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Posts Tagged ‘Dynamics Portals’

Dynamics Portals – How to get the configured Portal’s URL

December 19, 2017 1 comment

There was a question posted in my blog on how to get the configured Portal’s URL as someone else configured the portal.

Below are the steps to get your Portal URL.

From your Dynamics 365 Instance:

  • Connect to your Dynamics 365 instance
  • Navigate to Portals -> Website Bindings
  • Open the record and read the URL from “Site Name” field

Portal - URL 3

From your Dynamics 365 Admin Center:

  • Connect to your “Dynamics 365 Admin Center” (i.e., Login to Portal.office.com)
  • Select your “Dynamics 365” instance
  • Click on “Applications” tab
  • Select “Portal Add-on” and click “MANAGE” button

Portal - URL 1

  • You would be redirected to “Portal” configuration page
  • Copy the URL

Portal - URL 2

Note:  You can access your Portal configurations page, only if your Admin granted access to your login Account. If you don’t have permission, you would end up getting below error message:

You don’t have permission to perform this action. Contact your global administrator to get owner permission for Application ID

🙂

Categories: ADX, CRM Tags: , ,

Useful JScript syntax’s – ADX/Dynamics 365 Portals

September 12, 2016 40 comments

CRM form script’s (i.e., Onload, OnSave, OnChange) won’t run on ADX/Dynamics 365 Entity Form’s.

What if we must Get/Set, Hide/Show or Enable/Disable controls based on business logic? We need to write custom script and add in “Custom JavaScript” section of “Entity Form”.

Custom Javascript

Custom Javascript

In this article, I am providing syntax’s to Get/Set attribute values and basic validations.

Get value:

Text Field:

Here ‘name’ is CRM field’s schema name.

  • var contactName=$(“#name”).val();

Look up

  • var lookupGUID = $(“#new_contactid”).val();
  • var lookupValue = $(“#new_ contactid_name”).val();
  • var entityName= $(“#new_contactid_entityname”).val();

Option Set

  • var userType = $(“#new_usertype”).val();

DateTime

  • var dobValue= $(“#new_dob”).val();
  • // Convert to date
  • var dob=new Date(dobValue);

Checkbox

Below is the script to determine whether the checkbox is checked or not

var isChecked = $(“#{field_name}”).is(“:checked”);
if (isChecked == true) {
alert(“Checked!”);
}
else if (isChecked == false) {
alert(“Unchecked!”);
}

Radio Button

Radio button renders as 2 controls. Below is the syntax to read which radio option has been checked.

var isOption1Checked = $(“#{field_name_0}”).is(“:checked”); //Returns true/false

var isOption2Checked = $(“#{field_name_1}”).is(“:checked”); //Returns true/false

Set Value:

Text Field

  • $(“#name”).val(“Rajeev Pentyala”);

Look up

  • $(“#new_contactid”).val(lookupId);
  • $(“#new_contactid_name”).val(lookupName);
  • $(“# new_contactid_entityname”).val(EntitySchemaName);

Option Set

Here ‘new_usertype’ is CRM field’s schema name.

  • $(“#new_usertype”).val(10000);

Checkbox

$(‘#{fieldname}’).prop(‘checked’, true);

Radio Button

// To set Radio 1 to ‘true’

$(‘#{fieldname_0}’).prop(‘checked’, true);

// To set Radio 2 to ‘true’

$(‘#{fieldname_1}’).prop(‘checked’, true);

Date time

Below is the snippet to set Date field to ‘Today’

// Get today()
var dateValue = new Date();
// Get date field
var dateField = $(“#new_mydatefield”);
var $displayField = dateField.nextAll(“.datetimepicker”).children(“input”);
var dateFormat = $displayField.attr(“data-date-format”);
dateField.val(moment.utc(dateValue).format(“YYYY-MM-DDTHH:mm:ss.0000000\\Z”));
$displayField.val(moment(dateValue).format(dateFormat));

Note: Portal uses Moment.js for Date operations.

Note

Get/Set statements need to wrap in Document’s Ready event.

$(document).ready(function() {
// $(“#name”).val(“Rajeev Pentyala”);
});

Enable/Disable Controls:

Lookup

  • It’s very tricky to Enable/Disable Lookup’s
  • Lookup control render as multiple components on ADX form, to disable lookup selection, we need to find the ‘Magnifier’ button and Hide it.

