I have one requirement that i have to create same functionality that we have in Phone call Activity like Mark Complete.
Please Follow the Below steps to create Mark Complete Functionality.
1.First
Go to Settings->Customization->Select Entity->Field->open Status Reason Field->Select In Active Dropdown->Add new ->Completed and save and publish.
2.Now
Go to We Resource and
Add PNG File for Mark Complete Button with name new_imgComplete.
3.Go to
Setting->Solution(Under Customization)->Then Create a New Solution->Save and Close.
4.Open the
Newly Created Solution->Add Existing->Entity and select the Entity to which you want to Add the Mark Complete Button.->Save and Close.
5.Now select the
Solution and Export(Unmanaged) the Solution.
6.Open
customizations.xml File.
7. under
<RibbonDiffXml>.......</RibbonDiffXml> paste the Following line
<RibbonDiffXml>
<CustomActions>
<CustomAction Id="Form.CustomAction" Location="Mscrm.Form.hov_meeting.MainTab.Save.Controls._children" Sequence="1">
<CommandUIDefinition>
<Button Id="Form.Button.CompleteMeeting" Command="Form.CommandDef" LabelText="$LocLabels:Lable.Text" ToolTipTitle="$LocLabels:Lable.ToolTip" ToolTipDescription="$LocLabels:Lable.ToolTip" TemplateAlias="o1" Image32by32="$webresource:new_imgComplete" />
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
</Templates>
<CommandDefinitions>
<CommandDefinition Id="Form.CommandDef">
<EnableRules>
<EnableRule Id="EnableRule.NotNew" />
<EnableRule Id="EnableRule.WebClient" />
<EnableRule Id="EnableRule.CustomButton" />
</EnableRules>
<DisplayRules>
<DisplayRule Id="DisplayRule.FormStateNotNew" />
<DisplayRule Id="DisplayRule.WebClient" />
</DisplayRules>
<Actions>
<JavaScriptFunction Library="$webresource:new_MeetingFunctions" FunctionName="MarkComplete" />
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules>
<DisplayRule Id="DisplayRule.FormStateNotNew">
<FormStateRule State="Create" InvertResult="true" />
</DisplayRule>
<DisplayRule Id="DisplayRule.WebClient">
<CrmClientTypeRule Type="Web" />
</DisplayRule>
</DisplayRules>
<EnableRules>
<EnableRule Id="EnableRule.CustomButton">
<CustomRule Library="$webresource:new_MeetingFunctions" FunctionName="test" />
</EnableRule>
<EnableRule Id="EnableRule.NotNew">
<FormStateRule State="Create" InvertResult="true" />
</EnableRule>
<EnableRule Id="EnableRule.WebClient">
<CrmClientTypeRule Type="Web" />
</EnableRule>
</EnableRules>
</RuleDefinitions>
<LocLabels>
<LocLabel Id="Lable.Text">
<Titles>
<Title languagecode="1033" description="Mark Complete" />
</Titles>
</LocLabel>
<LocLabel Id="Lable.ToolTip">
<Titles>
<Title languagecode="1033" description="Mark Complete" />
</Titles>
</LocLabel>
</LocLabels>
</RibbonDiffXml>
8.Now Zip the all File again with the same name that you export the solution and import again in solution.
9.Now create one .js file with name new_MeetingFunctions and Add the script in WebResource.be sure that if you give the another name then you have to change it in Customizations.xml file under
<Actions>
<JavaScriptFunction Library="$webresource:new_MeetingFunctions" FunctionName="MarkComplete" />
</Actions>
10.Now paste the Following lines in .js File
function
MarkComplete()
{
alert(Xrm.Page.context.getServerUrl());
//SetStateRequest(Entity Name, Xrm.Page.data.entity.getId(), 1,100000000);
SetStateRequest("hov_meeting", Xrm.Page.data.entity.getId(), 1,100000000);
window.location.reload(true);
}
function
RetrieveOptionsetLabel(entityLogicalName ,RetrieveAttributeName,optionValue,AssignAttributeName,Id )
{
// Calling Metadata service to get Optionset Label
SDK.MetaData.RetrieveEntityAsync(SDK.MetaData.EntityFilters.Attributes, entityLogicalName, null, false, function (entityMetadata) { successRetrieveEntity(entityLogicalName, entityMetadata, RetrieveAttributeName, optionValue,AssignAttributeName,Id); }, errorDisplay);
}
function
successRetrieveEntity(logicalName, entityMetadata, RetrieveAttributeName, OptionValue,AssignAttributeName,Id)
{
var success = false;
for (var i = 0; i < entityMetadata.Attributes.length; i++) {
var AttributeMetadata = entityMetadata.Attributes[i];
if (success) break;
if (AttributeMetadata.SchemaName.toLowerCase() == RetrieveAttributeName.toLowerCase()) {
for (var o = 0; o < AttributeMetadata.OptionSet.Options.length; o++) {
var option = AttributeMetadata.OptionSet.Options[o];
if (option.OptionMetadata.Value == OptionValue)
{
//Xrm.Page.getAttribute(AssignAttributeName).setValue(option.OptionMetadata.Label.UserLocalizedLabel.Label);
var serverUrl = location.protocol + '//' + location.host + '/' + Xrm.Page.context.getOrgUniqueName(); //Xrm.Page.context.getServerUrl();
var meetinglink = "<a href='javascript: void(0);' onclick=\"window.open(\'" + serverUrl + "/main.aspx?etn=hov_meeting&pagetype=entityrecord&id={" + Id + "}\', \'windowname1\', \'resizable=1, scrollbars=1\'); return false;\" style='color:blue;text-decoration:underline !important'>" + option.OptionMetadata.Label.UserLocalizedLabel.Label + "</a>";
