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Retrieve records with Fetchxml using Jscript – CRM 2011
Retrieve the records using FetchXML is a convenient way as we can form the FetchXML easily using the ‘Advanced Find’ .
Download Fetch XML
Once you have the FetchXML ready, below is the JScript to execute and read the result set.
- In this sample, I am fetching records from custom entity “Bikes” which has relationship with ‘Contact’ entity. (i.e., Fetch all the bikes of a Contact whose full name contains ‘Raj’)
- Note – I am using “xrmservicetoolkit” helper Jscript which is available in CodePlex. You just need to download the Jscript and refer to your CRM form.
function getBikesByContactName() {
var fetchXml =
“<fetch mapping=’logical’>” +
“<entity name=’raj_bike’>” +
“<attribute name=’raj_name’ />” +
“<attribute name=’createdon’ />” +
“<link-entity name=’contact’ from=’contactid’ to=’raj_customerid’ alias=’ad‘>” +
“<attribute name=’fullname’ />” +
“<filter type=’and’>” +
“<condition attribute=’fullname’ operator=’like’ value=’%raj%’ />” +
“</filter>” +
“</link-entity>” +
“</entity>” +
“</fetch>”;
// Execute the fetch
var bikes = XrmServiceToolkit.Soap.Fetch(fetchXml);
// Get the results by loop through ‘bikes’
for (var indxBikes = 0; indxBikes < bikes.length; indxBikes++) {
alert(“Bike Name – “+bikes[indxBikes].attributes.raj_name.value);
alert(“Created On – “+bikes[indxBikes].attributes.createdon.value);
// Get the related entity (i.e., Contact) attributes using LinkEntity alias)
alert(“Related entity attribute (Contact Name) – ” + bikes[indxBikes].attributes.ad.fullname.value);
}
}
🙂
Filtering Lookup view based on custom logic CRM 2011
In one of my requirement, I have to filter my lookup view results based on another lookup field value.
I have 2 Lookup fields on my form
- Product
- Product Category
When I click on “Product” lookup, I have to show only Products with category as “Product Category” field value.
Filter Lookup View
We can achieve this requirement using Jscript by following below steps
- Create a new view with our filter
- Use the SDK method addCustomView, to add newly created view for the lookup dialog box
- Set this view as default view
- Disable the view selector to avoid user to select other views from Lookup dialog
- Put above logic in a function register it on “onchange” event of “Product Category” field
Below is the Jscript function
function createAndSetLookupView() {
// Some GUID but only needs to be unique among the other available views for the lookup
var viewId = “{CB6F8184-D7C2-4664-9FAB-18FD9DCDB22A}”;
// Name of the view
var viewDisplayName = “My filtered view”;
// Prepare the xml with columns to display and filter
// Tip : Use Advanced Find to prepare th FetchXML
var fetchXml = “<fetch version=’1.0′ ” +
“output-format=’xml-platform’ ” +
“mapping=’logical’>” +
“<entity name=’new_product’>” +
“<attribute name=’new_productid’ />” +
“<attribute name=’new_name’ />” +
“<attribute name=’new_categoryid’ />” +
“<attribute name=’createdon’ />” +
“<order attribute=’new_name’ ” +
“descending=’false’ />” +
“<filter type=’and’>” +
“<condition attribute=’new_categoryid’ ” +
“operator=’eq’ ” +
“uiname='” + {categoryName} + “‘ ” +
“uitype=’new_category’ ” +
“value='” + {categoryGUID} + “‘ />” +
“</filter>” +
“</entity>” +
“</fetch>”;
var layoutXml = “<grid name=’resultset’ ” +
“object=’1′ ” +
“jump=’new_name’ ” +
“select=’1′ ” +
“icon=’1′ ” +
“preview=’2′>” +
“<row name=’result’ ” +
“id=’new_productid’>” +
“<cell name=’new_name’ ” +
“width=’150′ />” +
“<cell name=’new_categoryid’ ” +
“width=’150′ />” +
“<cell name=’createdon’ ” +
“width=’100′ />” +
“</row>” +
“</grid>”;
try {
// Lookup field which you want to add new view
var lookupControl = Xrm.Page.ui.controls.get(“new_productid”);
// Add the created view to Product lookup and set this view as default
lookupControl.addCustomView(viewId, “new_product”, viewDisplayName, fetchXml, layoutXml, true);
//Disable “View Selection” dropdown of “Product” lookup dialog
document.getElementById(“new_productid”).setAttribute(“disableViewPicker”, “1”);
}
catch (e) {
alert(“Error in createAndSetLookupView() – ” + e.description);
}
}
🙂
The server was unable to process the request due to an internal error – plugin registration tool
The other day my plugin registration tool suddenly stopped connecting to my CRM server and was getting below error
Unhandled Exception: System.ServiceModel.FaultException: The server was unable to process the request due to an internal error
Below steps helped me to resolve the issue
- Go to “Plugin Registration Tool” physical folder
- Delete existing “Microsoft.Crm.Sdk.Proxy.dll” and “Microsoft.Xrm.Sdk.dll”
- Get back the 2 .dlls either from CRM SDK or from “C:\Program Files\Microsoft Dynamics CRM\Server\bin” path of CRM server machine
- Paste them in “Plugin Registration Tool” folder
- Reset the IIS
- Open the Plugin Registration Tool and try to connect to the server
🙂
Retrieve associated records (N:N related)
In CRM, If you create N:N relationship between 2 entities, it creates an intermediate entity (i.e., Relationship Entity) with 3 fields
- Primary key field of “Relationship Entity”
- Entity 1 Primary Key field
- Entity 2 Primary Key field
N to N Relationship
In this sample, I have 2 custom entities “Bike” and “Bond” with N:N association. (i.e., A ‘Bike’ can have N no of ‘Bonds’ and a ‘Bond’ can be associate with N ‘Bikes’)
To get all the ‘Bonds’ of ‘Bike’ with name “Honda”, below is the query expression.
string entity1 = “raj_bike”;
string entity2 = “raj_bond”;
string relationshipEntityName = “raj_bike_bond”;
QueryExpression query = new QueryExpression(entity1);
query.ColumnSet = new ColumnSet(true);
LinkEntity linkEntity1 = new LinkEntity(entity1, relationshipEntityName, “raj_bikeid”, “{Entity 1 Primary key field (i.e.,raj_bikeid)}“, JoinOperator.Inner);
LinkEntity linkEntity2 = new LinkEntity(relationshipEntityName, entity2, “raj_bondid”, “{Entity 2 Primary key field (i.e.,raj_bondid)}“, JoinOperator.Inner);
linkEntity1.LinkEntities.Add(linkEntity2);
query.LinkEntities.Add(linkEntity1);
// Add condition to match the Bike name with “Honda”
linkEntity2.LinkCriteria = new FilterExpression();
linkEntity2.LinkCriteria.AddCondition(new ConditionExpression(“raj_bikename”, ConditionOperator.Equal, “Honda”));
EntityCollection collRecords = service.RetrieveMultiple(query);
Note : To retrieve columns from Entity 2, set ‘Alias’ to ‘LinkEntity2’.
🙂
Rajeev Pentyala - Microsoft Power Platform 