CRM Javascript

Simple field validation using RegEx (e.g. ABN):

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var abn = crmForm.all.new_abn; var abnRegEx = /^\d{11}$/;   // Verify that the shortname field exists and is not null. if (abn != null && abnRegEx.test(abn.DataValue) != true) {     alert('ABN must be 11 digits characters length');     abn.DataValue = ''; }

Hiding fields:

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1 2	crmForm.all.new_invoicenumber_d.style.display = 'none'; crmForm.all.new_invoicenumber_c.style.display = 'none';

Hiding tabs:

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1 2	crmForm.all.tab1Tab.style.display = "inline"; crmForm.all.tab2Tab.style.display = "none";

Disabling fields within a section:

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//enable fields if Enquiry Group is not null, disable otherwise var section = crmForm.all.new_quotenumber_c.parentElement.parentElement.parentElement;   for (i = 0; i < section.all.length; i++) {     if (crmForm.all.new_enquirygroup.DataValue == null) {         section.all[i].Disabled = true;     }     else {         section.all[i].Disabled = false;     } }

Get Potential Customer's Primary Contact and set it to Customer Contact field:

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var primaryContactID = ''; var primaryContactName = ''; get_primarycontact();   //Get shortname out of Potential Customer  function get_primarycontact() {     if (crmForm.all.customerid.DataValue != null) {         //Prepare variables for an enquiry to retrieve.         var lookupItem = new Array;           // Get the lookup attribute on the quality assurance checklist form.         lookupItem = crmForm.all.customerid.DataValue;           var potentialCustomer = lookupItem[0].id;           var authenticationHeader = GenerateAuthenticationHeader();           //Prepare the SOAP message.         var xml = "<?xml version='1.0' encoding='utf-8'?>" +                   "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +                   " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +                   " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +                   authenticationHeader +                   "<soap:Body>" +                   "<retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +                   "<entityname>account</entityName>" +                   "<id>" + potentialCustomer + "</id>" +                   "<columnset xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>" +                   "<q1:Attributes>" +                   "<q1:Attribute>primarycontactid</q1:Attribute>" +                   "</q1:Attributes>" +                   "</columnSet>" +                   "</Retrieve>" +                   "</soap:Body>" +                   "</soap:Envelope>";         //Prepare the xmlHttpObject and send the request.         var xHReq = new ActiveXObject("Msxml2.XMLHTTP");         xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);         xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Retrieve");         xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");         xHReq.setRequestHeader("Content-Length", xml.length);         xHReq.send(xml);         //Capture the result.         var resultXml = xHReq.responseXML;           //Check for errors.         var errorCount = resultXml.selectNodes('//error').length;         if (errorCount != 0) {             var msg = resultXml.selectSingleNode('//description').nodeTypedValue;             alert(msg);         }           //Store the retrieved value.         else {               if (resultXml.selectSingleNode("//q1:primarycontactid") != null) {                 primaryContactID = resultXml.selectSingleNode("//q1:primarycontactid").nodeTypedValue;                 primaryContactName = resultXml.selectSingleNode("//q1:primarycontactid").getAttribute('name');                   //Create an array to set as the DataValue for the lookup control.                 var lookupData = new Array();                 //Create an Object add to the array.                 var lookupItem = new Object();                 //Set the id, typename, and name properties to the object.                 lookupItem.id = primaryContactID;                 lookupItem.typename = 'contact';                 lookupItem.name = primaryContactName;                 // Add the object to the array.                 lookupData[0] = lookupItem;                 // Set the value of the lookup field to the value of the array.                 crmForm.all.new_customercontact.DataValue = lookupData;             }         }     } }

Lock Potential Customer to 'Account' Only:

