customize picklist in crm 4.0

just open OnLoad event:

var ShipCode = crmForm.all.address1_shippingmethodcode;

ShipCode.style.display = "none";

var addDiv = document.createElement("<div style='overflow-y:auto; height:100px; border:1px#6699cc solid; background-color:#ffffff;' />");

ShipCode.parentNode.appendChild(addDiv);

for( var i = 1; i < ShipCode.options.length; i++ )

 {

    var SCOption = ShipCode.options[i];

   

    var addInputCheckBox = document.createElement("<input type='checkbox' style='border:none; width:20px; align:left;' />" );

   

    var addLabel = document.createElement( "<label />");

    addLabel.innerText = SCOption.text;

    var addBr = document.createElement( "br");

   

    ShipCode.nextSibling.appendChild(addInputCheckBox);

    ShipCode.nextSibling.appendChild(addLabel);

    ShipCode.nextSibling.appendChild(addBr);

 }

inherit account information from contact

Hello all,
Here i have code that inherit account information from contact
add this code in the OnChange event of the parentcustomerid field



var accountid = crmForm.all.parentcustomerid.DataValue[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>"+accountid+"</id>"+
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>"+
"<q1:Attributes>"+
"<q1:Attribute>transactioncurrencyid</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);
}
// Display the retrieved value.
else
{
//alert(resultXml.selectSingleNode("//q1:transactioncurrencyid").nodeTypedValue);
}




// Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
// Create an object to add to the array.
   var lookupItem= new Object();
// Set the id, typename, and name properties to the object.
   lookupItem.id = resultXml.selectSingleNode("//q1:transactioncurrencyid").nodeTypedValue;
   lookupItem.typename = 'transactioncurrency';
   lookupItem.name = resultXml.selectSingleNode("//q1:transactioncurrencyid").getAttribute("name");
// Add the object to the array.
   lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
   crmForm.all.transactioncurrencyid.DataValue = lookupData;


Now u can change the code as per your requirement.
if u have any doubt then u can ask freely

disable field and hide/unhide field, section and form

disable field


    crmForm.all.new_link.disabled = false;  //disable the field
    crmForm.all.new_link.disabled = true;   //enable the field

hide/unhide field


    crmForm.all.<fieldname>_c.style.display = "none";
    crmForm.all.<fieldname>_d.style.display = "none";

hide/unhide section

    crmForm.all.<fieldname>.parentElement.parentElement.parentElement.style.display="none";

   another way :


    document.getElementById("tab<tabNo>").childNodes[0].rows[<sectionNo>].style.display = "none";
    // <tabNo> is zero based tab number from left. <sectionNo> is zero based section number from top.

hide/unhide tab


   document.getElementById("tab<tabNo>Tab").style.display = "none";
   // <tabNo> zero based tab number from left

Button in CRM

it is very easy to create button in CRM.

just follow the step.

1. create one text attribute.
2. named new_link.
3. put the below code in OnLoad vent of the form.




//CRM 4.0-Style button creator
//Creates a Button from a Textattribute.
//For every Button you need, create a nText Attribute and place it on the Form
//mario raunig, world-direct 04/2008

function create_button_from_textattribute(fieldname, buttontext, buttonwidth,clickevent)
{
functiontocall=clickevent;
crmForm.all[fieldname].DataValue = buttontext;
crmForm.all[fieldname].style.borderRight="#3366cc 1px solid";
crmForm.all[fieldname].style.paddingRight="5px";
crmForm.all[fieldname].style.borderTop="#3366cc 1px solid";
crmForm.all[fieldname].style.paddingLeft="5px";
crmForm.all[fieldname].style.fontSize="11px";
crmForm.all[fieldname].style.backgroundImage="url(/_imgs/btn_rest.gif)";
crmForm.all[fieldname].style.borderLeft="#3366cc 1px solid";
crmForm.all[fieldname].style.width=buttonwidth;
crmForm.all[fieldname].style.cursor="pointer";
crmForm.all[fieldname].style.lineHeight="18px";
crmForm.all[fieldname].style.borderBottom="#3366cc 1px solid";
crmForm.all[fieldname].style.backgroundRepeat="repeat-x";
crmForm.all[fieldname].style.fontFamily="Tahoma";
crmForm.all[fieldname].style.height="20px";
crmForm.all[fieldname].style.backgroundColor="#cee7ff";
crmForm.all[fieldname].style.textAlign="center";
crmForm.all[fieldname].style.overflow="hidden";
crmForm.all[fieldname].attachEvent("onmousedown",push_button);
crmForm.all[fieldname].attachEvent("onmouseup",release_button);
crmForm.all[fieldname].attachEvent("onclick",functiontocall);
}

function push_button(){
window.event.srcElement.style.marginLeft="1px";
window.event.srcElement.style.marginTop="1px";
}

function release_button(){
window.event.srcElement.style.marginLeft="0px";
window.event.srcElement.style.marginTop="0px";
}

