Customize OOB Subgrid to show records based on dynamic filter criteria

By

 OOB dynamic CRM subgrids are limited to static filter criteria's only. If we want to add any dynamic filter criteria to filter records on subgrid then it's not possible with normal subgrid configuration.

However, we can achieve such requirements by customizing fetchxml of view present on subgrid using JavaScript.

eg. If we want to filter accounts on case entity by matching criteria (Current case record Case number = All accounts with matching Account number i.e [case number(case) = account number (account)]) then we can achieve such requirements by using below JavaScript

Add below JS on load of case entity. so that on load it will get case number and filter account subgrid dynamically


function filterAccountSubgridInCase(executionContext) {
    var formContext = executionContext.getFormContext();
    var gridContext = formContext.getControl("Subgrid_Accounts");
    var caseNumber = formContext.getAttribute("new_casenumber").getValue();

    //customizing fetchxml based on dynamic criteria
    var FetchXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
        "  <entity name='account'>" +
        "    <attribute name='name' />" +
        "    <attribute name='phonenumber' />" +
        "    <attribute name='accountid' />" +
        "    <order attribute='name' descending='false' />" +
        "    <filter type='and'>" +
        "      <condition attribute='statecode' operator='eq' value='0' />" +
        "      <condition attribute='new_accountnumber' operator='eq' value='" + caseNumber + "' />" +
        "    </filter>" +
        "  </entity>" +
        "</fetch>";

    gridContext.setFilterXml(FetchXML);
    formContext.getControl("Subgrid_Accounts").refresh();
}

Comments

Post a Comment

Popular posts from this blog

Accessing Fields on QuickView Form through javaScript

By
QuickView form is template to view information about related entity record within a form for another entity record. Sometimes you need to access data from QuickView form for performing business logic. In order to get QuickView form in js you can use following syntax :  Syntax :  formContext.ui.quickForms.get(arg); Following is the example how you can access field from QuickView Form :  getAttributeValueFromQuickViewForm: function(executionContext) { var formContext = executionContext.getFormContext(); var quickViewControl = formContext.ui.quickForms.get("quickFormName"); if (quickViewControl != undefined) { if (quickViewControl.isLoaded()) { //not necessary to use this condition quickViewControl.getControl("new_name").getAttribute().setValue("Abhishek Dhandare"); //to get value used below syntax quickViewControl.getControl("new_type").getAttribute().getValue(); //perform your ...
Read more

ADF - (Part 2) Integrate Data From CRM to External system

By
Image
 In this blog we will integrate data from Microsoft Dynamic CRM to External system's SQL databse. we are going to integrate Account and Contact tables from CRM to external system Before starting with this, you should have following things :  1. Microsoft Dynamics CRM Environment 2. Microsoft SQL Server Management Studio Software(SSMS) 3. Azure Portal account First connect to your SQL server in SSMS and create Account and Contact Table. You can use following query to create table CREATE TABLE Account( [AccountId] [uniqueidentifier] NULL, [AccountName] [varchar](200) NULL, [CreditHold] [int] NULL ) CREATE TABLE Contact( [ContactId] [uniqueidentifier] NULL, [name] [varchar](200) NULL, [MobileNumber] [varchar](50) NULL, [FirstName] [varchar](200) NULL, [LastName] [varchar](200) NULL, [AccountID] [uniqueidentifier] NULL, [AccountName] [varchar](200) NULL ) After creating tables, Navigate to Azure Data factory in azure portal, and Create Dataset for your source and de...
Read more

ADF - (Part3) Integrate Data From CRM to External system Using Stored procedure

By
Image
 In this blog we will see how we can use stored procedure to transform our data in ADF.  For better understanding you can check my previous blog for better understanding. When we integrate CRM data to external system SQL, then for  Option-Set fields present in CRM, we get Option-Set values and not Text value. eg. we have Credit Hold option set field in CRM and after integration we are getting option set value. To solve this problem we will create OptionSetMetaData table in SQL which will store details about option-set fields SQL query to create OptionSetMetaData table CREATE TABLE [dbo].[OptionSetMetadata]( [ID] [uniqueidentifier] NULL, [EntityName] [varchar](50) NULL, [OptionSetFieldName] [varchar](50) NULL, [OptionSetText] [varchar](50) NULL, [OptionSetValue] [int] NULL ) //To Insert Records in sql Table Insert Into OptionSetMetadata Values (NEWID(), 'account', 'Credit Hold', 'Yes', 1) Insert Into OptionSetMetadata Values (NEWID(), 'account...
Read more