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Common Javascript Functions For CRM 2011

Get the value from a CRM field
var value = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue();
 
Set the value of a CRM field
 Xrm.Page.getAttribute(“CRMFieldSchemaName “).setValue(“New Value”);
 
Get the value from a CRM OptionSet field
 var value = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getValue();
 
Get the text from a CRM OptionSet field
 var text = Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getText();
 
Set the value of a CRM OptionSet field
 Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).setValue(“1″); // OptionSet Value
 
Get the selected text of a CRM OptionSet field
 Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().text;
 
Get the selected value of a CRM OptionSet field
 Xrm.Page.getAttribute(“CRMOptionSetSchemaName”).getSelectedOption().value;
 
Get the text and value of a CRM Lookup field
 var lookupObject = Xrm.Page.getAttribute(“CRMLookupSchemaName”).getValue();
 lookupObject[0].name; // text of lookup
 lookupObject[0].id; // Guid of lookup
 
Set the value of a CRM Lookup field
 var lookupData = new Array();
 var lookupItem = new Object();
 lookupItem.id = “4A2A54CB-349C-E111-8D26-1CC1DEE8DA78″; // Guid of record
 lookupItem.name = “New Contact”; // Entity record name
 lookupItem.entityType = “EntitySchemaName”;
 lookupData[0] = lookupItem;
 Xrm.Page.getAttribute(“CRMLookupSchemaName”).setValue(lookupData);
 
Disable CRM field
 Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setDisabled(true);
 
Hide CRM field
 Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setVisible(false);
 
Hide a Tab in CRM
 Xrm.Page.ui.tabs.get(“tabName”).setVisible(false);
 
Hide a Section in CRM
 var tab = Xrm.Page.ui.tabs.get(“tabName”);
 tab.sections.get(“sectionName”).setVisible(false);
 
Set the Requirement level in CRM
 Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”);
 Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”);
 Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”);
 
Set Focus on a field in CRM
 Xrm.Page.ui.controls.get(“CRMFieldSchemaName”).setFocus(true);
 
Cancelling Onsave Event in CRM
 event.returnValue = false;
 return false;
 
Check IsDirty in CRM field
 var isDirty = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getIsDirty();
 alert(isDirty); // returns true if the field is dirty
 
Check IsDirty for all the fields in CRM
 var isDirty = Xrm.Page.data.entity.getIsDirty();
 alert(isDirty); // returns true if any of the field is dirty in the entire form.
 
Force Submit a read only field in CRM
 Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“always”);
 
Preventing an attribute to be saved in CRM form
 Xrm.Page.getAttribute(“CRMFieldSchemaName”).setSubmitMode(“never”);
 
Get Unique Organization Name in CRM
 Xrm.Page.context.getOrgUniqueName();
 
Get Server url in CRM
 Xrm.Page.context.getServerUrl();
 
Get the record Id in CRM
 Xrm.Page.data.entity.getId();
 
Get the User Id in CRM
 Xrm.Page.context.getUserId();
 
Get the Entity Schema Name in CRM
 Xrm.Page.data.entity.getEntityName();
 
Get the UserRole Id’s in CRM
 var userRoles = Xrm.Page.context.getUserRoles();
 for (var i = 0; i < userRoles.length; i++)
 {
 var userRole = userRoles[i]; // returns the Role Id
 }
 
Get the Form Type in CRM
 Xrm.Page.ui.getFormType();
 
Form Types in CRM
 Is the user creating a new record?
 Xrm.Page.ui.getFormType() == “1″
 
Is the user updating an existing record?
 Xrm.Page.ui.getFormType() == “2″
 
Is the user unable to update this record?
 Xrm.Page.ui.getFormType() == “3″
 
Is this record deactivated?
 Xrm.Page.ui.getFormType() == “4″
 
Is the user using the Quick Create form?
 Xrm.Page.ui.getFormType() == “5″
 
Is the user using the Bulk Edit form?
 Xrm.Page.ui.getFormType() == “6″
 
Save a record in CRM
 Xrm.Page.data.entity.save(); // for saving a record
 Xrm.Page.data.entity.save(“saveandclose”); // for save and close
 Xrm.Page.data.entity.save(“saveandnew”); // for save and new
 
Close the form in CRM
 Xrm.Page.ui.close();