Task-10

-

User Story: -

Create an HTML page and show the account mark in red color font for city equal to dallas, show in left navigation form.


Detailed Explanation: -

We should create an HTML page and show it left navigation, in that HTML page we should show the list of accounts available in the CRM and accounts with dallas as city should be in red color font.

Sudo Code: -

  • Create an HTML page, and inside the <script> tags provide the JavaScript code.
  • In this JavaScript code, I should retrieve the list of account names with city names in the CRM by using Xrm.WebApi.online.retrieveMultipleRecords method, we need to provide "parent" in front of this method to access it from the parent HTML page context.
  • You can get this code by using REST builder.
  • Using for loop for each record, you should create an HTML paragraph element with textContent as the name of the account record.
  • Now check the condition if the city name equals Dallas check for lower and upper cases using ToLower().
  • If the condition is satisfied then set the HTML color to red.
  • Append the element to the main div element.
  • Now create an HTML web resource with the HTML code we wrote.
  • Open CRM advanced settings => Customization => Customize the system => Client Extension.
  • Here you can select the required Model Driven App or you can select the Site Map to add to Custom-D365 
  • Here you can Add your web resource by selecting the Type as Web Resource.



HTML Code: -

<html>


<head>
    // we can write the JS function within script tags and call it
</head>

<body>  
    <div id="ListOfRecords"></div>
    <script>
        let ListOfRecords = document.getElementById("ListOfRecords");

        // "parent" is used to call previous context methods or variables...etc
        // because Xrm in not defined in this new HTML page.
        parent.Xrm.WebApi.online.retrieveMultipleRecords("account", "?$select=address1_city,name").then(
            function success(results) {

                for (var i = 0; i < results.entities.length; i++) {
                    var address1_city = results.entities[i]["address1_city"];
                    var name = results.entities[i]["name"];
                    let id = "element" + i;

                    // Creating Paragraph element
                    let list_Item = document.createElement("p");
                    list_Item.id = id;

                    list_Item.textContent = name;
                    if (address1_city != null) {
                        if (address1_city.toLowerCase() == "dallas") {
                            list_Item.style.color = "red";
                        }

                    }
                    ListOfRecords.appendChild(list_Item);


                }
            },
            function (error) {
                parent.Xrm.Utility.alertDialog(error.message);
            }
        );

    </script>

</body>

</html>








Results: -



Comments

Post a Comment

Popular posts from this blog

How to create an Azure AD(Active Directory) and create an application to connect Dynamics 365 from console application

-
Image
 Steps: - Video link :  How to connect console application to connect Dynamics 1. Open Azure Portal 2. Login with your CRM login Credentials 3. open Microsoft Entra ID 4. click App registrations. 5. select New registration 6. After Registering the application, you will get the Application Id (Client Id)..etc save the details. 7. Select App Permissions, click on Add permission, then select Dynamics 365. 8. Grant permissions to the created permissions. 9. Select Client & secrets, then click on New client secret, and provide the appropriate details. 10. After creating a secret you should copy the secret value, otherwise you cannot copy it later. 11. Open Power portal administrator, login with your CRM credentials. 12. Select your required environment, open users. 13. select application users, then select +New app user. 14. click on "Add an app", then select the created Azure application. 15. Provide the security role as System administrator, because it has the highest privil
Read more

Task -6 JavaScript , Regular expressions

-
Image
User Story: -   On Change of phone number, need to validate, it should contain only numbers and + symbol if any other characters are there then show the error "Invalid value, please enter only numbers or +" Sudo Code: -   1. Create a javascript function with executionContext as a parameter. 2. Retrieve the phone number field value. 3. Create a pattern to check the value contains numbers and + only by using javascript regular expressions. 4. Using "test" string method check the requirement, it returns true or false. 5. If the return value is false then set Notification to the phone number field using setNotification control method. 6. If the return value is true then clear Notification to the phone number field using clear Notification control method. 7. Create a web resource using this javascript code and publish it. 8. Create an OnChange event to the phone number field using this web resource and function. Show Error message if mobile number field contains charact
Read more

Task_1 JavaScript

-
Image
 User Story In the Case entity, based on Incident type selection, filter the Case category using the category-Incident master entity  Sudo Code Tasks 1. Create Incident type entity -- 30 mins 2. Create a Case category entity 3. Create a Category-Incident master entity 4. In case entity provide the lookup of the Incident type and Case category. 5. On change of Incident type __ form type 1    Read the selected incident type      Read the case category    If the Incident type is null then disable the case category    If the Incident type is not null then enable the case category => Also apply this code in the OnLoad event. 6. Create Incident type and case category lookup fields in Case Entity. 7. Prepare fetchXML from the advanced find view to get the case categories based on incident type  8. On Change event of the incident field, if the Incident field is not null Create a custom filter view to show retrieved case categories and apply it to the case category lookup field. 8. OnChange
Read more