Microsoft Dynamics CRM 2011 – Javascript to display associated views

This 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

Follow Bill on Google+

RSM Staff