JavaScript – getSaveMode

Quick post, hopefully useful reference material …. getSaveMode(), returns a value indicating how the save event was initiated. execObj.getEventArgs().getSaveMode() Note: Don’t forget that you will need to tick the option to return the context as the first parameter on your on-save event. Entity Event Mode Value All Save 1 All Save and Close 2 All Save…

Javascript – Set Lookup Details

In previous posts I describe some common functions I use to get field text values, set optionset values from text, set text field values etc. Here is another post containing a standard functions to set lookup values; // *** FUNCTION: SetLookUp // *** PARAMS: // *** fieldName = The name of the lookup field //…

CRM2015 – Multi Entity Search

I had to look this up, so thought doing a quick post might be useful! CRM2015 has the capability to support a multi-entity search. Very useful feature but how can it be customized? Search results, like the one below can be created by using the search text box in the main CRM navigation. Here you…

Javascript – getFormType

Quick post, hopefully useful for reference ….., getFormType() The getForType method is used to get the form context. The following table lists the form types that correspond to the return value. Xrm.Page.ui.getFormType(); Form Type Value Undefined 0 Create 1 Update 2 Read Only 3 Disabled 4 Quick Create 5 Bulk Edit 6 Read Optimized 11

Javascript – Prevent Save

From time to time you might need to add some validation to the save event of an entity, this actually used to be an approach I would use on a regular basis but since the introduction of business rules have found myself doing this less and less. But still, knowing the ability is available is…

Javascript – Notifications

It is possible (and now supported) to show notifications on CRM forms, use the following code to show notifications. Xrm.Page.ui.setFormNotification(<<Message>>, <<Level>>, <<uniqueId>>);   Xrm.Page.ui.setFormNotification(“Give some Info!”, “INFO”, “1”); Xrm.Page.ui.setFormNotification(“Give a warning!”, “WARNING”, “2”); Xrm.Page.ui.setFormNotification(“Give an error!”, “ERROR”, “3”);   The notifications will look like this …. You can also remove a notification using the command below;…

Javascript – Return Roles

Here is an example of the code needed in Microsoft Dynamics CRM 2015 to return the roles for the current user. function onLoad() { // ** Shows all the roles for current user var Roles = Xrm.Page.context.getUserRoles(); for (var i = 0; i < Roles.length; i++) { var RoleId = Roles[i]; var selectQuery = “/RoleSet?$top=1&$filter=RoleId…

Javascript – Form Navigate

As you can have multiple forms in Microsoft Dynamics CRM you may wish to navigate to a particular form from JavaScript. The function below can be used to change the currently selected form. ChangeForm(“Test Form”); function ChangeForm(formName) { var currentForm = Xrm.Page.ui.formSelector.getCurrentItem(); var availableForms = Xrm.Page.ui.formSelector.items.get(); if (currentForm.getLabel().toLowerCase() != formName.toLowerCase()) { for (var i in…