Fetch all parents who does not have child

free resorces

In one of scenario I was looking for all available Assets only, means show only those assets who are available for particular data range. Just like get all parents who does not have any child.

So, after some googling i found below way, but i was showing all booked and non booked assets for given date range.

Out of the box it wont give NOT-IN result, for it we need to change ‘Inner’ to ‘Outer’

<link-entity name="bookableresourcebooking" from="resource" to="bookableresourceid" link-type="outer" alias="aj">

Here is the complete sample fetch XML…..

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">

<entity name="bookableresource">

<attribute name="name" />

<attribute name="bookableresourceid" />

<order attribute="name" descending="false" />

<filter type="and">

<condition attribute="statecode" operator="eq" value="0" />

</filter>

<link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" alias="ai">

<filter type="and">

<condition attribute="resourcecategory" operator="eq" uiname="Backhoe" uitype="bookableresourcecategory" value="{798E6C02-3BBE-E711-8123-E0071B686A81}" />

</filter>

</link-entity>

<link-entity name="bookableresourcebooking" from="resource" to="bookableresourceid" link-type="outer" alias="aj">

<filter type="and">

<condition attribute="starttime" operator="on-or-after" value="2018-03-01" />

<condition attribute="endtime" operator="on-or-before" value="2018-03-31" />

<condition attribute="bookingstatus" operator="not-in">

<value uiname="Hard" uitype="bookingstatus">{6ABF1A73-DFB9-E711-8129-E0071B67C991}</value>

<value uiname="Soft" uitype="bookingstatus">{6BBF1A73-DFB9-E711-8129-E0071B67C991}</value>

</condition>

</filter>

</link-entity>

</entity>

</fetch>

 

But, it was not satisfactory one, as I was interested only for available assets. So with below little tweak its possible which include above tweak.

<condition entityname="bookableresourcebooking" attribute="resource" operator="null" />

and here is complete sample for it ….

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">

<entity name="bookableresource">

<attribute name="name" />

<attribute name="bookableresourceid" />

<order attribute="name" descending="false" />

<filter type="and">

<condition attribute="statecode" operator="eq" value="0" />

<condition entityname="bookableresourcebooking" attribute="resource" operator="null" />

</filter>

<link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" alias="ai">

<filter type="and">

<condition attribute="resourcecategory" operator="eq" uiname="Backhoe" uitype="bookableresourcecategory" value="{798E6C02-3BBE-E711-8123-E0071B686A81}" />

</filter>

</link-entity>

<link-entity name="bookableresourcebooking" from="resource" to="bookableresourceid" link-type="outer" alias="aj">

<filter type="and">

<condition attribute="starttime" operator="on-or-after" value="2018-03-01" />

<condition attribute="endtime" operator="on-or-before" value="2018-03-31" />

<condition attribute="bookingstatus" operator="not-in">

<value uiname="Hard" uitype="bookingstatus">{6ABF1A73-DFB9-E711-8129-E0071B67C991}</value>

<value uiname="Soft" uitype="bookingstatus">{6BBF1A73-DFB9-E711-8129-E0071B67C991}</value>

</condition>

</filter>

</link-entity>

</entity>

</fetch>

Simple one but it will save hours.

Thanks!!

Editable Grid: Make it read only

new things

We have a out the box option to make editable grid read only on the from it self but its applicable only for the views not for the sub-grids. Thus, with small JavaScript we can make it read only based on our business requirements. Here is the sample code for it

function setFieldsDisabled(context) {

    context.getFormContext().getData().getEntity().attributes.forEach(function (attr) {

        attr.controls.forEach(function (c) {

            if (c.getName("name") == "soft_ownercopy") {
                c.setDisabled(false);
            }
            else {
                c.setDisabled(true);
            }

        })

    });
    
}
 

Call it on where you want to…

js call

Thanks!!