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//Javascript Helper var LOGICAL_OPERATOR_AND = "And"; var LOGICAL_OPERATOR_OR = "Or"; var CONDITION_OPERATOR_LIKE = "Like"; var CONDITION_OPERATOR_EQUAL = "Equal"; var CONDITION_OPERATORNOT_EQUAL = "NotEqual"; var JOINOPERATOR_INNER = "Inner"; var JOINOPERATOR_LEFTOUTER = "LeftOuter"; var JOINOPERATOR_NATURAL = "Natural";     function CrmService(entityName, logicalOperator) {     // Double check in case you pass a variable that hasn't been set     // This error is hear to track down     if (logicalOperator == null) throw new Error("Must specify non-null value for logicalOperator");       if (entityName == null) throw new Error("Must specify non-null value for entityName");     this.entityName = entityName;     this.ColumnSet = new Array();     this.LogicalOperator = logicalOperator;     this.Conditions = new Array();     this.Orders = new Array();     this.LinkedEntities = new Array(); }     CrmService.prototype.getEntityName = function () {     return this.entityName; }   function Condition(field, value, operator) {     this.Field = field;       // Not null can't have a value     if (operator != "NotNull" && operator != "Null") this.Value = CrmEncodeDecode.CrmXmlEncode(value);       // Double check in case you pass a variable that hasn't been set     // This error is hear to track down     if (operator == null) throw new Error("Must specify non-null value for operator");     this.Operator = operator; }   function Order(attributeName, orderType) {     this.AttributeName = attributeName;     this.OrderType = orderType; }   CrmService.prototype.setEntityName = function () {     return this.entityName; }   CrmService.prototype.AddColumn = function (columnName) {     this.ColumnSet[this.ColumnSet.length] = columnName; }   CrmService.prototype.AddFilterCondition = function (field, value, conditionOperator) {     this.Conditions[this.Conditions.length] = new Condition(field, value, conditionOperator); }     CrmService.prototype.AddOrder = function (attributeName, orderType) {     this.Orders[this.Orders.length] = new Order(attributeName, orderType); }     /* for (orderNumber in this.Orders) { var order = this.Orders[orderNumber]; if (order.OrderType == null) throw new Error("Must specify non-null value for order OrderType"); if (order.AttributeName == null) throw new Error("Must specify non-null value for order AttributeName"); xmlSoapBody += "<q1:Order><q1:AttributeName>" + order.AttributeName + "</q1:AttributeName>"; xmlSoapBody += "<q1:OrderType>" + order.OrderType + "</q1:OrderType></q1:Order>"; } */     function LinkedEntity(linkFromEntityName, linkToEntityName, linkFromAttributeName, linkToAttributeName, joinOperator) {     this.LinkFromEntityName = linkFromEntityName;     this.LinkToEntityName = linkToEntityName;     this.LinkFromAttributeName = linkFromAttributeName;     this.LinkToAttributeName = linkToAttributeName;     if (joinOperator == null) throw new Error("Must specify non-null value for operator");     this.JoinOperator = joinOperator;     this.Conditions = new Array();     this.FilterOperator = LOGICAL_OPERATOR_AND; }   LinkedEntity.prototype.AddFilterCondition = function (field, value, conditionOperator) {     this.Conditions[this.Conditions.length] = new Condition(field, value, conditionOperator);     return this.Conditions[this.Conditions.length - 1]; }         CrmService.prototype.AddLinkedEntityCondition = function (linkFromEntityName, linkToEntityName, linkFromAttributeName, linkToAttributeName, joinOperator) {     this.LinkedEntities[this.LinkedEntities.length] = new LinkedEntity(linkFromEntityName, linkToEntityName, linkFromAttributeName, linkToAttributeName, joinOperator);     return this.LinkedEntities[this.LinkedEntities.length - 1]; }   function RetrieveMultipleResult(crmService) {     this.Rows = new Array();     this.CrmService = crmService; }     RetrieveMultipleResult.prototype.AddRow = function () {     this.Rows[this.Rows.length] = new Row();     return this.Rows[this.Rows.length - 1]; }       function Row() {     this.Columns = new Array(); }   function Column(columnName, value, dataType) {     this.ColumnName = columnName;     this.Value = value;     this.DataType = dataType; }   Row.prototype.AddColumn = function (columnName, value) {     this.Columns[this.Columns.length] = new Column(columnName, value); }   Row.prototype.GetColumn = function (columnName) {     for (columnNumber in this.Columns) {         var column = this.Columns[columnNumber];         if (columnName.toLowerCase() == column.ColumnName.toLowerCase()) return column;     }     throw new Error("Column " + columnName + " does not exist"); }   Row.prototype.GetValue = function (columnName) {     var column = this.GetColumn(columnName);     return column.Value; }     CrmService.prototype.RetrieveMultiple = function () {       //create SOAP envelope     var xmlSoapHeader = "" + "<?xml version=\"1.0\" encoding=\"utf-8\"?