Monthly Archives: September 2010

How To – Series 2: How to make Phone Number field as CTI integrable or make IFrame look alike Label on Crm Form

There are situations, where you want to display an IFrame which looks like label on crm form. These type of implementations sometimes targets to have CTI integrations with them. Here I want to share with you one of the approaches to implement that. Below is the screenshot of what actually I want to get finally:
Here I am displaying Business phone of the contact in an IFrame which looks like a label on the form.
1.       Create an HTML page with style properties set to as follows:
<body style=”background-color: #eaf3ff; font-size:0.7em; font-family:Tahoma, Verdana, Arial; font-style:normal”>
Here, I am setting background color of the HTML page to be default CRM form’s color(i.e. #eaf3ff), font size to 0.7em(em is preferable than px for IE) and font family to be CRM form’s default i.e Tahoma, Verdana, Arial. So that, our HTML form which will become source for the IFrame will look alike as Crm Fom.
2.       Deploy above HTML page to ISV folder(ISVContactSampleAppBusinessPhone.html).
3.       Create a Section in the crmForm with formatting properties as:
i.                    Layout:  Fixed-width Column
ii.                   Column Format: Two columns(1:1)
So that we can make our IFrame to occupy only one column in the crm form instead entire row.
4.       Create an IFrame and name it as IFRAME_MyBusinessPhone with the following properties
i.                     URL: ISVContactSampleAppBusinessPhone.html
ii.                   Label it as MyBusinessPhone and check it to display label on the form
iii.                  Select Number of rows as “1” and uncheck “Automatically expand to use available space” so that IFrame occupies only one row.
iv.                 Select scrolling as “Never” and uncheck to “Display Border”.
v.                   Add this IFrame to earlier created section.
5.       Go to form onLoad event and add following code:
document.getElementById(‘IFRAME_MyBusinessPhone_d’).innerHTML='<div style=”margin-top:2px; margin-left:2px”>’+crmForm.all.telephone1.DataValue+'</div>’;
document.getElementById(‘IFRAME_ MyBusinessPhone _d’).innerHTML='<div style=”margin-top:2px; margin-left:2px”></div>’;
Here I am giving div style margin as 2px so that it will be in align with IFrame’s label.
Finally, a simple IFrame and a HTML page with few properties set to will make a Magic….!!!!!!

How To – Series 1: How to add/change filter criteria of a Lookup field in Java Script

Hi all… This is my first blog post in How-To Series.

Let’s consider a scenario, where we have three picklist fields on a form and the Lookup filed search criteria is depended on selected picklist values. For an instance, if we have Account Type, Product Type and Call Type as picklists and the requirement is like by the time user clicks on the Lookup filed it should have below as the filter criteria

1. Include only the picklists whose value is selected
2. If none of the picklist is selected then display all active records

Below is the code which needs to be placed in the onLoad of the crmForm. As the fetchxml code needs to be changed as per the user picklist selection, I have declared four variables named param, headparam, tailparam and bodyparam. In which bodyparam content is changing as per the user selection. Finally I am concatenating headparam, bodyparam and tailparam to generate required fetchxml code. I am implementing entire code as a function so that it can be called from the picklist’s onchange events instead copy and pasting entire code each and every place.

crmForm.lookupquery = function xyz() {
var field = crmForm.all.abaxis_lookupid;
    field.lookupbrowse = 1;
    var headparam = “<fetch mapping=’logical’><entity name=’new_myentity’><all-attributes /><filter type=’and’>”;
    var tailparam = “</filter></entity></fetch>”;
    var bodyparam = “”;
    var param = “”;
    if (crmForm.all.new_plproducttype.DataValue != null)
        bodyparam = bodyparam + “<condition attribute=’new_producttype’ operator=’eq’ value='” + crmForm.all.new_plproducttype.DataValue[0].id + ” ‘/>”;
    if (crmForm.all.new_placcounttype.DataValue != null)
        bodyparam = bodyparam + “<condition attribute=’new_accounttype’ operator=’eq’ value='” + crmForm.all.new_placcounttype.DataValue + ” ‘/>”;
    if (crmForm.all.new_plcallfor.DataValue != null)
        bodyparam = bodyparam + “<condition attribute=’new_callfor’ operator=’eq’ value='” + crmForm.all.new_plcallfor.DataValue + ” ‘/>”;
    if (bodyparam == “”)
        bodyparam = “<condition attribute=’statecode’ operator=’eq’ value=’0’/>”;
    param = headparam + bodyparam + tailparam;

    field.AddParam(“search”, param);

 Add crmForm.lookupquery(); to all the picklist attributes onChange() event so that as soon as a picklist value is changed lookup field filter criteria will also be changed.

Hope it helps you..!!!!