Crm 2013 button to open new lead form passing firstselected contact - javascript

I Have added a Add New Lead button to the Homepage Main form of contacts
This calls a script to open a new form passing Crm Parameter FirstSelectedItemId
So when I have selected a contact I can click create new lead & pass the Id as a parameter to the function:
function openNewLead(SelectedID) {
parameters["customer"] = SelectedID;
Xrm.Utility.openEntityForm("lead", null, parameters);
}
"customer" is a lookup field
Now I can use this and it populates the lookup but im not passing the full name so doesn't work correctly. if I save and refresh its fine!
So I tried:
function openNewLead(SelectedID) {
if (SelectedID != null) {
var parameters = {};
var request = Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc/ContactSet?$select=FullName&$filter=ContactId eq guid'" + SelectedID + "'";
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: request,
async: false,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
},
success: function (data, textStatus, XmlHttpRequest) {
if (data.d.results.length > 0) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = SelectedID;
lookupValue[0].name = data.d.results[0].FullName;
lookupValue[0].entityType = "contact";
parameters["customer"] = lookupValue;
}
},
error: function (XmlHttpRequest, textStatus, errorThrown) {
/*Error Occurred*/
}
});
Xrm.Utility.openEntityForm("lead", null, parameters);
}
else {
Xrm.Utility.openEntityForm("lead");
}
}
This doesn't work from the homepage/main screen as no reference can be added for Json
So the question is how do I reference json from here or is there a better way to write this?
Thank you

Try this change
success: function (data, textStatus, XmlHttpRequest) {
if (data.d.results.length > 0) {
parameters["customerid"] = SelectedID;
parameters["customeridname"] = data.d.results[0].FullName;
parameters["customeridtype"] = "contact";
}
}

Solution:
New lead Button on main/homepage This calls a script to open a new form passing CrmParameter FirstSelectedItemId
function openNewLead(SelectedID) {
if (SelectedID != null) {
var parameters = {};
var contact = {};
contact.Id = SelectedID;
var jsonContact = JSON.stringify(contact);
var PassContactReq = new XMLHttpRequest();
PassContactReq.open("GET", Xrm.Page.context.getServerUrl() + "/XRMServices/2011/OrganizationData.svc/ContactSet?$select=ContactId, FullName&$filter=ContactId eq guid'" + SelectedID + "'");
PassContactReq.setRequestHeader("Accept", "application/json");
PassContactReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
PassContactReq.onreadystatechange = function () {
PassContact(this);
};
PassContactReq.send(jsonContact);
function PassContact(PassContactReq) {
if (PassContactReq.readyState == 4 /* complete */) {
PassContactReq.onreadystatechange = null; //avoids memory leaks
if (PassContactReq.status == 200) {
//Success
parameters["customer"] = JSON.parse(PassContactReq.responseText).d.results[0].ContactId;
parameters["customername"] = JSON.parse(PassContactReq.responseText).d.results[0].FullName;
Xrm.Utility.openEntityForm("lead", null, parameters);
}
else {
//Failure
Xrm.Utility.openEntityForm("lead");
}
}
};
} else {
Xrm.Utility.openEntityForm("lead");
}
}
Awesome :) thanks #Nicknow for comment!
As this was a custom lookup field the name differs for the parameters too: Ignore the "id" part of the string & no type to set.
Took too long to find this solution so hopefully it will help others :)

try add javascript actions with referenced webresources and some dummy function name. Like "isNaN".
Ribbon Xml will looks like:
<Actions>
<JavaScriptFunction FunctionName="isNaN" Library="new_json2"></JavaScriptFunction>
<JavaScriptFunction FunctionName="isNaN" Library="new_jquery"></JavaScriptFunction>
<JavaScriptFunction FunctionName="someFunctionUsingCoolExternalLibs" Library="new_referencinglibrary"></JavaScriptFunction>
</Actions>
Sorry for my english :)

Related

AJAX: form.serialize() and csrf token together?

