Wednesday, February 18, 2015

Convert Option set to multi select Checkbox list

1.       Create two custom attributes to store selected value and selected text from check box list. 

2.       Add both attributes on form, this is required, it is not required to show those attributes on form, but those need on Form, so that JavaScript code will find those attributes.

3.        Add latest JQuery library in form library


4.       Create HTML web resource and add following code in HTML web resource

<html><head>
    <title></title>
    <script type="text/javascript" src="new_jquery_1.10.2.js"></script>
    <script type="text/javascript">

        // function will be called when web resource is loaded on Form.
        $(document).ready(function () {
            ConvertDropDownToCheckBoxList();
        });

        //Coverts option list to checkbox list.
        function ConvertDropDownToCheckBoxList() {
            var dropdownOptions = parent.Xrm.Page.getAttribute("new_makeyear").getOptions();
            var selectedValue = parent.Xrm.Page.getAttribute("new_selectedyears").getValue();

            $(dropdownOptions).each(function (i, e) {
                var rText = $(this)[0].text;
                var rvalue = $(this)[0].value;
                var isChecked = false;
                if (rText != '') {
                    if (selectedValue != null && selectedValue.indexOf(rvalue) != -1)
                        isChecked = true;

  /* Remove spaces before input, label word and end tags of input & label*/
                    var checkbox = "< input type='checkbox' name='r'/ >< label> " + rText + "</ label>"
                    $(checkbox)
                        .attr("value", rvalue)
                        .attr("checked", isChecked)
                          .attr("id", "id" + rvalue)
                        .click(function () {
                            //To Set Picklist Select Values
                            var selectedOption = parent.Xrm.Page.getAttribute("new_selectedyears").getValue();
                           
                            if (this.checked) {
                                if (selectedOption == null)
                                    selectedOption = rvalue+"";
                                else
                                    selectedOption = selectedOption + "," + rvalue
                            }
                            else {
                                var tempSelected = rvalue + ",";
                                if (selectedOption != null) {
                                    if (selectedOption.indexOf(tempSelected) != -1)
                                        selectedOption = selectedOption.replace(tempSelected, "");
                                    else
                                        selectedOption = selectedOption.replace(rvalue, "");
                                }
                            }
                            parent.Xrm.Page.getAttribute("new_selectedyears").setValue(selectedOption);


                            //To Set Picklist Select Text
                            var selectedYear = parent.Xrm.Page.getAttribute("new_selectedyeartext").getValue();
                            if (this.checked) {
                                if (selectedYear == null)
                                    selectedYear = rText+"";
                                else
                                    selectedYear = selectedYear + "," + rText
                            }
                            else {
                                var tempSelectedtext = rText + ",";
                                if (selectedYear != null) {
                                    if (selectedYear.indexOf(tempSelectedtext) != -1)
                                        selectedYear = selectedYear.replace(tempSelectedtext, "");
                                    else
                                        selectedYear = selectedYear.replace(rText, "");
                                }
                            }
                            parent.Xrm.Page.getAttribute("new_selectedyeartext").setValue(selectedYear);

                        })
                        .appendTo(checkboxList);
                }
            });
        }
    </script>
    <meta charset="utf-8">
<meta><meta><meta><meta></head><body style="word-wrap: break-word;">
    <div id="checkboxList">    
    </div>

</body></html>


Change new_makeyear   with option set schema name.
Change   new_selectedyears with custom attribute which is storing selected values.
Change   new_selectedyeartext with custom attribute which is storing selected Text.

1.       Add HTML web resource on Form.

2.       Save and publish your customization.

Final output will be like





Tuesday, February 17, 2015

Dynamically Filter form sub grid to show related records

Scenario: 

I have different Cars in system, and cars has different categories, when one car record is opened, I want to show all other cars of same category in sub grid.

Main thing is that there is not any relationship between cars.

Basically need to filter sub grid dynamically based on category of current record and show related records.



Resolution:

To achieve this there is not fully supported way, so I did using unsupported way..