document.getElementById("header_" + AssignAttributeName + "_d").childNodes[0].innerHTML=meetinglink;
success = true;
break;
}
}
}
}
}
function
SetStateRequest(_entityname, entityid, _state, _status)
{
var requestMain = ""
requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
requestMain += " <s:Body>";
requestMain += " <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
requestMain += " <request i:type=\"b:SetStateRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
requestMain += " <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>EntityMoniker</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>" + entityid + "</a:Id>";
requestMain += " <a:LogicalName>" + _entityname + "</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>State</c:key>";
requestMain += " <c:value i:type=\"a:OptionSetValue\">";
requestMain += " <a:Value>" + _state + "</a:Value>";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>Status</c:key>";
requestMain += " <c:value i:type=\"a:OptionSetValue\">";
requestMain += " <a:Value>" + _status + "</a:Value>";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " </a:Parameters>";
requestMain += " <a:RequestId i:nil=\"true\" />";
requestMain += " <a:RequestName>SetState</a:RequestName>";
requestMain += " </request>";
requestMain += " </Execute>";
requestMain += " </s:Body>";
requestMain += "</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", _getServerUrl(), false)
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
var successCallback = null;
var errorCallback = null;
req.onreadystatechange = function () { SetStateResponse(req, successCallback, errorCallback); };
req.send(requestMain);
}
function
SetStateResponse(req, successCallback, errorCallback)
{
if (req.readyState == 4)
{
if (req.status == 200)
{
if (successCallback != null)
{ successCallback(); }
}
else
{
_getError(req.responseXML);
}
}
}
function
successCallback()
{
alert('test');
}
function
_getServerUrl()
{
var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
var serverUrl = "";
if (typeof GetGlobalContext == "function")
{
var context = GetGlobalContext();
serverUrl = context.getServerUrl();
}
else
{
if (typeof Xrm.Page.context == "object")
{
serverUrl = location.protocol + '//' + location.host+ '/' + Xrm.Page.context.getOrgUniqueName();
//If you are using the Trail vesrion of CRM means CRM Online then
// serverUrl = location.protocol + '//' + location.host;
}
else
{ throw new Error("Unable to access the server URL"); }
}
if (serverUrl.match(/\/$/))
{
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
}
return serverUrl + OrgServicePath;
}
function
_getError(faultXml)
{
var errorMessage = "Unknown Error (Unable to parse the fault)";
if (typeof faultXml == "object")
{
try
{
var bodyNode = faultXml.firstChild.firstChild;
//Retrieve the fault node
for (var i = 0; i < bodyNode.childNodes.length; i++)
{
var node = bodyNode.childNodes[i];
if ("s:Fault" == node.nodeName)
{
for (var j = 0; j < node.childNodes.length; j++)
{
var faultStringNode = node.childNodes[j];
if ("faultstring" == faultStringNode.nodeName)
{
errorMessage = faultStringNode.text;
break;
}
}
break;
}
}
}
catch (e) { };
}
return new Error(errorMessage);
}
function
GetOptionsetLabel(entityLogicalName ,RetrieveAttributeName,optionValue,AssignAttributeName)
{
// Calling Metadata service to get Optionset Label
SDK.MetaData.RetrieveEntityAsync(SDK.MetaData.EntityFilters.Attributes, entityLogicalName, null, false, function (entityMetadata) { successGetEntity(entityLogicalName, entityMetadata, RetrieveAttributeName, optionValue,AssignAttributeName); }, errorDisplay);
}
function
successGetEntity(logicalName, entityMetadata, RetrieveAttributeName, OptionValue,AssignAttributeName)
{
var success = false;
for (var i = 0; i < entityMetadata.Attributes.length; i++) {
var AttributeMetadata = entityMetadata.Attributes[i];
if (success) break;
if (AttributeMetadata.SchemaName.toLowerCase() == RetrieveAttributeName.toLowerCase()) {
for (var o = 0; o < AttributeMetadata.OptionSet.Options.length; o++) {
var option = AttributeMetadata.OptionSet.Options[o];
if (option.OptionMetadata.Value == OptionValue)
{
Xrm.Page.getAttribute(AssignAttributeName).setValue(option.OptionMetadata.Label.UserLocalizedLabel.Label);
success = true;
break;
}
}
}
}
}
function
GetRequestObject()
{
if (window.XMLHttpRequest)
return new window.XMLHttpRequest;
else
{
try
{
return new ActiveXObject("MSXML2.XMLHTTP.3.0");
}
catch (ex)
{
return null;
}
}
}
function
errorDisplay(XmlHttpRequest, textStatus, errorThrown)
{
alert(errorThrown);
}
function
trim(str)
{
if(!str || typeof str != 'string')
return null;
return str.replace(/^[\s]+/,'').replace(/[\s]+$/,'').replace(/[\s]{2,}/,' ');
}
11.Now
Open the Form and
Add Javascript Library from Web Resource. and
Save it and publish the Form.
12.Thats it and just check now.Create the Record from and Save and Close.and again open the Record and Click on Mark Complete Button.