// tell the button what to do
function testfunction()
{
alert('Ta-da!');
}

// create the button
create_button_from_textattribute('new_link', 'new resource','84px',testfunction);

enjoy it

Validation on the field

here some simple code to validate the field of the form in crm


main  phone

var e = /^(\+91[\-\s]?)?[123456789]\d{9}$/;


if(crmForm.all.telephone1.value.search(e) == -1)
{alert('number should be proper');
crmForm.all.telephone1.value = '';                  //to make field blank.
crmForm.all.telephone1.SetFocus();               //to set the focus on particular field.
event.returnValue=false;
}

fax

var e = /^[+]\d{12}$/;


if(crmForm.all.fax.value.search(e) == -1)
{alert('number should be proper');
crmForm.all.fax.value = '';
crmForm.all.fax.SetFocus();
event.returnValue=false;
}


city

var e = /^[a-zA-Z\s]+$/;
if (crmForm.all.address1_city.value.search(e)==-1)
{
  alert("Only alphbets or space allowed");
crmForm.all.address1_city.value = '';
crmForm.all.address1_city.SetFocus();
event.returnValue=false;
}


zip postal code

var e =/^\d{6}$/;


if(crmForm.all.address1_postalcode.value.search(e) == -1)
{alert('number should be proper');
crmForm.all.address1_postalcode.value = '';
crmForm.all.address1_postalcode.SetFocus();
event.returnValue=false;}

first name

var e = /^[a-zA-Z\s]+$/;
if (crmForm.all.firstname.value.search(e)==-1)
{
  alert("Only alphbets or space allowed");
 crmForm.all.firstname.value = '';
crmForm.all.firstname.SetFocus();
event.returnValue=false;
}

state/province

var e = /^[a-zA-Z\s]+$/;
if (crmForm.all.address1_stateorprovince.value.search(e)==-1)
{
  alert("Only alphbets or space allowed");
crmForm.all.address1_stateorprovince.value = '';
crmForm.all.address1_stateorprovince.SetFocus();
event.returnValue=false;
}

file browse button

very easy to create a file browse button.

follow the below step.

1. add one text attribute named new_filepath which store the path of the file that you have browse.
2. then add the following code in the OnLoad event of the form.


inputF = document.createElement('input');
inputF.type = 'file';
inputF.onchange = inputF_onChange;


tbl = crmForm.all.tab0.getElementsByTagName('table');
if (tbl && tbl[0])
{
    tbl[0].parentNode.insertBefore(inputF, tbl[0]);
}


function  inputF_onChange()
{
if (inputF && inputF.value)
crmForm.all.new_filepath.DataValue = inputF.value;
}

enjoy it.

Checkbox in crm 4.0

yes,it is possible to create checkbox in crm 4.0

the step which you have to follow is...

• create one picklist named new_picklist(you can keep different name also but then you have to change the name in the following code).
• then create another text attribute to store the value of checkbox.
• then put the following code in the Onload event of the form.

var PL = crmForm.all.new_picklist;
var PLV = crmForm.all.new_picklistvalue;

if( PL != null && PLV != null )
{
  PL.style.display = "none";
  PLV.style.display = "none";

  // Create a DIV container
  var addDiv = document.createElement("<div style='overflow-y:auto; height:80px; border:1px #6699cc solid; background-color:#ffffff;' />');
  PL.parentNode.appendChild(addDiv);

  // Initialise checkbox controls
  for( var i = 1; i < PL.options.length; i++ )
  {
    var pOption = PL.options[i];
    if( !IsChecked( pOption.text ) )
      var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />' );
    else
      var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />' );
 
    var addLabel = document.createElement( "<label />");
    addLabel.innerText = pOption.text;
 
    var addBr = document.createElement( "
"); //it's a 'br' flag
 
    PL.nextSibling.appendChild(addInput);
    PL.nextSibling.appendChild(addLabel);
    PL.nextSibling.appendChild(addBr);
  }
 
  // Check if it is selected
  function IsChecked( pText )
  {
    if(PLV.value != "")
    {
      var PLVT = PLV.value.split("||");
      for( var i = 0; i < PLVT.length; i++ )
      {
        if( PLVT[i] == pText )
          return true;
      }
    }
    return false;
  }
 
  // Save the selected text, this filed can also be used in Advanced Find
  crmForm.attachEvent( "onsave" , OnSave);
  function OnSave()
  {
    PLV.value = "";
    var getInput = PL.nextSibling.getElementsByTagName("input");
 
    for( var i = 0; i < getInput.length; i++ )
    {
      if( getInput[i].checked)
      {
        PLV.value += getInput[i].nextSibling.innerText + "||";
      }
    }
  }
}