Can someone say whats wrong with this lane data:... inside saveForm function?
I have list of tasks in my page. Every task has there own form where users can send comments. It means that I have several forms in one page. When I add new task AJAX update list of comments and then I try to send comment by one of the form and it raise error : “CSRF token missing or incorrect”. I have {% csrf_token %} in all my forms.
It seems like I need send CSRF in AJAX. Where I did mistake?
function getCookie(name) {
var cookieValue = null;
if (document.cookie && document.cookie !== '') {
var cookies = document.cookie.split(';');
for (var i = 0; i < cookies.length; i++) {
var cookie = jQuery.trim(cookies[i]);
// Does this cookie string begin with the name we want?
if (cookie.substring(0, name.length + 1) === (name + '=')) {
cookieValue = decodeURIComponent(cookie.substring(name.length + 1));
break;
}
}
}
return cookieValue;
}
var csrftoken = getCookie('csrftoken');
function csrfSafeMethod(method) {
return (/^(GET|HEAD|OPTIONS|TRACE)$/.test(method));
}
$.ajaxSetup({
beforeSend: function(xhr, settings) {
if (!csrfSafeMethod(settings.type) && !this.crossDomain) {
xhr.setRequestHeader("X-CSRFToken", csrftoken);
}
}
});
// TASK
$(function () {
var loadForm = function () {
var btn = $(this);
$.ajax({
url: btn.attr("data-url"),
type: 'get',
dataType: 'json',
beforeSend: function () {
$("#modal").modal("show");
},
success: function (data) {
$("#modal .modal-content").html(data.html_group_task_form);
}
});
};
var saveForm = function () {
var form = $(this);
$.ajax({
url: form.attr("action"),
data: form.serialize().append('csrfmiddlewaretoken', getCookie(csrftoken)),
type: form.attr("method"),
dataType: 'json',
success: function (data) {
if (data.form_is_valid) {
$("#task-list").html(data.html_task);
$("#modal").modal("hide");
}
else {
$("#modal .modal-content").html(data.html_task_form);
}
}
});
return false;
};
// Create task
$("#task-add-button").click(loadForm);
$("#modal").on("submit", ".js-task-add-form", saveForm);
// Update task
$("#task-list").on("click", "#js-edit-task-button", loadForm);
$("#modal").on("submit", ".js-task-edit-form", saveForm);
});
//TASK COMMENT ADD
$(".task-comment-form").submit(function(event) {
event.preventDefault();
console.log(event.preventDefault());
var form = $(this);
$.ajax({
url: form.attr("action"),
data: form.serialize().append('csrfmiddlewaretoken', getCookie(csrftoken)),
type: form.attr("method"),
dataType: 'json',
success: function (data) {
var current_group = form.closest('.custom-list-group');
if (data.form_is_valid) {
current_group.find(".task-comments").html(data.html_task_comment);
}
else {
current_group.find(".task-comment-form").html(data.html_task_comment_form);
}
},
});
form[0].reset();
return false;
});
CODE ABOUT COMMENT ADD:
views.py:
def task_comment_add(request, project_code, task_code):
data = dict()
project = get_object_or_404(Project, pk=project_code)
task = get_object_or_404(Task, pk=task_code)
if request.method == 'POST':
form = CommentForm(request.POST)
if form.is_valid():
comment = form.save(commit=False)
comment.author = request.user
comment.save()
task.comments.add(comment)
data['form_is_valid'] = True
data['html_task_comment'] = render_to_string('project/task_comment_list.html' {'task': group_task})
else:
data['form_is_valid'] = False
else:
form = CommentForm()
context = {'project': project, 'task': task, 'form': form}
data['html_task_comment_form'] = render_to_string('project/task_comment_form.html', context, request=request)
return JsonResponse(data)
JS:
// TASK COMMENT ADD
$(".task-comment-form").submit(function(event) {
event.preventDefault();
console.log(event.preventDefault());
var form = $(this);
$.ajax({
url: form.attr("action"),
data: form.serialize(),
type: form.attr("method"),
dataType: 'json',
success: function (data) {
var current_group = form.closest('.custom-list-group');
if (data.form_is_valid) {
current_group.find(".task-comments").html(data.html_task_comment);
}
else {
current_group.find(".task-comment-form").html(data.html_task_comment_form);
}
}
});
form[0].reset();
return false;
});
.append is for DOM elements.
The result of .serialize is a string.
Why don't you just put the token in a hidden input in the form with a 'name' attr of 'csrfmiddlewaretoken'?
That will serialize it with the rest of your form data.
Here's what I did that worked for ajax forms with Django:
$('#ajax_form').submit(function(e){
e.preventDefault();
var form = this;
var action = $(form).attr('action'); // grab the action as url
var form_array = $(form).serializeArray(); // use serializeArray
form_array.push({ // *expand the array to include a csrf token*
name: 'csrfmiddlewaretoken',
value: getCookie('csrftoken') // getCookie function from django docs
});
var form_data = $.param(form_array); // set it up for submission
$.post(action,form_data,function(resp){
// do stuff after receiving resp
});
});
Basically, I used jquery's .serializeArray() instead of serialize.
.serializeArray() gives you an array of objects like this:
[{name:'name1',value:'value1'},{name:'name2',value:'value2'}]
calling $.param(serilaized_array_data) turns it into a string for submitting. So the key is to add the csrf token to the array. I did that in the code above on the line from_array.push({... with the *'s in the comments.
The problem was in my view. I use this and error disappeared:
context = {...}
context.update(csrf(request))