$(“#new_contactid_name”).parent().find(‘.input-group-btn’).hide(); // Find lookup’s Magnifier button and Hide it

Date

  • Below is the script to disable ‘Date’ control

// My Date field’s schema name is ‘new_dateofbirth’
var dateField = $(“#new_dateofbirth”);
// Get ‘Text’ field of Date Control
var displayField = dateField.nextAll(“.datetimepicker”).children(“input”);
// Get ‘Calendar’ Icon of Date Control
var dateIcon = dateField.nextAll(“.datetimepicker”).children(“span”);
// Make ‘Text’ field of Date Control Read-Only
displayField.attr(“readonly”, “readonly”);
// Hide ‘Calendar’ Icon
dateIcon.css(“display”, “none”);

Text

  • $(“#name”).prop(‘disabled’, true);

Hide/Show Controls:

–Option 1
// Hide
$(“#fieldname”).hide();
$(“#fieldname_label”).hide();
// Show
$(“#fieldname”).show();
$(“#fieldname_label”).show();

–Option 2
// Hide
$(“#fieldname”).closest(“tr”).hide();
// Show
$(“#fieldname”).closest(“tr”).show();

Make OOB Required Field Non-Required:

  • If the Field is OOB Required or set as Required using Metadata, below is the function to make field as Non-Required.
    • Note: OOB required field will have the validator naming convention as “RequiredFieldValidator” + fieldSchemaName
  • Make sure you pass field’s Schema Name to below function.

function makeOOBFieldNonMandatory(fieldSchemaName){

$.each(Page_Validators, function (index, validator) {

if (validator.id == “RequiredFieldValidator” + fieldSchemaName) {

Page_Validators.splice(index, 1);

}

});

$(“#” + fieldSchemaName+ “_label”).parent().removeClass(“required”);

}

  • To set custom validator, refer this article

Liquid Script Syntax’s:

  • Get current Portal User (i.e.,Contact) guid

$(document).ready(function () {

var portalUserId = ‘{{ user.Id }}’;

});

  • Get current Portal User (i.e.,Contact) Name

$(document).ready(function () {

var portalUserName = ‘{{ user.fullname}}’;

});

  • Check if current Portal User has a specific ‘Web Role’

$(document).ready(function () {

{% if user.roles contains ‘Administrators’%}
alert(“Current portal user has ‘Administrators’ web role”);
{% endif %}

});

  •  Check if User is logged-in or not

{% if user %}

// Logged-In User

{% else if %}

// Not logged In. Anonymous User

{% endif %}

Validations:

Custom Validation on ‘Submit’

  • On click of the ‘Submit’ button a function named webFormClientValidate is executed.
Validation-on-submit

Validation-on-submit

  • We can extend this method to add our custom validation logic.
  • In below example, I am preventing ‘Submit’, if Name is not ‘Rajeev’

if (window.jQuery) {
(function ($) {
if (typeof (webFormClientValidate) != ‘undefined’) {
var originalValidationFunction = webFormClientValidate;
if (originalValidationFunction && typeof (originalValidationFunction) == “function”) {
webFormClientValidate = function () {
originalValidationFunction.apply(this, arguments);
// Start custom validation.
// Prevent Submit if Name!=Rajeev
if ($(“#name”).val() != ‘Rajeev’) {
return false; // To prevent the form submit return false
}
// End custom validation.
return true;
};
}
}
}(window.jQuery));
}

Refer Adx portal’s blog on Custom JavaScript.

Session Timeout:

Following 2 keys need to be added to ‘Site Settings’ entity.

PSession_1

Name : Authentication/ApplicationCookie/ExpireTimeSpan
Value : The default amount of time cookie authentication sessions are valid for. Default: 24:00:00 (1 day). To set 30 minutes interval specify value as 00:30:00.

Name : Authentication/ApplicationCookie/LoginPath
Value : /SignIn
Description: Redirection onto the given login path after session timeout. We can configure our own custom Web Template and redirect up on session expiry.

Restrict ‘File Types’ during uploads:

  • To allow specific file types only, during the uploads from portal, provide configurations specified on screenshot on the portal’s ‘Entity Form’.
  • Make sure to check the ‘Restrict File To Accept Types’ checkbox.
  • In the ‘Accept’ field, specify the mimetypes of allowable file types separated by ,
    • image/jpeg,image/pjpeg,application/pdf,image/png

RestrictFileTypes

🙂