Pages

Thursday, 2 January 2014

Hide Ribbon Button based on user security role

Hiding button in the CRM ribbon based current user security role.

function UserRole(){
var roles= new Array();
 roles=Xrm.Page.context.getUserRoles().toString().split(',');
 for(var i=0;i<roles.length;i++){
 if(roles[i]=="f16a3219-3756-e211-8c2e-000c29e7d817"){ //guid of my security role
  var btnRunWorklfow=top.document.getElementById("incident|NoRelationship|Form|new.incident.Button1.Status-Large");
  btnRunWorklfow.style.display='none';
  }
else{
var btnRunWorklfow=top.document.getElementById("incident|NoRelationship|Form|new.incident.Button6.CaseState-Large");
  btnRunWorklfow.style.display='none';
  }
 }
 }

Tuesday, 19 November 2013

Send SMS to contact in Dynamics CRM


I have developed a plugin for send a text message to contact when a contact is created in crm.

Iam using site2sms api. We need to have a site2sms account and pass those credentials in web request. Using this, we can send unlimited text messages.

But we cannot send messages to contact who are registered their mobile number with DND activation.


Plugin code:


publicclass SendSms:IPlugin
{
public void Execute(IServiceProvider serviceProvider)
{
string emailobj = string.Empty;
Guid Conid = Guid.Empty;
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = (IOrganizationService)serviceFactory.CreateOrganizationService(context.UserId);
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity Cont = context.InputParameters["Target"] as Entity;
string to = Cont.Attributes["mobilephone"].ToString();
string customer = Cont.Attributes["fullname"].ToString();
HttpWebRequest request = (HttpWebRequest)HttpWebRequest.Create(@"https://site2sms.p.mashape.com/index.php?uid=xxxxxxxxxx&pwd=xxxxx&phone=" + to + "&msg=type message here");
request.Headers.Add(
"X-Mashape-Authorization", "xxxxxxxxxxxxxx");
request.ContentType =
"application/json";
request.MaximumAutomaticRedirections = 4;
request.MaximumResponseHeadersLength = 4;
request.AllowAutoRedirect =
true;
request.KeepAlive =
true;
request.Method =
"GET";
request.Timeout = 50000;
request.Credentials =
CredentialCache.DefaultCredentials;
HttpWebResponse response = (HttpWebResponse)request.GetResponse();
}
}
}

Tuesday, 23 July 2013

Assign contacts

Retrieve Contacts.html:

<HTML xmlns="http://www.w3.org/1999/xhtml"><HEAD><TITLE>Untitled Page</TITLE>
<META charset=utf-8></HEAD>
<BODY spellcheck="true">
<SCRIPT type=text/javascript src="sample_/Scripts/SDK.REST.js"></SCRIPT>
<SCRIPT type=text/javascript src="ClientGlobalContext.js.aspx"></SCRIPT>
<SCRIPT type=text/javascript src="sample_/Scripts/json2.js"></SCRIPT>
<SCRIPT type=text/javascript src="my_RetrieveContacts"></SCRIPT>
<BUTTON id=btnRetrieveAccounts onclick=retrieveContacts();>Retrieve contacts</BUTTON><BUTTON id=btnGetUsers onclick="assignContacts('contactsTable');">Get Users</BUTTON>
<TABLE id=tableHeadings border=1 summary="This table provides the headings for the list of accounts displayed in a grid.">
<THEAD></THEAD>
<TBODY></TBODY></TABLE>
<TABLE id=contactsTable border=1>
<TBODY></TBODY></TABLE></BODY></HTML>


RetrieveContacs.js

     var contactsGrid;
     var ContactsCol;
    var totalcontactsCount = 0;
    function retrieveContacts() {
        var options = "$select=FullName,ContactId&$filter=Telephone1 eq '555-0109'";
        SDK.REST.retrieveMultipleRecords("Contact", options, retrieveContactsCallBack, function (error) { alert(error.message); }, contactsRetrieveComplete);
    }
    function retrieveContactsCallBack(retrievedContacts) {
        contactsGrid = document.getElementById('contactsTable');
        deleteAllRows("contactsTable");
        totalcontactsCount = retrievedContacts.length;
        ContactsCol=retrievedContacts;
        for (var i = 0; i < retrievedContacts.length; i++) {
            var contact = retrievedContacts[i];
            var rowCount = contactsGrid.rows.length;
            var row = contactsGrid.insertRow(rowCount);
            var cell1 = row.insertCell(0);
            var element1 = document.createElement("input");
            element1.type = "checkbox";
            element1.name = "chkbox[]";
            cell1.appendChild(element1);
            var cell2 = row.insertCell(1);
            var element2 = document.createElement();
            cell2.innerHTML = contact.FullName;
            cell2.appendChild(element2);
        }
    }
    function contactsRetrieveComplete() {