How to hide current page

I have a connection with my DB and my DB sends me some integer value like "1","2" or something like that.For example if my DB send me "3" I display the third page,it's working but my problem is when it displays the third page it's not hide my current page.I think my code is wrong in somewhere.Please help me
<script>
function show(shown, hidden) {
console.log(shown,hidden)
$("#"+shown).show();
$("#"+hidden).hide();
}
$(".content-form").submit(function(){
var intRowCount = $(this).data('introwcount');
var exec = 'show("Page"+data.result,"Page' + intRowCount + '")';
ajaxSubmit("/post.php", $(this).serialize(), "", exec,"json");
return false;
})
function ajaxSubmit(urlx, datax, loadingAppendToDiv, resultEval, dataTypex, completeEval) {
if (typeof dataTypex == "undefined") {
dataTypex = "html";
}
request = $.ajax({
type: 'POST',
url: urlx,
dataType: dataTypex,
data: datax,
async: true,
beforeSend: function() {
$(".modalOverlay").show();
},
success: function(data, textStatus, jqXHR) {
//$("div#loader2").remove();
loadingAppendToDiv !== "" ? $(loadingAppendToDiv).html(data) : "";
if (typeof resultEval !== "undefined") {
eval(resultEval);
} else {
//do nothing.
}
},
error: function() {
alert('An error occurred. Data does not retrieve.');
},
complete: function() {
if (typeof completeEval !== "undefined") {
eval(completeEval);
} else {
//do nothing.
}
$(".modalOverlay").hide();
}
});
}
</script>
Thanks for your helping my code working fine now.The problem is occured because of the cache. When I clear cache and cookies on Google Chrome it fixed.
The second parameter passed into the show() method is a bit wrong:
"Page' + intRowCount + '"
Perhaps you meant:
'Page' + intRowCount
Edit: wait wait you pass in a string of code to ajaxSubmit? What happens inside it?
If ajaxSubmit can use a callback, try this:
var exec = function(data) {
show('Page' + data.result, 'Page' + intRowCount);
};
Assuming your html is:
<div id='Page1'>..</div>
<div id='Page2'>..</div>
<div id='Page3'>..</div>
add a class to each of these div (use a sensible name, mypage just an example)
<div id='Page1' class='mypage'>..</div>
<div id='Page2' class='mypage'>..</div>
<div id='Page3' class='mypage'>..</div>
pass the page number you want to show and hide all the others, ie:
function showmypage(pageselector) {
$(".mypage").hide();
$(pageselector).show();
}
then change your 'exec' to:
var exec = 'showmypage("#Page"+data.result)';
It would be remiss of my not to recommend you remove the eval, so instead of:
var exec = "..."
use a function:
var onsuccess = function() { showmypage("#Page"+data.result); };
function ajaxSubmit(..., onsuccess, ...)
{
...
success: function(data) {
onsuccess();
}
}

