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();