    }
    function clearaccountsGrid() {
        totalcontactsCount = 0;
        for (var i = contactsGrid.rows.length - 1; i >= 0; i--) {
            contactsGrid.deleteRow(i);
        }
    }
    function deleteAllRows(tableID) {
        try {
            var table = document.getElementById(tableID);
            var rowCount = table.rows.length;
            for (var i = 0; i < rowCount; i++) {
                var row = table.rows[i];
                table.deleteRow(i); rowCount--; i--;
            }
        }
        catch (e) {
            alert(e);
        }
    }
    function assignContacts(tableID){
      var obj =new Array();
        var ids="";
        var table = document.getElementById(tableID);
                var rowCount = table.rows.length;
                for (var i = 0; i < rowCount; i++) {
                    var row = table.rows[i];
                    var chkbox = row.cells[0].childNodes[0];
                    if (null != chkbox && true == chkbox.checked) {
                         obj[i]=new Object();
                         obj[i]= ContactsCol[i].ContactId;
                          ids=ids+obj[i]+" ";
                    }
                }
        window.open("https://crmtrail2011.crm5.dynamics.com//WebResources/my_usersList?orglcid=1033&orgname=crmtrail2011&userlcid=1033&data="+ids);
  }


Userslist.htm:


<HTML xmlns="http://www.w3.org/1999/xhtml"><HEAD><TITLE>Untitled Page</TITLE>
<META charset=utf-8></HEAD>
<BODY onload=getUsers(); spellcheck="true">
<SCRIPT type=text/javascript src="sample_/Scripts/SDK.REST.js"></SCRIPT>
<SCRIPT type=text/javascript src="ClientGlobalContext.js.aspx"></SCRIPT>
<SCRIPT type=text/javascript src="sample_/Scripts/json2.js"></SCRIPT>
<SCRIPT type=text/javascript src="sample_/Scripts/SDK.SOAPSample.Assign.js"></SCRIPT>
<SCRIPT type=text/javascript>
 
var UsersGrid;
var UsersCol;
var totalUsersCount = 0;
function getUsers() {
   var options = "$select=FullName,CALType,SystemUserId&$filter=AccessMode/Value ne 3 and IsDisabled eq false";
    SDK.REST.retrieveMultipleRecords("SystemUser", options, retrieveUsersCallBack, function (error) { alert(error.message); }, UsersRetrieveComplete);
}
function retrieveUsersCallBack(retrievedUsers) {
    UsersGrid = document.getElementById('UsersTable');
    totalUsersCount = totalUsersCount + retrievedUsers.length;
    UsersCol=retrievedUsers;
    for (var i = 0; i < retrievedUsers.length; i++) {
        var user= retrievedUsers[i];
        var rowCount = UsersGrid.rows.length;
        var row = UsersGrid.insertRow(rowCount);
        var cell1 = row.insertCell(0);
        var element1 = document.createElement("input");
        element1.type = "radio";
        element1.name = "chkbox[]";
        cell1.appendChild(element1);
        var cell2 = row.insertCell(1);
        var element2 = document.createElement();
        cell2.innerHTML = user.FullName;
        cell2.appendChild(element2);
        var lt=user.CALType;
       
        alert(lt.getText());
    }
}
function UsersRetrieveComplete() {

}
function assign(tableID){
       var uid;
        var table = document.getElementById(tableID);
                var rowCount = table.rows.length;
                for (var i = 0; i < rowCount; i++) {
                    var row = table.rows[i];
                    var chkbox = row.cells[0].childNodes[0];
                    if (null != chkbox && true == chkbox.checked) {
                         uid=new Object();
                         uid= UsersCol[i].SystemUserId;
                    }
               }
   var vals = new Array();
   if (location.search != "") {
    vals = location.search.substr(1).split("&");
    for (var i in vals) {
     vals[i] = vals[i].replace(/\+/g, " ").split("=");
    }
    //look for the parameter named 'data'
    for (var i in vals) {
     if (vals[i][0].toLowerCase() == "data") {
       var split=vals[i][1].split(" ");
     for(var count=0;count<split.length;count++){
       var contactid  = split[count];
       SDK.SOAPSamples.assignRequest(uid,contactid ,"contact",scb,ecb);
     }
     }
    }
 }
 }
 function scb(){
   alert("success");
 }
function ecb(){
 alert("error");
}
</SCRIPT>
<BUTTON id=btnAssign onclick="assign('usersTable');">Assign</BUTTON>
<TABLE id=tableHeadings border=1 summary="This table provides the headings for the list of users displayed in a grid.">
<THEAD></THEAD>
<TBODY></TBODY></TABLE>
<TABLE id=usersTable border=1>
<TBODY></TBODY></TABLE></BODY></HTML>

Tuesday, 9 July 2013

Create multi select option set in dynamics crm 2011

The following function is used to add multi select optionset in CRM 2011.