Access to web resources within a javascript ribon/command bar rule

I have a ribon rule to either show or hide the Deactivate button for accounts.
It's pretty straightforward
if (typeof (XTC) == "undefined")
{ XTC= { __namespace: true }; }
XTC.RibbonRules = (function () {
AccountRules = {
//see if user has roles specified to have the Deactivate button enabled.
IsDeactivateEnabled: function () {
var orgName = Xrm.Page.context.getOrgUniqueName();
var validGuids;
var allowedRoles = [];
/*
put all roles needed to show Account Deactivate button here.
*/
allowedRoles.push('System Administrator');
allowedRoles.push('XTC Admin');
var userRoles = Xrm.Page.context.getUserRoles();
//user has no assigned roles...
if (userRoles.length < 1)
return false;
var matchingRoles = AccountRules.returnMatchingRoles(userRoles);
for (var x = 0; x < matchingRoles.length; x++) {
if ($.inArray(matchingRoles[x].Name, allowedRoles) != -1)
return true;
}
return false;
},
returnMatchingRoles: function (roles) {
var matches;
var serverUrl = location.protocol + '//' + location.host + '/' + Xrm.Page.context.getOrgUniqueName();
var queryUrl = serverUrl + '/XRMServices/2011/OrganizationData.svc/' + 'RoleSet?$filter=';
for (var x = 0; x < roles.length; x++) {
if (x == roles.length - 1) {
queryUrl += "RoleId eq guid'" + roles[x] + "'";
}
else {
queryUrl += "RoleId eq guid'" + roles[x] + "' or ";
}
}
$.ajax({
url: queryUrl,
type: "GET",
async: false,
contentType: "application/json; charset=utf-8",
datatype: "json",
beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
success: function (data, textStatus, XmlHttpRequest) {
matches = data.d;
},
error: function (XmlHttpRequest, textStatus, errorThrown) {
alert('OData Select Failed: ' + textStatus + errorThrown + odataSelect);
}
});
return (matches.results.length > 0) ? matches.results : null;
}
};
return { AccountRules: AccountRules };
})();
So if the user doesn't have a role that's either of the two, the button is deactivated.
My issue is that this isn't running in the context of a form, so including web resources at form config is not working.
For some reason I can't figure out, from there, I have access to jQuery (2.1.1) but none of my other resources.
Is there a way to include web resources system wide so it may be available in this code, just like jQuery seems to be ?
You can include libraries by making your command look like this:
<CommandDefinition Id="new.incident.Home.ValidateAndResolve.Command">
<EnableRules>
<EnableRule Id="Mscrm.SelectionCountAtLeastOne" />
</EnableRules>
<DisplayRules />
<Actions>
<JavaScriptFunction FunctionName="isNaN" Library="$webresource:xyz_/Scripts/Common/helpers.js" />
<JavaScriptFunction FunctionName="incidentribbon.validateAndResolve" Library="$webresource:xyz_/Scripts/Ribbon/incident.js" />
</Actions>
</CommandDefinition>
Note the value of "isNaN" for FunctionName. isNaN is just a globally available JavaScript function that does nothing if you don't pass it any parameters. This is how you get the ribbon to load your library without actually making it call any functions in your library.
Also note that you can either manually edit the command or use a tool like the excellent Ribbon Workbench.

