Following on from my previous Dynamics CRM question (Show popup/alert if account has related entity records)
In the OnLoad event of the Account form, I want to set the window to open with a specific sub-navigation item loaded into the right-hand frame.
For example, by default, when you open the Account window, it loads the account details. Listed on the left are various related items. I have a custom related entity called Alert. If a specific criteria is met in my javascript, I want the Alert entity view to be loaded into the right-hand view instead of the Account details.
Is this possible?
Solved it by using Xrm.Page.ui.navigation.items.get("navItemName").setFocus();
I can suggest three approaches
Approach 1
1. add a tab>section>subgrid to show that associated view
2. use form.onload javascript to show/hide that tab depending on criteria
Approach 2 (probably unsupported)
1. use form.onload javascript to .click() the navigation link [you can take the associated entity name in webresource function parameters to make this a generic library]
Approach 3
Have you considered custom forms in CRM 2011?
Related
As the title states, I need to filter results of an associated view based on a record's field value and user permissions.
I've used some Javascript to achieve this whenever the iFrame loads, but if the user switches to a different view, my Javascript is not called and the filtered records come back. I've tried to implement an event listener for various changes within the iFrame, but haven't been able to get what I need. I've gotten onclick to call my function whenever the user opens the view dropdown, but I need it to call whenever they actually switch views.
Am I over complicating this and there's a native way to do this? Or does anyone know how to detect changes within an iFrame?
Unfortunately there’s no native config to do it by OOB. I recommend these.
Don’t rely on associated view, as the name suggests it’s for seeing all the associated records. Remove navigation item in Form editor to remove them if you don’t want your users to see it
Use Subgrid for all your different needs, but not with view switcher, as again you will get roadblock of view switch triggers, etc. also this is going to be unsupported approach to rig the FetchXml with your custom filters
Custom HTML with grid is better or even PCF control of your own to take query & filters
Plugin on RetrieveMultiple can be used in worst cases
I am building a user interface for Recurly account management in a GWT application.
This means there is no actual browser navigation happening between "pages" in the app, and client DOM state is maintained in memory until the user actually refreshes their browser.
In other words, when the user leaves the billing information "page" - the input elements still exist in memory and are simply detached from the visible area of the user interface.
Unfortunately, the fields that are being provided by "Recurly.js" are somewhat problematic here as they seem to be designed for use in a conventional framework where the user submits the form and then is redirected to a new page.
While they work perfectly for an initial submission of updated billing information (i.e. the first time the "form" is instantiated), if someone re-visits the screen multiple times without refreshing their browser, the fields do not accept input.
I have tried the following:
clearing the inner HTML of the wrapping recurly div elements (into
which the provided fields are drawn by Recurly.JS) and calling
configure() again
Not calling configure() after the first time it is called (in this case, subsequent visits to the page result in unresponsive inputs)
Is there a way I can tell Recurly.js to reset itself so that the provided fields can be redrawn? Or (and preferably) is there a way to configure recurly to use my own "input" fields for number, date, month, and cvv instead of those that are rendered into divs by Recurly.js?
Thank you
Edit:
I have discovered that Recurly.js is setting the visibility of their provided billing inputs to "visibility:hidden" after the form is accessed after being instantiated. If I can't force recurly to redraw the inputs, then I need to prevent this from happening some how...
I discovered a "readyState" variable in Recurly.js.
If I set that back to "0" before calling "reconfigure", the fields correctly reconfigure themselves.
This seems to fix my issue.
Versions
Mac OS: OSX 10.10.2
Ruby: 2.2.1p85
Rails: 4.2.0
Bootstrap-SASS: 3.3.4 #For Web UI
Bootstrap-Switch-Rails: 3.0.0 #For Toggles
Context
I am building a site where someone can create a packing event to make bags for the homeless. I am using Ruby on Rails to create this webapp, Bootstrap to design the user interface, and am open to using JQuery, javaScript, HTML, and CSS to get the desired functionality. Though my working knowledge of the first two languages is minimal.
In the user's event creation and edit pages I have a list of items that a person can add to their bags. This list is in a table view as seen through the link below.
Dropbox link
Desired Functionality
I am wanting to do 2 things.
When the user enters the number of bags they plan on packing, I want to be able to update the column "Number Needed" for each item. So, for instance in the example scenario shown in the image above, the "Number Needed" for "Raise Money" would be "$6,500", for "Volunteers" would not be added, for "Water" would be "1000" and for "Food" would be "1000".
I want the user to be able to toggle whether to include an item on their event page. So, in the example picture, the user wants to show on their event page that they are raising money for their event, and requesting donations for water and food; but they do not need volunteers to pack the bags. In this scenario, I would like to disable the form fields of "Number Needed", "Currently Have" and "Number Remaining to Get" for the row "Volunteers".
