Microsoft Dynamics CRM 4.0 tabSet list
As I explained in another article, when you want to retrieve to name of the entity displayed in a CRM page it's easy to check for the etc parameter and then translate the number to a name by calling the MetaData service. But, as I also said, when you check for the page "areas.aspx", you don't have the entity number of the related entity... instead you get a tabSet parameter. The tabSet contains either the relationship name or a tabSet name...
Because the same related entity can have multiple tabSet names, I decided to list everything I found to simplify the job for you (I all got those using Fiddler and clicking on every link of related entities in CRM...).
| Area name |
Related entity name |
| areaActivities |
ActivityPointer |
| areaActivityHistory |
ActivityPointer |
| areaAsyncOperations |
WFProcess |
| areaRelationships |
CustomerRelationship |
| areaRelationship |
CustomerRelationship |
| areaContacts |
Contact |
| areaSubConts |
Contact |
| areaSubAccts |
Account |
| areaAddresses |
CustomerAddress |
| areaOpps |
Opportunity |
| areaOpportunities |
Opportunity |
| areaQuotes |
Quote |
| areaOrders |
SalesOrder |
| areaInvoices |
Invoice |
| areaService |
Incident |
| areaCases |
Incident |
| areaContract |
Contract |
| areaListsInSFA |
List |
| areaCampaignsInSFA |
Campaign |
| areaProducts |
Product |
| areaSubs |
Product |
| areaComp |
Competitor |
| areaComps |
Competitor |
| areaSalesLit |
SalesLiterature |
| areaItems |
ProductPriceLevel |
| areaContractLines |
ContractDetail |
| areaRoles |
Role |
| areaTeams |
Team |
| areaServices |
Service |
| areaResourceGroup |
ResourceGroup |
| areaResourceGroups |
ResourceGroup |
| areaUsers |
SystemUser |
| areaBiz |
BusinessUnit |
| areaResource |
Resource |
| areaUnits |
UoM |
| areaPrices |
ProductPriceLevel |
| areaMembers |
SystemUser |
| areaExistingProducts |
QuoteDetail
SalesOrder
Invoice |
| areaWriteInProducts |
QuoteDetail
SalesOrder
Invoice |
All this may save you some hours of clicking !
JavaScript AJAX wrapper for CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
This class is a clean wrapper for all your AJAX calls.
JavaScript AJAX wrapper for CRM 4.0
function AjaxWrapper()
{
var object = this;
object.Request = NewRequest();
object.Request.onreadystatechange = CompleteRequest;
this.Sync = true;
this.Method = "GET";
this.URL = "";
this.WebServiceMethod = "";
this.Parameters = new ParameterCollection();
this.Execute = ExecuteRequest;
this.AsyncCallbackMethod = null;
this.ResultXML = null;
this.ResultText = null;
function NewRequest()
{
if (window.XMLHttpRequest)
return new XMLHttpRequest();
else
return new ActiveXObject("Microsoft.XMLHTTP");
}
function ExecuteRequest()
{
var parameters = object.Parameters.toString();
ResetRequest();
if (this.Method.toUpperCase() == "POST")
{
if (object.WebServiceMethod.length > 0)
object.Request.open(object.Method, object.URL + "/" + object.WebServiceMethod, !object.Sync);
else
object.Request.open(object.Method, object.URL, !object.Sync);
object.Request.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
object.Request.send(object.Parameters);
}
else if (this.Method.toUpperCase() == "GET")
{
if (object.WebServiceMethod.length > 0 && parameters.length > 0)
object.Request.open(object.Method, object.URL + "/" + object.WebServiceMethod + "?" + parameters, !object.Sync);
else if (object.WebServiceMethod.length > 0)
object.Request.open(object.Method, object.URL + "/" + object.WebServiceMethod, !object.Sync);
else if (parametres.length > 0)
object.Request.open(object.Method, object.URL + "?" + parameters, !object.Sync);
else
object.Request.open(object.Method, object.URL, !object.Sync);
object.Request.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
object.Request.send();
}
else
{
throw "The method '" + this.Method.toUpperCase() + "' is not supported !";
}
if (object.Sync)
FinishRequest(object.Request.responseText);
}
function CompleteRequest()
{
if (object.Request.readyState == 4)
{
if (object.Request.status == 200)
{
FinishRequest(object.Request.responseText);
if (object.AsyncCallbackMethod != null)
object.AsyncCallbackMethod();
}
}
}
function ResetRequest()
{
object.Request = NewRequest();
object.Request.onreadystatechange = CompleteRequest;
}
function FinishRequest(retourTexte)
{
var xmlDoc = new ActiveXObject("MSXML2.DOMDocument");
object.ResultText = object.Request.responseText;
try
{
xmlDoc.loadXML(object.Request.responseText);
if (xmlDoc.parsed && xmlDoc.xml.length > 0)
object.ResultXML = xmlDoc;
else
object.ResultXML = null;
}
catch (ex)
{
object.ResultXML = null;
}
}
}
The ParameterCollection to help adding QueryString parameters safely (well-encoded values)
function ParameterCollection()
{
this._list = new Array();
this.Add = function (name, value)
{
this._list[this._list.length] = new Array(name, value);
}
this.toString = function ()
{
var queryString = "";
for (var i=0; i<this._list.length; i++)
{
if (queryString.length > 0)
queryString = queryString + "&";
queryString = queryString + this._list[i][0] + "=" + encodeURIComponent(this._list[i][1]);
}
return queryString;
}
}
Hide and show items in a picklist in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
Those methods seems a lot more complicated than they has to be because we can't really hide and show items in picklists (HTML select). In HTML if you want to hide an "option" of a select, you need to remove it ! So when you want to show it back again you need to readd it to the list, and in addition to that, it will be placed at the end, not where he was before... so I created methods to help people to really hide and show CRM picklist items only by their value.