Make a textbox visible and other css changes on ajax success

function getSearchClients() {
console.log('Inside searchClient');
$('#progressbar').show();
var searchClientPhone = document.getElementById('searchClientCellPhoneNo').value;
$.ajax({
type:"POST",
data: "searchClientPhone=" + searchClientPhone,
url: "searchClientCellPhoneNo",
success: function(result){
$("#progressbar").hide();
$("#example td").each( function() {
var thisCell = $(this);
var cellValue = parseInt(thisCell.text());
if (!isNaN(cellValue) && (cellValue >= document.getElementById("selectedClientRewardPoints").value)) {
thisCell.css("background-color","#FF0000");
}
}
);
$("#selectedClientName").show();
$("#selectedClientRewardPoints").show();
window.location.reload(true);
}
});
}
The textboxes do not become visible in the ajax success, though I have verified control goes to the success block.
I think this is because of window.location.reload(true), why do you think to reload the page again!!
As per my understand, when the page is reloaded for a second time, the search input parameter becomes null/empty, so in this snippet var cellValue = parseInt(thisCell.text()); cellValue is null/undefined.
Because of this, the following two lines do not function as expected
$("#selectedClientName").show();
$("#selectedClientRewardPoints").show();
If you want to keep your status like :
$("#progressbar").hide();
$("#selectedClientName").show();
$("#selectedClientRewardPoints").show();
you should store a boolean in the user localstore or a cookie (on ajax success). Then on the page just have a document ready:
$(document).ready({
if(localstorage/cookie) { / check the status of your cookie or localstorage
$("#progressbar").hide();
$("#selectedClientName").show();
$("#selectedClientRewardPoints").show();
// clear the cookie or the localstorage
}
});
I hope this gives you an idea man...
There were a few things wrong. Primarily you were reloading the page, which is probably the main issue.
Also you had a few small issues with your number parsing and validating. I have fixed it below.
function getSearchClients() {
console.log('Inside searchClient');
$('#progressbar').show();
var searchClientPhone = $('#searchClientCellPhoneNo').val();
$.ajax({
type: "POST",
data: "searchClientPhone=" + searchClientPhone,
url: "searchClientCellPhoneNo",
success: function (results) {
$("#progressbar").hide();
$("#example td").each(function () {
var thisCell = $(this);
var cellText = thisCell.text();
// This will update your textbox...
$("#selectedClientName").val(result.clientName);
// And this is an example of updating based on an array of data.
result.transactions.forEach(function(result){
// Create a list item and append it to the list.
$('<li></li>').text(result).appendTo('#resultList');
});
// If the cell text is a number...
if (!isNaN(cellText)) {
// Parse the text to a base 10 integer...
var cellValue = parseInt(thisCell.text(), 10);
if (cellValue >= $("#selectedClientRewardPoints").val()) {
thisCell.css("background-color", "#FF0000");
}
}
});
$("#selectedClientName").show();
$("#selectedClientRewardPoints").show();
// Do not reload the page.
}
});
}
Thanks #JimmyBoh for the pointers, this is how I fixed the issue :
1) Used struts2-json library. In struts.xml, added below:
<package name="json" extends="json-default">
<action name="searchClientCellPhoneNo" class="com.intracircle.action.RedeemAction" method="searchClientCellPhoneNo">
<result type="json">
<param name="root">jsonData</param>
</result>
</action>
</package>
2) In the action class, added a jsonData Map as follows :
private Map<String,Object> jsonData = new HashMap<String,Object>();
Added getters and setters for jsonData
public Map<String,Object> getJsonData() {
return jsonData;
}
public void setJsonData(Map<String,Object> jsonData) {
this.jsonData = jsonData;
}
In the action method, added data to be returned to jsp to the jsonData Map as follows :
public String searchClientCellPhoneNo() {
clientList = userdao.getClientsList(searchClientPhone);
if(clientList != null && clientList.size() > 0) {
selectedClientName = clientList.get(0).getProfileName();
jsonData.put("selectedClientName",selectedClientName);
int storeId = ((Stores)SecurityUtils.getSubject().getSession().getAttribute(SESSION_CONSTANTS.SESSION_STORE)).getStoreId();
selectedClientRewardPoints = redeemDao.getCountRewardPointsForClientForStore(storeId, clientList.get(0).getId());
jsonData.put("selectedClientRewardPoints", selectedClientRewardPoints);
}
viewRedeemScheme();
return SUCCESS;
}
3) In the jsp ajax method, did the following changes : Make sure, you add dataType:'json' and if you want to print the ajax result using alter, stringify it.
$.ajax({
type:"GET",
data: "searchClientPhone=" + searchClientPhone,
url: "searchClientCellPhoneNo",
dataType: 'json',
headers : {
Accept : "application/json; charset=utf-8",
"Content-Type" : "application/json; charset=utf-8"
},
success: function(result){
alert("result: " + JSON.stringify(result));
console.log("Result " + result);
$("#selectedClientName").val(result.selectedClientName);
$("#selectedClientRewardPoints").val(result.selectedClientRewardPoints);
$("#progressbar").hide();
$("#example td").each( function() {
var thisCell = $(this);
var cellValue = parseInt(thisCell.text());
if (!isNaN(cellValue) && (cellValue >= document.getElementById("selectedClientRewardPoints").value)) {
thisCell.css("background-color","#FF0000");
}
}
);
$("#selectedClientName").show();
$("#selectedClientNameLabel").show();
$("#selectedClientRewardPointsLabel").show();
$("#selectedClientRewardPoints").show();
}
});
Thanks everyone for the help, especially #JimmyBoh.