>" + "<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">";       var xmlAuthHeader = GenerateAuthenticationHeader();       var xmlSoapBody = "<soap:Body>" + "      <retrievemultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">  " + "<query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">  " + "  <q1:EntityName>" + this.getEntityName() + "</q1:EntityName>  " + "  <q1:ColumnSet xsi:type=\"q1:ColumnSet\">  " + "    <q1:Attributes>  ";       for (columnNumber in this.ColumnSet) {         var column = this.ColumnSet[columnNumber];         xmlSoapBody = xmlSoapBody + "          <q1:Attribute>" + column + "</q1:Attribute>";     }       xmlSoapBody = xmlSoapBody + "        </q1:Attributes>" + "      </q1:ColumnSet>" + "          <q1:Distinct>false</q1:Distinct>  " + "          <q1:PageInfo>  " + "            <q1:PageNumber>0</q1:PageNumber>  " + "            <q1:Count>0</q1:Count>  " + "          </q1:PageInfo>  " + "         <q1:LinkEntities>";       if (this.LinkedEntities.length > 0) {         for (linkedEntityNumber in this.LinkedEntities) {             var linkedEntity = this.LinkedEntities[linkedEntityNumber];             xmlSoapBody += " <q1:LinkEntity> ";             xmlSoapBody += "                 <q1:LinkFromAttributeName>" + linkedEntity.LinkFromAttributeName + "</q1:LinkFromAttributeName> ";             xmlSoapBody += "                 <q1:LinkFromEntityName>" + linkedEntity.LinkFromEntityName + "</q1:LinkFromEntityName> ";             xmlSoapBody += "                 <q1:LinkToEntityName>" + linkedEntity.LinkToEntityName + "</q1:LinkToEntityName> ";             xmlSoapBody += "<q1:LinkToAttributeName>" + linkedEntity.LinkToAttributeName + "</q1:LinkToAttributeName> ";             xmlSoapBody += "<q1:JoinOperator>" + linkedEntity.JoinOperator + "</q1:JoinOperator> ";             xmlSoapBody += "<q1:LinkCriteria> ";               if (linkedEntity.FilterOperator == null) throw new Error("Must specify non-null value for FilterOperator");               xmlSoapBody += " <q1:FilterOperator>" + linkedEntity.FilterOperator + "</q1:FilterOperator> ";             xmlSoapBody += " <q1:Conditions> ";               for (conditionLinkedNumber in linkedEntity.Conditions) {                 var conditionLinked = linkedEntity.Conditions[conditionLinkedNumber];                 xmlSoapBody += "                             <q1:Condition> ";                 xmlSoapBody += "                                             <q1:AttributeName>" + conditionLinked.Field + "</q1:AttributeName> ";                 xmlSoapBody += "                                             <q1:Operator>" + conditionLinked.Operator + "</q1:Operator> ";                   if (conditionLinked.Operator != "NotNull" && conditionLinked.Operator != "Null") {                     xmlSoapBody += "                                             <q1:Values> ";                     xmlSoapBody += "                                                             <q1:Value xsi:type=\"xsd:string\">" + conditionLinked.Value + "</q1:Value> ";                     xmlSoapBody += "                                             </q1:Values> ";                 }                 xmlSoapBody += "                             </q1:Condition> ";             }             xmlSoapBody += " </q1:Conditions> ";             xmlSoapBody += " <q1:Filters /> ";             xmlSoapBody += "</q1:LinkCriteria> ";             xmlSoapBody += "<q1:LinkEntities />";             xmlSoapBody += "</q1:LinkEntity>";         }     }       if (this.LogicalOperator == null) throw new Error("Must specify non-null value for LogicalOperator");         xmlSoapBody += "</q1:LinkEntities>" + "          <q1:Criteria>  " + "            <q1:FilterOperator>" + this.LogicalOperator + "</q1:FilterOperator>  " + "            <q1:Conditions>  ";           for (conditionNumber in this.Conditions) {         var condition = this.Conditions[conditionNumber];           if (condition.Operator == null) throw new Error("Must specify non-null value for condition Operator");           xmlSoapBody += "              <q1:Condition>  " + "                <q1:AttributeName>" + condition.Field + "</q1:AttributeName>  " + "                <q1:Operator>" + condition.Operator + "</q1:Operator>  ";           if (condition.Operator != "NotNull" && condition.Operator != "Null") {             xmlSoapBody += "                <q1:Values>  ";             xmlSoapBody += "                  <q1:Value xsi:type=\"xsd:string\">" + condition.Value + "</q1:Value>  ";             xmlSoapBody += "                </q1:Values>  ";         }         xmlSoapBody += "              </q1:Condition>  ";       }       xmlSoapBody += "            </q1:Conditions>  " + "            <q1:Filters />  " + "          </q1:Criteria>  ";       xmlSoapBody += "<q1:Orders>";       