Rajeev Pentyala – Microsoft Power Platform

XRM.Page Model diagram

Xrm.Page Model

The Xrm.Page object serves as a namespace object to consolidate three properties on the form:

Xrm.Page.context

Xrm.Page.context provides methods to retrieve information specific to an organization, a user, or parameters that were passed to the form in a query string.

Xrm.Page.data.entity

Xrm.Page.data provides an entity object that provides collections and methods to manage data within the entity form.

Xrm.Page.ui

Xrm.Page.ui provides collections and methods to manage the user interface of the form.

Syntaxes

— “CRM Enity” Properties—

•  Xrm.Page.data.entity.getEntityName()   //Entity Name
•  Xrm.Page.data.entity.getId()                     //Record GUID
•  Xrm.Page.ui.getFormType()                      //CRM Form Type (Integer)
  **Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)

— Get & Set Text Field—

• Xrm.Page.data.entity.attributes.get(“fld_name”).getValue()
• Xrm.Page.data.entity.attributes.get(“fld_name”).setValue(“First”)

—Get Lookup—

•      Xrm.Page.data.entity.attributes.get(“primarycontactid”)
•     Xrm.Page.data.entity.attributes.get(“primarycontactid”).getValue()[0].id
•     Xrm.Page.data.entity.attributes.get(“primarycontactid”).getValue()[0].name

—Set Lookup—

•  var lookUpValue = new Array();
  lookUpValue[0] = new Object();
  lookUpValue[0].id = idValue;
  lookUpValue[0].name = textValue;
  lookUpValue[0].entityType = ‘{Entity_Name}’;
• Xrm.Page.getAttribute(“primarycontactid”).setValue(lookUpValue);

— Clear the Lookup

• To clear the lookup field value, set with ‘null’
• Xrm.Page.getAttribute(lookupAttribute).setValue(null);

—Option Set Properties—

•  Xrm.Page.data.entity.attributes.get(“new_country”)
• Xrm.Page.data.entity.attributes.get(“new_country”).getOptions()   // All Options
•  Xrm.Page.data.entity.attributes.get(“new_country”).getText()         // Option Label value
•  Xrm.Page.data.entity.attributes.get(“new_country”).getValue()       // Selected option value

—Hide/Show controls—

• Xrm.Page.ui.controls.get(“name”).setVisible(true/false)

—Disable/Enable controls—

•  Xrm.Page.ui.controls.get(“name”).setDisabled(true/false)

—Set Focus—

• Xrm.Page.ui.controls.get(“name”).setFocus();

—Set field’s Requirement Level—

• Xrm.Page.getAttribute(“name”).setRequiredLevel(“none”);
• Xrm.Page.getAttribute(“name”).setRequiredLevel(“required”);
•  Xrm.Page.getAttribute(“name”).setRequiredLevel(“recommended”);

—Set the label for the control—

•  Xrm.Page.ui.controls.get(“name”).setLabel(“Label Text”);

—Set URL for IFrams/WebResource—

•  Xrm.Page.ui.controls.get(“IFrame/WebResource Name”).setSrc(“URL”);

— Get Parent of current control —

•  Xrm.Page.ui.controls.get(“name”).getParent();

— “Current User” & “Organization” details—

• Xrm.Page.context.getUserId()                     //Current User ID
•  Xrm.Page.context.getOrgUniqueName() //Organization Name
•  Xrm.Page.context.getServerUrl()              //Server URL
•  Xrm.Page.context.getUserRoles()             //Role ID’s of current user

— Check isDirty

• Xrm.Page.data.entity.getIsDirty()  // Form is IsDirty
• Xrm.Page.data.entity.attributes.get(“new_name”).getIsDirty()  //Field is IsDirty

—Save Form

• function save(){Xrm.Page.data.entity.save();}

—Save&close Form

• function saveandclose(){Xrm.Page.data.entity.save(“saveandclose”);}

—Close Form

• function close(){Xrm.Page.ui.close();}

—Expand/Collapse Tabs—

• var myTab = Xrm.Page.ui.tabs.get(“{tab_name}”);
• myTab.setDisplayState(“expanded”); // To expand tab
• myTab.setDisplayState(“collapsed”); // To collapse tab

— Hide/Show Tabs & Sections

• var myTab = Xrm.Page.ui.tabs.get(“{tab_name}”);
• myTab.setVisible(True/False);
• var mySec = myTab.sections.get(“{sec_name}”);
• mySec.setVisible(True/False);

— Get current form properties if you have multiple forms

• var item = Xrm.Page.ui.formSelector.getCurrentItem();if (item != null) {var itemId = item.getId(); // Form GUID

  var itemLabel = item.getLabel(); // Form Name

  }

• Note – If your entity has only one form defined, “getCurrentItem()” will return null so the “item” become “null”

 —Look up window customizations (Unsupported) 

We can perform below customization actions on the lookup dialog window using JScript

 – Disable the “View Selection” dropdown

 – Hide the “New” button

 – Hide the “Search” textbox (i.e.,Quick search)

//To hide “New” button

crmForm.all.attr_name.AddParam(“ShowNewButton”, 0);

// To hide “New” button – Post UR 13

var lookupControl = Sys.Application.findComponent(“attr_name”);

if (lookupControl != null){

lookupControl._element._behaviors[0].AddParam(“ShowNewButton”, 0);

}

//To disable “View Selection” dropdown

document.getElementById(“{attr_name}”).setAttribute(“disableViewPicker”, “1”);

//To hide “Search” textbox

document.getElementById(“{attr_name}”).setAttribute(“disableQuickFind”, “1”);

After applying the script (i.e., After placing the above lines in form onload event), the lookup window looks as below

Customized lookup dialog

Quick Reference :-

•  http://msdn.microsoft.com/en-us/library/51828fe3-f6ff-4f97-80ed-b06b3a354955%23BKMK_setDisabled

Great post on the difference B/W CRM 4.0 syntaxes Vs CRM 2011 syntaxes

• http://community.dynamics.com/product/crm/crmtechnical/b/crminogic/archive/2011/02/19/difference-between-crm-4-0-and-crm2011-script-for-using-on-form-customization.aspx