Reading data from table (HTML, JAVAscript)

I have this table that receive from the server:
(with ajax):
$.each(data, function(i, item) {
$('#MyTable tbody').append("<tr>"d
+"<td>" +data[i].A+ "</td><td>"
+data[i].B
+"</td><td><input type='text' value='"
+data[i].C+"'/></td><td><input type='text' value='"
+ data[i].D+"'/></td>"
+ "</tr>");
});
C and D are edit text, that the user can change. after the changing by the user I want to "take" the all new data from the table and send it by ajax with JSON.
how can I read the data to a JSON?
I start to write one but I am stuck on:
function saveNewData(){
var newData= ...
$.ajax({
type: "GET",
url: "save",
dataType: "json",
data: {
newData: newData},
contentType : "application/json; charset=utf-8",
success : function(data) {
...
},
error : function(jqXHR, textStatus, errorThrown) {
location.reload(true);
}
});
}
thank you
Try something like this,
function getUserData()
{
var newData = new Array();
$.each($('#MyTable tbody tr'),function(key,val){
var inputF = $(this).find("input[type=text]");
var fileldValues = {};
fileldValues['c'] = $(inputF[0]).val();
fileldValues['d'] = $(inputF[1]).val();
//if you want to add A and B, then add followings as well
fileldValues['a'] = $($(this).children()[0]).text();
fileldValues['b'] = $($(this).children()[1]).text();
newData.push(fileldValues);
});
return JSON.stringify(newData);
}
function saveNewData(){
var newData = getUserData();
$.ajax({
type: "GET",
url: "save",
dataType: "json",
data: {
newData: newData},
contentType : "application/json; charset=utf-8",
success : function(data) {
...
},
error : function(jqXHR, textStatus, errorThrown) {
location.reload(true);
}
});
}
http://jsfiddle.net/yGXYh/1/
small demo based on answer from Nishan:
var newData = new Array();
$.each($('#MyTable tbody tr'), function (key, val) {
var inputF = $(this).find("input[type=text]");
var fileldValues = {};
fileldValues['c'] = $(inputF[0]).val();
fileldValues['d'] = $(inputF[1]).val();
newData.push(fileldValues);
});
alert(JSON.stringify(newData));
use the jquery on event binding
try somthing like this. Fiddler Demo
$('#MyTable').on('keyup', 'tr', function(){
var $this = $(this);
var dataA = $this.find('td:nth-child(1)').text() // to get the value of A
var dataB = $this.find('td:nth-child(2)').text() // to get the value of B
var dataC = $this.find('td:nth-child(3)').find('input').val() // to get the value of C
var dataD = $this.find('td:nth-child(4)').find('input').val() // to get the Valur of D
// $.ajax POST to the server form here
// this way you only posting one row to the server at the time
});
I don't normaly do that I would use a data binding libarray such as Knockoutjs or AngularJS

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