for (orderNumber in this.Orders) {         var order = this.Orders[orderNumber];           if (order.OrderType == null) throw new Error("Must specify non-null value for order OrderType");           if (order.AttributeName == null) throw new Error("Must specify non-null value for order AttributeName");             xmlSoapBody += "<q1:Order><q1:AttributeName>" + order.AttributeName + "</q1:AttributeName>";         xmlSoapBody += "<q1:OrderType>" + order.OrderType + "</q1:OrderType></q1:Order>";     }       xmlSoapBody += "</q1:Orders>";         xmlSoapBody += "        </query>  " + "      </RetrieveMultiple>  " + "    </soap:Body> " + "   </soap:Envelope>";         var xmlt = xmlSoapHeader + xmlAuthHeader + xmlSoapBody;     var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");     xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);     xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");     xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");     xmlHttpRequest.setRequestHeader("Content-Length", xmlt.length);     xmlHttpRequest.send(xmlt);       if (xmlHttpRequest.responseXML == null || xmlHttpRequest.responseXML.xml == null || xmlHttpRequest.responseXML.xml == "") {         if (xmlHttpRequest.responseText != null && xmlHttpRequest.responseText != "") throw new Error(xmlHttpRequest.responseText);         else         throw new Error("Error returning response");     }       var xmlResponse = xmlHttpRequest.responseXML.xml;     if (xmlHttpRequest.responseXML.documentElement.selectNodes("//error/description").length > 0) {         throw new Error(xmlResponse);     }       var objNodeList = xmlHttpRequest.responseXML.documentElement.selectNodes("//BusinessEntity");         var totalNodesCount = objNodeList.length;       var result = new RetrieveMultipleResult(this);       var nodeIndex = 0;     var fieldTextTemp = "";     var fieldText = "";     if (totalNodesCount > 0) {         do {               var row = result.AddRow();             for (columnNumber in this.ColumnSet) {                 var columnName = this.ColumnSet[columnNumber];                 fieldText = "";                 var valueNode = objNodeList[nodeIndex].getElementsByTagName("q1:" + columnName)[0];                 if (valueNode != null) {                     fieldTextTemp = valueNode.childNodes[0].nodeValue;                     if (fieldTextTemp != null && fieldTextTemp != "") {                         fieldText = fieldText + fieldTextTemp;                     }                 }                 row.AddColumn(columnName, fieldText);             }             nodeIndex = nodeIndex + 1;         }         while (totalNodesCount > nodeIndex)     }     return result; }   //lock customer to account only   // Blank out customerid if they didn't default in an account var LOGICAL_OPERATOR_AND = "And"; var LOGICAL_OPERATOR_OR = "Or"; var CONDITION_OPERATOR_EQUAL = "Equal"; var JOINOPERATOR_INNER = "Inner";   if ((crmForm.FormType == 1 || crmForm.FormType == 2) && crmForm.all.customerid.DataValue != null && crmForm.all.customerid.DataValue[0].type != "1") {       // If contact then blank out the field and set to that account     if (crmForm.all.customerid.DataValue[0].type == "2") {           // Create object passing in the entity you are selecting from             var crmService = new CrmService("account", LOGICAL_OPERATOR_OR);           // Specify select columns         crmService.AddColumn("accountnumber");         crmService.AddColumn("accountid");         crmService.AddColumn("name");             // Define linked entity - similar to SDK overload         var entityLinked = crmService.AddLinkedEntityCondition("account", "contact", "accountid", "parentcustomerid", JOINOPERATOR_INNER)           // Set filter operator (AND, OR, Ect)         entityLinked.FilterOperator = LOGICAL_OPERATOR_AND;           // Add filter condition (can add as multiple)         entityLinked.AddFilterCondition("contactid", crmForm.all.customerid.DataValue[0].id, CONDITION_OPERATOR_EQUAL);           // Retrieve the result object         var result = crmService.RetrieveMultiple();             // Loop through rows and select values (they return strings)         for (rowsNumber in result.Rows) {             var row = result.Rows[rowsNumber];             var ar = new Array(1);             ar[0] = new Object;             ar[0].id = row.GetValue("accountid");             ar[0].type = "1";             ar[0].name = row.GetValue("name");             ar[0].typename = "account";               crmForm.all.customerid.DataValue = ar;           }     }       // After contact fix, double check that it isn't set to something else (lead) and blank it out     if (crmForm.all.customerid.DataValue != null && crmForm.all.customerid.DataValue[0].type != "1") crmForm.all.customerid.DataValue = null;   } crmForm.all.customerid.setAttribute("lookuptypes", "1");