Hide a picklist item in CRM 4.0
function HidePickListItem(listID, value)
{
var objList = document.getElementById(listID);
// If the list has never been saved, save it now
if (objList.SavedList == null)
{
var arrListe = new Array();
for (var i=0; i<objList.options.length; i++)
{
arrListe[i] = new Object();
arrListe[i].value = objList.options[i].value;
arrListe[i].Libelle = objList.options[i].text;
arrListe[i].Visible = true;
}
objList.SavedList = arrListe;
}
for (var i=0; i<objList.SavedList.length; i++)
if (objList.SavedList[i].value == value)
objList.SavedList[i].Visible = false;
for (var i=objList.options.length - 1; i>=0; i--)
if (objList.options[i].value == value)
objList.options.remove(i);
}
Show a picklist item that has been hidden in CRM 4.0
function ShowPickListItem(listID, value)
{
var objList = document.getElementById(listID);
if (objList.SavedList !=
null)
{
var selValue =
null;
var indexInsertion = 0;
for (
var i=0; i<objList.SavedList.length; i++)
if (objList.SavedList[i].value == value)
objList.SavedList[i].Visible =
true;
// Keep the selected value so we can reselect it after
if (objList.selectedIndex > -1)
selValue = objList.options[objList.selectedIndex].value;
// Remove all the items in the list
for (var i=objList.options.length - 1; i>=0; i--)
objList.options.remove(i);
// Add the items that must be visible
for (var i=0; i<objList.SavedList.length; i++)
{
if (objList.SavedList[i].Visible)
{
var oOption = document.createElement('option');
oOption.text = objList.SavedList[i].Libelle;
oOption.value = objList.SavedList[i].value;
objList.options.add(oOption);
}
}
// Reselect the item that was selected
for (var i=0; i<objList.options.length; i++)
if (objList.options[i].value == selValue)
objList.selectedIndex = i;
}
}
Maximize the CRM child windows
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM. One of the client need was that all the windows appear fullscreen because their users are not familiar with mutliple levels of pop-up so by maximizing every window, you always have the feeling to be in the same window.
Maximize the window in CRM 4.0
function MaximizeWindow()
{
window.moveTo(0, 0);
window.resizeTo(screen.width, screen.height);
}
How to get selected items in a CRM grid in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
Get the selected items in a CRM grid in CRM 4.0
With this function you get only the GUIDs of the records selected.
function GetSelectedItemsInGrid()
{
return getSelected("crmGrid");
}
How to hide and show left navigation items in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
The first you need to do when you want to manipulate the left navigation section is to create a general function to get a reference to a navigation block. The reason is because each time you want to hide or show a block or nav item you need the DOM reference of the navigation block so instead of copying the code every time, you write a function and you call it everywhere.
Get the DOM reference to a left navigation block in CRM 4.0
function GetNavBlock(block)
{
var objBlockDetails = document.getElementById("_NA_Info");
var objBlockSales = document.getElementById("_NA_SFA");
var objBlockService = document.getElementById("_NA_CS");
var objBlockMarketing = document.getElementById("_NA_MA");
var objNavBlock = null;
if (objBlockDetails.innerText.substr(0, objBlockDetails.innerText.indexOf(":")).toLowerCase() == block.toLowerCase())
objNavBlock = objBlockDetails;
else if (objBlockSales.innerText.substr(0, objBlockSales.innerText.indexOf(":")).toLowerCase() == block.toLowerCase())
objNavBlock = objBlockSales;
else if (objBlockService.innerText.substr(0, objBlockService.innerText.indexOf(":")).toLowerCase() == block.toLowerCase())
objNavBlock = objBlockService;
else if (objBlockMarketing.innerText.substr(0, objBlockMarketing.innerText.indexOf(":")).toLowerCase() == block.toLowerCase())
objNavBlock = objBlockMarketing;
else
throw "The navigation block '" + block + "' doesn't exists.";
return objNavBlock;
}
Hide a navigation block in CRM 4.0
function HideNavBlock(block)
{
var objNavBlock = GetNavBlock(block);
objNavBlock.parentElement.style.display = "none";
}
Show a navigation block in CRM 4.0
function ShowNavBlock(block)
{
var objNavBlock = GetNavBlock(block);
objNavBlock.parentElement.style.display = "";
}
Hide a navigation item in a navigation block in CRM 4.0
function HideNavItem(block, item)
{
var objNavBlock = GetNavBlock(block);
for (var i=0; i<objNavBlock.nextSibling.childNodes.length; i++)
{
var menuItem = objNavBlock.nextSibling.childNodes[i];
if (menuItem.childNodes[0].childNodes[1].innerText == item)
menuItem.style.display = "none";
}
}