For this,we need to create two fields.
 1. new_optionset (type : Optionset)
 2. new_text (type : multi line text) - This is hidden field.

Here , we have to pass 5 parameters in MultiPickList function.

param1- Optionset field Name (new_optionset)
param2 - Multiline text field (new_text)
param3 - empty string ("")
param4 - selected color ( I used green).



function MultiPickList(param1, param2, param3, param4, param5) {
    try {
        var fn = arguments.callee.toString().match(/function\s+([^\s\(]+)/);
        if (param1 == null || param2 == null) {
            alert("Error: Parameter missing. \n Format: <optionset fieldsname> ,  <option value text field> ,  [<option header>], [<select color>]   , [<deselect color>] ,  \n [" + "Function=" + fn[1] + "]");
            return true;
        }
        var tparamtype = Xrm.Page.data.entity.attributes.get(param1).getAttributeType();
        if (tparamtype != "optionset") {
            alert(param1 + "(first parameter) should be of type optionset \n" + "[function=" + fn[1] + "]");
            return true;
        }
        var tparamtype = Xrm.Page.data.entity.attributes.get(param2).getAttributeType();
        if (tparamtype != "memo") {
            alert(param2 + "(second parameter) should be of type memo (text with mutiline) \n[function=" + fn[1] + "]");
            return true;
        }
        var plOptions = param1;
        var plText = param2;
        var plMenuItem = "View Selected List";
        var SelectedList_orig = crmForm.all[plText];
        var FullList = crmForm.all[plOptions];
        var SelCtr = -1;
        var new_selColor = "orange";
        var new_deSelColor = "white";
        if (param4 != null)
            new_selColor = param4;
        if (param5 != null)
            new_deSelColor = param5;
        var SelectedList = SelectedList_orig.value.split("\r\n");
       
        crmForm.all[plText].style.display = "none";
        if (FullList != null && SelectedList != null) {
            initColor();
            if (param3 != null && param3 != "") {
                plMenuItem = param3;
            }
            else {
                plMenuItem = FullList.options[0].text;
                changeColor("grey", 0);
            }
           
            for (var ctr = 0; ctr < SelectedList.length; ctr++) {
                selCtr = SelectedIndex(SelectedList[ctr]);
                if (selCtr > -1) {
                    changeColor(new_selColor, selCtr);
                }
            }
        }
        function SelectedIndex(selectedText) {
            var FullListValue;
            for (var ctr1 = 0; ctr1 < FullList.options.length; ctr1++) {
                FullListValue = FullList.options[ctr1].index;
                if (FullListValue == selectedText) {
                    return ctr1;
                }
            }
            return -2;
        }
        crmForm.all[plOptions].attachEvent('onchange', OnChangePL);
        function OnChangePL() {
            var SelCtr = -1;
            var optionSetCntrl = document.getElementById(plOptions);
            var sel = optionSetCntrl.value;
            if (sel == plMenuItem)
                return;
            SelCtr = SelectedIndex(sel);
            var SelColor = "grey";
            SelColor = crmForm.all[plOptions][SelCtr].style.backgroundColor;
            if (SelColor == new_selColor) {
                changeColor(new_deSelColor, SelCtr);
                saveChanges(sel, selCtr, "del");
            }
            else {
                changeColor(new_selColor, SelCtr);
                saveChanges(sel, selCtr, "add");
            }
        }
        function saveChanges(p_selText, p_SelCtr, p_mode) {
            switch (p_mode) {
                case "add":
                    SelectedList.push(p_selText);
                    break;
                case "del":
                    for (var ctr2 = 0; ctr2 < SelectedList.length; ctr2++) {
                        if (SelectedList[ctr2] == p_selText) {
                            SelectedList.splice(ctr2, 1);
                            break;
                        }
                    }
                    break;
            }
            Xrm.Page.getAttribute(plText).setValue(SelectedList.join("\r\n"));
        }
        function initColor() {
            for (var ctr3 = 0; ctr3 < FullList.options.length; ctr3++)
            { changeColor(new_deSelColor, ctr3); }
        }
        function changeColor(newColor, newCtr) {
            crmForm.all[plOptions][newCtr].style.backgroundColor = newColor;
        }
    }
    catch (e)
         { alert(e.description); }
}