').getValue();

    var millisecondsPerDay = 1000 * 60 * 60 * 24;
    var millisBetween = courseStartDate.getTime() - today.getTime();
    var NoOfdays = millisBetween / millisecondsPerDay;

    if (NoOfdays < 5) {
        alert('You cannot remove Student. Course is starting in ' + NoOfdays);
        return false;
    } else {
        return true;
    }

}

2.     Open Student Entity customization in Ribbon workbench.
3.     Select Delete button from Sub grid, and right click – Customize command



4.     Now Add Enable Rule



Give proper name to Enable Rule
5.     Add steps to newly created enable rule
6.     Need to add Custom JavaScript Rule


7.     For the Custom JavaScript rule set
Default : True
Function Name: RestrictDeleteFromSubgrid
InvertResult: False
Library: $webresource:edm_student.js


8.     Add Enable rule to delete button command





9.     Publish Customization using Ribbon Workbench.

10.  Now if course is not starting in 5 days, CRM will allow to delete record.

11. When course is starting in 5 days, then 

You can use same technique for Remove button also.. (when N:N relationship).

If you don't want to allow delete from  sub grid but wants to allow from Associated view.

We need to add one Parameter to JavaScript function, and modify above function as 

function RestrictDeleteFromSubgrid(callingGrid) {
    var today = new Date();
    var courseStartDate = Xrm.Page.getAttribute('new_startdate').getValue();

    var millisecondsPerDay = 1000 * 60 * 60 * 24;
    var millisBetween = courseStartDate.getTime() - today.getTime();
    var NoOfdays = millisBetween / millisecondsPerDay;

    if (NoOfdays < 5) {
        if (callingGrid.get_id() != 'crmFormProxyForRibbon') {
            alert('You cannot remove Student. Course is starting in ' + NoOfdays);
            return false;
        }
       else 
        return true;
         
    } else {
        return true;
    }

}

you will get calling Grid Id as "crmForm" for Form sub grid and "crmFormProxyForRibbon" for associated view grid. 

and pass this parameter from delete button enable rule.


Add Crm Parameter
 Name: callingGrid
Value: PrimaryControl

Save and publish your customization.. 

Hide SubGrid '+' / New Button button based on Parent status

Hide child  records sub grid + or Add New button

Some time we need to hide  '+' button or Add New button for child record grid..





You can do this by adding enable rule for + or Add New Button.

1. Open Child record customization in Ribbon workbench

2.  Select Entity so that we will able to modify command definition.

3. In Sub Gird, select + Add New {0} Button, right click and select Customize Command



4.  Add New Enable Rule


5. For Enable Rule.. Add steps, and select Custom JavaScript Rule

6. Set Custom rule properties as 
Default : true
Function Name: DisableSubGridNewButton
Invert Result : False
Library: JavaScript web resource where you added DisableSubGridNewButton function 
Parameters : None. 



JavaScript DisableSubGridNewButton Function 

-- When Form is ready only then hide +new or Add new Button for child records.
function DisableSubGridNewButton() {
    if (Xrm.Page.ui.getFormType() == 3) // Read Only
        return false;
    else
        return true;
}


-- based on Some values on Form

function DisableSubGridNewButton() {
    var IsMarried = Xrm.Page.getAttribute('new_status').getValue();

    if (IsMarried == 70000001) //un marriged
        return false// Hide button
    else
        return true//Show button
}


7. Add this enable rule to button Command



8. Save and Publish Customization.