Questions
For the first desired functionality specified above: Should I just have the table on a separate page maybe so that the fields are populated before the table is actually shown? Or, my preferred ability, do I need to put a button after the "Number of Bags" field that when clicked updates the table? And how would I do that?
For the second desired functionality specified above: Is there a way to have this done dynamically when the user toggles the "Include" column to "Yes" or "No"? How would I disable the desired form fields dynamically once a user toggles that row to "No"?
Let me know if you need any more information. And thank you in advance for your expertise.
First things first, I would put this in the comment, but I don't have enough reputation to do that yet.
Ok so there's a few ways to solve your problem. The first and ugly solution would be to rerender the page everytime something gets updated. You really shouldn't do it that way because that required the user to hit a button to submit the form and the controller would render the same page again with updated results.
Instead, you want to use jQuery to add event listeners to your form fields and the button mentioned in the second functionality. On those event listeners, put some handlers to update the desired field. It's hard to direct you on the jQuery if I don't know your HTML structure. As Santiago mentioned, there are many tutorials out on the internet for putting event listeners and creating the proper handlers.
Additionally, you should consider AJAX to asynchronously communicate with your controller to keep the front-end (what the users see on the browser) and the back-end (data stored in the database) in sync. Again, plenty of guides out there on the internet for this, but definitely look into the Rails functionality of "remote: true" on your form to make the set up of the AJAX process easier.
I have a typical ASP.NET web form application. It has about 20 separate user controls (.ascx files), each one containing a DetailsView control. One of the requirements of this application is that there needs to be a single Edit, Update, and Cancel link outside of those user-controls, which, when clicked, will cause each of those DetailsView objects to go into the correct mode, Edit or ReadOnly, and, if Update was clicked, do an appropriate database update. In other words, clicking that "global" link has to programmatically fire the client-side click for each of those corresponding links that you get "for free" when you create a DetailsView or GridView. I've tried copying the actual __doPostBack event that gets invoked when you do use one of those "internal" links, assigning it to a string, doing a Page.ClientScript.RegisterScriptBlock, then doing a LinkName.Attributes.Add("onclick", "script_string_name") -- but I just can't get it to work. What is the correct way to accomplish this?
You can use the asp:linkbutton control to do this.
I am trying to set up dynamic per-item menus (Edit Control Block) in SharePoint 2007. My goal is to have certain features that are available based on the current user's group membership.
I know that the CustomAction tag that controls the creation of this menu item has a Rights attribute. The problem that I have with this is that the groups I am using have identical rights in the site (ViewListItems, ManageAlerts, etc). The groups that we have set up deal more with function, such as Manager, Employee, etc. We want to be able to assign a custom feature to a group, and have the menu items associated with that feature visible only to members of that group. Everyone has the same basic site permissions, but will have extra options availble based on their login credentials.
I have seen several articles on modifying the Core.js file to hide items in the context menu, but they are an all-or-nothing approach. There is an interesting post at http://blog.thekid.me.uk/archive/2008/04/29/sharepoint-custom-actions-in-a-list-view-webpart.aspx that shows how to dynamically modify the Actions menu. It is trivial to modify this example to check the users group and show or hide the menu based on membership. Unfortunately, this example does not seem to apply to context menu items as evidenced here http://forums.msdn.microsoft.com/en-US/sharepointdevelopment/thread/c2259839-24c4-4a7e-83e5-3925cdd17c44/.
Does anyone know of a way to do this without using javascript? If not, what is the best way to check the user's group from javascript?
There are two different Javascript functions that you can implement for dynamically adding menu items to list item drop downs. Core.js (C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\CORE.JS) checks for the existence of these methods when generating the menu items for a selected list item. "Custom_AddDocLibMenuItems" and "Custom_AddListMenuItems" are the names of the Javascript methods.
One article that I think you can use to solve your specific problem, dynamic menu item customization based on user role membership, can be found here:
MSDN: Customizing the Context Menu of Document Library Items (note the process is exactly the same for any list type)
This article outlines how server side code can be executed to define the menu items that will be displayed:
[...] in more complex cases, you must retrieve the list of available commands from the server, because only there you can run your business logic and perhaps get the commands from a custom database. Typically, you want to do this if you are implementing a workflow solution where each document has its own process state, with commands associated to it.
The solution for this situation is to have the Custom_AddDocLibMenuItems dynamically call a custom ASP.NET page. This page takes the ID of the document library and the specific item on the query string, and returns an XML string containing all the information for the commands available for that particular document. These commands are available according to the document's process status (or some other custom business logic). [...]
Unfortunately this is not possible to accomplish without using javascript. The ECB doesn't render server controls defined as a custom action (unlike the SiteActions etc).
To learn how to accomplish this by using Javascript check out the following article:
http://www.helloitsliam.com/archive/2007/08/10/moss2007-%E2%80%93-item-level-menus-investigation.aspx