RSMUS.comThis post is a companion post of Microsoft Dynamics CRM 2011 – Activity Sub-grids only display regarded records, which details a known CRM 2011 issue with Activity Sub-grids. This article provides CRM 2011 javascript to display the activity associated views, in the same manner as we did in CRM 4.0. Please read the end of this post where I detail the caveats of using this workaround with CRM 2011. The original javascript for 4.0 was authored by Daniel Cai here: mscrm-40-remove-existing-xxxxx-to-this.html.
/**
* Load an associated view into an IFrame, hide it from LHS navigation menu,
* and remove "Add Existing" button in the associated view.
* @author Daniel Cai, http://danielcai.blogspot.com/
*
* Parameters:
* @param iframe: The IFrame's object, e.g. crmForm.all.IFrame_Employer_Address
* @param navItemId: LHS navigator's HTML element ID of the associated view.
It usually starts with "nav".
* @param relName: The relationship name, this parameter is only required
* when you want to remove "Add Existing" button.
* Modified by Bill Caldwell for CRM 2011. There was some laziness here in not porting all the code to CRM 2011 javascript
* Removed, "Removed 'Add Existing' button" because N/A in 2011. Removed code to remove from left navigation on form since this can be done OOB with CRM 2011.
* Insert entire code into On load function or call function from on load event (see last line of code)
* No code to account for "new" record, so it looks ugly on new record. Very easy to add this though.
* This is not an issue if your contacts are always created from leads (as was the case with my project).
* The subgrid for Current activities is probably fine. For historical, it's not since only "regarding" records show.
*/
function loadAssociatedViewInIFrame(iframe, navItemId, relName) {
var clickActionPattern = /loadArea(['"]{1}([A-Za-z0-9_]+)['"]{1}(, ?['"]x26roleOrdx3d(d)['"])*).*/;
var roleOrd;
var getFrameSrc = function (areaId) {
var url = "areas.aspx?oId=" + encodeURI(Xrm.Page.data.entity.getId());
url += "&oType=" + crmForm.ObjectTypeCode;
url += "&security=" + crmFormSubmit.crmFormSubmitSecurity.value;
url += "&tabSet=" + areaId;
url += (!roleOrd) ? "" : "&roleOrd=" + roleOrd;
return url;
};
var onReadyStateChange = function () {
if (iframe.readyState === 'complete') {
var frameDoc = iframe.contentWindow.document;
// Remove the padding space around the iframe
//frameDoc.body.scroll = "no";
//frameDoc.body.childNodes[0].rows[0].cells[0].style.padding = "0px";
}
};
(function init() {
if (!Xrm.Page.data.entity.getId()) return;
var navItem = document.getElementById(navItemId);
if (!navItem) return;
var clickAction = navItem.getAttributeNode('onclick').nodeValue;
if (!clickAction || !clickActionPattern.test(clickAction))
return;
//navItem.style.display = 'none';
var areaId = clickAction.replace(clickActionPattern, '$1');
roleOrd = clickAction.replace(clickActionPattern, '$3');
iframe.src = getFrameSrc(areaId);
iframe.allowTransparency = true; // Get rid of the white area around the IFrame
iframe.attachEvent('onreadystatechange', onReadyStateChange);
})();
};
loadAssociatedViewInIFrame(crmForm.all.IFRAME_History, 'navActivityHistory', 'Contact_ActivityPointers');
Caveats:
- When using the javascript, you are not able to click in the grid area and see the ribbon change to be able to add an activity.
- You have to go to the “Add” tab at the top to be able to add new activities.
- The add, add existing and other toolbar buttons are no longer available in associated views in CRM 2011. Related to above item.
- The subgrids (because they are part of the form) automatically refresh when you add a new activity. This old school method using the javascript still requires you to click the refresh icon to see new activities or see them move from current to history.
- When I (Bill C) rewrote this for CRM 2011, I still used some CRM 4.0 object references which can probably be replaced with CRM 2011 references. They worked for me and I was under the gun, so I didn’t do it.
By: Bill Caldwell – Colorado Microsoft Dynamics CRM Partner