1. Add Sub grid on form for car entity.

When adding sub grid, make sure initially show all records.
2. Add JavaScript web resource in Form library

3. Add following code in JavaScript Web resource




  

4.  Save form and publish. 

5. Now form subgrid is showing only related records based on category








Monday, February 9, 2015

MS CRM Audit Database Table Details

CRM audit table contains column


AttributeMask - Column number of attribute from either Attribute table or from MetadataSchema.Attribute

CRM stores all attributes changed in single transaction in a string format concatenate by ,

Attribute mask column contains values like

,47,45,42,96,93,107,201,28,25,53,32,14,90,178,121,61,55,108,11,35,8,177,120,69,122,117,209,46,80,78,59,10051,30,102,50,71,4,202,73,3,5,128,54,51,206,210,236,19,126,124,38,184,34,31,231,118,33,43,98,52,10037,70,123,129,132,133,103,39,114,22,48,56,10026,235,99,97,181,183,95,234,18,21,200,10045,49,106,109,110,16,24,67,74,175,44,27,139,125,208,134,10053,180,130,2,41,36,92,76,94,179,113,127,17,10039,101,233,10022,15,176,174,10043,29,203,119,37,72,40,20,173,211,91,111,105,131,10047,6,116,104,23,12,57,10041,66,100,115,26,

To get list of attribute name use query like


SELECT ar.name, 
  ar.ColumnNumber 
FROM MetadataSchema.Attribute ar INNER JOIN 
MetadataSchema.Entity en ON ar.EntityId = en.EntityId
WHERE en.ObjectTypeCode=2 AND ar.ColumnNumber=47

Or

SELECT ar.name, 
  ar.ColumnNumber 
FROM Attribute ar INNER JOIN 
Entity en ON ar.EntityId = en.EntityId
WHERE en.ObjectTypeCode=2 AND ar.ColumnNumber=47


Action: 
Action column stores what kind of action performed on record. Action would be Create, Update, Delete, Activate, Fulfill etc. In audit table CRM stored action value like 2 or 3 or 4 etc.

To get all action value from Database  use following query

SELECT Value as Action,AttributeValue as ActionValue FROM StringMap WHERE AttributeName='action'

and here is list of actions in CRM 2013.
0 - Unknown,  25 - Disqualify,  44 - Win,  63 - Enabled for organization, 
1 - Create,  26 - Submit,  45 - Lose,  64 - User Access via Web, 
2 - Update,  27 - Reject,  46 - Internal Processing,  65 - User Access via Web Services, 
3 - Delete,  28 - Approve,  47 - Reschedule,  100 - Delete Entity, 
4 - Activate,  29 - Invoice,  48 - Modify Share,  101 - Delete Attribute, 
5 - Deactivate,  30 - Hold,  49 - Unshare,  102 - Audit Change at Entity Level, 
11 - Cascade,  31 - Add Member,  50 - Book,  103 - Audit Change at Attribute Level, 
12 - Merge,  32 - Remove Member,  51 - Generate Quote From Opportunity,  104 - Audit Change at Org Level, 
13 - Assign,  33 - Associate Entities,  52 - Add To Queue,  105 - Entity Audit Started, 
14 - Share,  34 - Disassociate Entities,  53 - Assign Role To Team,  106 - Attribute Audit Started, 
15 - Retrieve,  35 - Add Members,  54 - Remove Role From Team,  107 - Audit Enabled, 
16 - Close,  36 - Remove Members,  55 - Assign Role To User,  108 - Entity Audit Stopped, 
17 - Cancel,  37 - Add Item,  56 - Remove Role From User,  109 - Attribute Audit Stopped, 
18 - Complete,  38 - Remove Item,  57 - Add Privileges to Role,  110 - Audit Disabled, 
20 - Resolve,  39 - Add Substitute,  58 - Remove Privileges From Role,  111 - Audit Log Deletion, 
21 - Reopen,  40 - Remove Substitute,  59 - Replace Privileges In Role,  112 - User Access Audit Started, 
22 - Fulfill,  41 - Set State,  60 - Import Mappings,  113 - User Access Audit Stopped, 
23 - Paid,  42 - Renew,  61 - Clone, 
24 - Qualify,  43 - Revise,  62 - Send Direct Email, 


ObjectId: 
Object Id the record id, for which this audit record is created.

UserId:
The user who performed action on record.

ChangeData:
Change Data column stores old data for the attribute. If you changed First name of contact from James to Jim, then in Change data James will be stored.
Values in Change Data are stored in same order as attribute mask stored.
If First name attribute mask is 2 and last name is 3, then in AttributeMask it would be ,2,3 and Change data would be James~Bond

Change Data column data is separated by ~ by per attribute.

Operation:
Operation column stores information of what kind of operation is performed on record.
CRM has only four operations
1 - Create , 2 - Update, 3 - Delete, 4 - Access. 

To get directly operation values from database use

SELECT Value,AttributeValue FROM StringMap WHERE AttributeName='operation'

ObjectTypeCode:
Object Type code is entity object type code.

To find object type code for entity use

SELECT ObjectTypeCode, LogicalName FROM Entity WHERE Name='contact'

If want to get entity details from object type code then use

SELECT ObjectTypeCode, LogicalName FROM Entity WHERE ObjectTypeCode=1