Get data from selected rows of Sub-Grid

Here is the sample code to get desired data ( sample shows about GUIDS) from selected rows from the editable grid.

function GetSelecctedGuidsFromGrid() {

//Get an array of entity references for all selected rows in the subgrid
    var selectedEntityReferences = [];
    var sGuids = "";
 //get selected rows from grid    
var sRows = Xrm.Page.getControl("booked_asset").getGrid().getSelectedRows();
    
sRows.forEach(function (selectedRow, i) {
        selectedEntityReferences.push(selectedRow.getData().getEntity().getEntityReference());
    });
 //get all required data from each selected row    
for (let i = 0; i < selectedEntityReferences.length; i++) {
        if (sGuids == "") {
            sGuids = (selectedEntityReferences[i].id.toString());        
}
        else {
            sGuids = sGuids + "," + (selectedEntityReferences[i].id.toString());
        }    
}  
//clear field value    
Xrm.Page.getAttribute("soft_selectedassetlist").setValue(""); 
//set attribute value     
Xrm.Page.getAttribute("soft_selectedassetlist").setValue(sGuids);
    Xrm.Page.data.entity.save();
}

Thanks !!

{Quick Tip} Why is my workflow not showing up in Workflow Profiler in Plugin Registration Tool

Debajit's Dynamic CRM Blog

Recently I was conducting a training where I was demoing on how to debug a Custom Workflow activity step using the profiler in plugin registration tool. So here I was explaining to them to first click on “Profile Workflow” button on the plugin registration tool. For starters, here it is in the screenshot below

image

image

And as I said – “Select your workflow”, I suddenly see a hand raised informing me that he is not able to view the workflow created by him.

Verified with all other’s and they are able to see the their respective workflows.

I just thought – “Must be some silly error.” But I was soon to be proved wrong.

Situations like this could be tough when asked all of a sudden. But my memory didn’t reach came to my rescue this time. I realized that while playing with the workflow, he has changed the owner of…

View original post 94 more words

Refresh Sub-Grid based on field value

Sometimes we need to refresh (or load data) MSD 365 sub-grid data based on some condition. This can be done with small JS, here is the sample code, its applicable to the editable grid as well….

But make sure that

  • The grid you are configuring is not set to ‘Related Records only’
  • You are configuring same entity which you querying in the query

ed grid

Here is the code ….

function FilterSubgridBasedOnField() {
var sGrid = window.parent.document.getElementById("Your_Grid_Name");
if (sGrid == null) {
alert("Grid is null");
setTimeout(function () { FilterSubgridBasedOnField(); }, 2000);
return;
 }
var fetchXml = [ "Your Fetch XML Query" ].join("");
if (sGrid.control != null) {
sGrid.control.SetParameter("fetchXml", fetchXml);
sGrid.control.refresh();
alert("Sub-Grid has updated with new data.");
 }
else {
setTimeout(FilterSubgridBasedOnField, 500);
}
}

Thanks !!

Document creation in MSD 365

Many times we need to create document in MSD CRM and or MSD 365, ex. Quote. In earlier CRM version it was not available out of the box. But as part of MSD CRM 2016 and MSD 365 its has been introduced out of the box, in few clicks we cam create document or automate the process with the help of out of box workflow.  Continue reading “Document creation in MSD 365”

bulk Create/Update/Delete for Dynamics 365

 Secret

Create / Update / Delete can be done with bulk operation, to avoid more DB hits and it will improve performance of the plugins and or code.

Here is reference MSDN URL http://msdn.microsoft.com/en-us/library/jj863631.aspx

Default max batch size is 1000, its applicable for all three create/update/delete.

  1. bulk Create can be done with following code snippet
CreateRequest createRequest = new CreateRequest { Target = 'your Entity Object' };

2. bulk Update can be done with following code snippet

UpdateRequest updateRequest = new UpdateRequest { Target = 'your Entity Object' };

3. bulk Delete can be done with following code snippet

DeleteRequest deleteRequest = new DeleteRequest { Target = 'your Entity Reference Object' };

Here are sample code blocks for bulk Update

 

Create multiple execute request

/// <summary>
 /// Create an ExecuteMultipleRequest object
 /// </summary>
 /// <returns></returns>
 private static ExecuteMultipleRequest CreateBulkExcuteRequest()
 {
 var multipleRequest = new ExecuteMultipleRequest()
 {
 // Assign settings that define execution behavior: continue on error, return responses.
 Settings = new ExecuteMultipleSettings()
 {
 ContinueOnError = false,
 ReturnResponses = true
 },
 // Create an empty organization request collection.
 Requests = new OrganizationRequestCollection()
 };
 return multipleRequest;
 }

Continue reading “bulk Create/Update/Delete for Dynamics 365”