Show a navigation item in a navigation block in CRM 4.0
function ShowNavItem(block, item)
{
var objNavBlock = GetNavBlock(block);
for (var i=0; i<objNavBlock.nextSibling.childNodes.length; i++)
{
var menuItem = objNavBlock.nextSibling.childNodes[i];
if (menuItem.childNodes[0].childNodes[1].innerText == item)
menuItem.style.display = "";
}
}
How to hide, show and select tabs in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
Hide a tab in CRM 4.0
function HideTab(tabNumber)
{
var tab = document.getElementById("tab" + (tabNumber - 1).toString() + "Tab");
tab.style.display = "none";
}
Show a tab in CRM 4.0
function ShowTab(tabNumber)
{
var tab = document.getElementById("tab" + (tabNumber - 1).toString() + "Tab");
tab.style.display = "";
}
Select a tab in CRM 4.0
function SelectTab(tabNumber)
{
var tab = document.getElementById("tab" + (tabNumber - 1).toString() + "Tab");
tab.click();
}
How to hide and show sections in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
Hide a section in a tab in CRM 4.0
function HideSection(tabNumber, sectionNumber)
{
var tab = document.getElementById("tab" + (tabNumber - 1).toString());
tab.childNodes[0].rows[(sectionNumber - 1).toString()].style.display = "none";
}
Show a section in a tab in CRM 4.0
function ShowSection(tabNumber, sectionNumber)
{
var tab = document.getElementById("tab" + (tabNumber - 1).toString());
tab.childNodes[0].rows[(sectionNumber - 1).toString()].style.display = "";
}
How to disable and enable fields in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
Disable a field in CRM 4.0
function DisableField(id)
{
var lookup = id.indexOf('_ledit') > 0;
var objField = lookup ? crmForm.all[id.replace('_ledit', '')] : crmForm.all[id];
if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "radio")
objField.disabled = true;
else if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "checkbox")
objField.disabled = true;
else if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "text")
objField.readOnly = true;
else if (objField.tagName.toUpperCase() == "SELECT")
objField.disabled = true;
else if (objField.tagName.toUpperCase() == "TEXTAREA")
objField.readOnly = true;
else
objField.Disabled = true;
if ((objField.tagName.toUpperCase() == "INPUT" && objField.type != "radio" && objField.type != "checkbox") || objField.tagName.toUpperCase() == "SELECT" || objField.tagName.toUpperCase() == "TEXTAREA")
objField.style.backgroundColor = "#DDDDDD";
}
Enable a field in CRM 4.0
function EnableField(id)
{
var lookup = id.indexOf('_ledit') > 0;
var objField = lookup ? crmForm.all[id.replace('_ledit', '')] : crmForm.all[id];
if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "radio")
objField.disabled = false;
else if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "checkbox")
objField.disabled = false;
else if (objField.tagName.toUpperCase() == "INPUT" && objField.type != "text")
objField.readOnly = false;
else if (objField.tagName.toUpperCase() == "SELECT")
objField.disabled = false;
else if (objField.tagName.toUpperCase() == "TEXTAREA")
objField.readOnly = false;
else
objField.Disabled = false;
if ((objField.tagName.toUpperCase() == "INPUT" && objField.type != "radio" && objField.type != "checkbox") || objField.tagName.toUpperCase() == "SELECT" || objField.tagName.toUpperCase() == "TEXTAREA")
objField.style.backgroundColor = "";
}
How to hide and display fields in CRM 4.0
If you already worked with Microsoft Dyamics CRM 4.0, you know that almost everything you do with JavaScript is considered a "hack" because you manipulate the DOM of the pages by yourself. Because of this I decided to give you some help with differents helper methods I developped at my day job.
I'm currently working on a big development project involving CRM.
How to hide a field in CRM 4.0
Here's a secure method that will correctly hide a field (lookups are a bit tricky).
function HideField(id)
{
var objField = crmForm.all[id];
var lookup = id.indexOf('_ledit') > 0 || objField.tagName.toUpperCase() == "IMG";
var objFieldLookup = objField.tagName.toUpperCase() == "IMG" ? crmForm.all[id + '_d'] : crmForm.all[id.replace('_ledit', '_d')];
objField.style.visibility = 'hidden';
if (lookup)
objFieldLookup.style.visibility = 'hidden';
}
How to show a field in CRM 4.0
Here's a secure method that will correctly show a field
function ShowField(id)
{
var objField = crmForm.all[id];
var lookup = id.indexOf('_ledit') > 0 || objField.tagName.toUpperCase() == "IMG";
var objFieldLookup = objField.tagName.toUpperCase() == "IMG" ? crmForm.all[id + '_d'] : crmForm.all[id.replace('_ledit', '_d')];
objField.style.visibility = 'visible';
if (lookup)
objFieldLookup.style.visibility = 'visible';
}