SharePoint Journey: CRUD Opertations with Xrm.WebApi.online

<title>Modal Dialog</title>

.footer {

position: fixed;

bottom: 0;

right: 0;

padding-bottom: 10px;

padding-right: 10px;

}

.footerButton {

width: 150px;

}

</style>

var Category = {

PreferredCustomer : 1,

Standard: 2

};

var accountId = '';//'6869103d-d281-ec11-8d21-000d3ac9f173';

$(document).ready(function () {

//retrieveMultiple();

//createRecord();

//updateRecord();

//deleteRecord();

retrieveMultiple();

});

function getUrlParameters() {

var queryString = location.search.substring(1);

return queryString;

}

function createRecord()

{

var accountInfo = '';

var accountName = "Alex Ferguson";

var primaryContactId = "9fd4a450-cb0c-ea11-a813-000d3a1b1223"; //-- Amrit Consultancies

var primaryContactName = "Dwayne Elijah";

var accountCategoryCode = Category.Standard;

var annualRevenue = 7500000;

var entityData =

{

"name": accountName,

"revenue": annualRevenue, // Currency (money type) ---Display Text = Annual Revenue

"donotphone": false, //Two Option (boolean type) ---Display Text = Do not allow Phone Calls

"address1_longitude": 112.512634, //Floating Point Number (decimal type) --- Display Text = Address 1: Longitude

"address1_composite": "This is address 1", //Multiple Lines of Text (memo type) --- Display Text = Address 1

"accountcategorycode": accountCategoryCode, // Option Set --- Display Text = Category

"primarycontactid@odata.bind": "/contacts(" + primaryContactId + ")" //--- Lookup --- Display Text = Primary Contact

}

window.parent.Xrm.WebApi.createRecord("account", entityData).then(

function success(result) {

//Success - No Return Data

accountId = result.id;

var accountInfo = '';

accountInfo += 'Account Name = ' + accountName + '\n';

accountInfo += 'Primary Contact = ' + primaryContactName + '\n';

accountInfo += 'Category = Standard \n';

accountInfo += 'Annual Revenue = ' + annualRevenue + '\n';

alert("Account created. Details are given below : \n\n" + accountInfo + "\n\n" + "Going to update this record now.");

//updateRecord();

//return accountId;

function (error) {

alert(error.message);

}

);

}

function updateRecord() {

if (accountId != '') {

var accountInfo = '';

var accountName = "Modified - Alex Ferguson";

var primaryContactId = "cdd6a450-cb0c-ea11-a813-000d3a1b1223"; //-- Adrian Dumitrascu

var primaryContactName = "Haroun Stormonth";

var accountCategoryCode = Category.PreferredCustomer;

var annualRevenue = 800000;

var telephone1 = "8587016875";

var entityData =

{

"name": accountName,

"revenue": annualRevenue, // Currency (money type) ---Display Text = Annual Revenue

"donotphone": true, //Two Option (boolean type) ---Display Text = Do not allow Phone Calls

"address1_longitude": 78.23625, //Floating Point Number (decimal type) --- Display Text = Address 1: Longitude

"address1_composite": "Modified - This is address 1", //Multiple Lines of Text (memo type) --- Display Text = Address 1

"accountcategorycode": accountCategoryCode, // Option Set --- Display Text = Category

"telephone1": telephone1,

//--Contact Name = Adrian Dumitrascu

"primarycontactid@odata.bind": "/contacts(" + primaryContactId + ")" //--- Lookup --- Display Text = Primary Contact

}

window.parent.Xrm.WebApi.updateRecord("account", accountId, entityData).then(

function success(result) {

var accountInfo = '';

accountInfo += 'Account Name = ' + accountName + '\n';

accountInfo += 'Primary Contact = ' + primaryContactName + '\n';

accountInfo += 'Category = Preferred Customer \n';

accountInfo += 'Annual Revenue = ' + annualRevenue + '\n';

alert("Account updated successfully. Details are given below : \n\n" + accountInfo + "\n\n" + "Going to retrieve record.");

function (error) {

debugger;

// handle error conditions

console.log(error.message);

reject(error.message);

}

);

}

function deleteRecord() {

if (accountId != '') {

window.parent.Xrm.WebApi.deleteRecord("account", accountId).then(

function success(result) {

alert("Account deleted successfully. \n\n" + "Going to call retrieveMultiple() function now.");

// perform operations on record deletion

//retrieveMultiple();

function (error) {

debugger;

console.log(error.message);

// handle error conditions

});

}

function retrieveMultiple()

{

var query = '?$select=accountcategorycode,address1_addressid,address1_longitude,donotphone,name,_primarycontactid_value,revenue';

window.parent.Xrm.WebApi.online.retrieveMultipleRecords("account", query).then(

function success(accounts)

{

var results = accounts.entities;

var accountRecords = [];

results.forEach(function (result, index, array)

{

var _primarycontactid_value = result["_primarycontactid_value"];

var _primarycontactid_navigation_property = result["_primarycontactid_value@Microsoft.Dynamics.CRM.associatednavigationproperty"];

var _primarycontactid_value_lookuplogicalname = result["_primarycontactid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

var _primarycontactid_value_formatted = result["_primarycontactid_value@OData.Community.Display.V1.FormattedValue"];

var _transactioncurrencyid_value = result["_transactioncurrencyid_value"];

var _transactioncurrencyid_navigation_property = result["_transactioncurrencyid_value@Microsoft.Dynamics.CRM.associatednavigationproperty"];

var _transactioncurrencyid_value_lookuplogicalname = result["_transactioncurrencyid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

var _transactioncurrencyid_value_formatted = result["_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue"];

var accountcategorycode = result["accountcategorycode"];

var accountcategorycode_formatted = result["accountcategorycode@OData.Community.Display.V1.FormattedValue"];

var accountid = result["accountid"];

var address1_addressid = result["address1_addressid"];

var address1_longitude = result["address1_longitude"];

var address1_longitude_formatted = result["address1_longitude@OData.Community.Display.V1.FormattedValue"];

var donotphone = result["donotphone"];

var donotphone_formatted = result["donotphone@OData.Community.Display.V1.FormattedValue"];

var name = result["name"];

var revenue = result["revenue"];

var revenue_formatted = result["revenue@OData.Community.Display.V1.FormattedValue"];

var accountRecord = {};

accountRecord =

{

'name': name,

'account': accountid,

'revenue': revenue,

'id': accountid,

'editcode':'<a href="javascript:void(0);" onclick="(function(){accountId=\''+_primarycontactid_value+'\'; openEditForm();})();return false;">Edit</a>'

}

accountRecords.push(accountRecord);

});

$('table').bootstrapTable({ data: accountRecords });

//alert("Executed function retrieveMultipleRecords() successfully. \n\n "+ "Total Accounts retrieved = " + results.length);

function (error) {

debugger;

console.log(error.message);

// Reject promise

reject(Error(error.message));

});

}

function openEditForm()

{ // REDIRECT TO FORM

var entityFormOptions = {};

//Entity Name of which form is to open

entityFormOptions["entityName"] = "contact";

//Below parameter is required if you want ot edit a particular record

//entityFormOptions["entityId"] = accountId;

//Below parameter is required if you wish to open Quick Edit Form

entityFormOptions["useQuickCreateForm"] = true;

// Open the form.

window.parent.Xrm.Navigation.openForm(entityFormOptions).then(

function (success) {

console.log(success);

function (error) {

console.log(error);

});

}

function loadRecords(recordId) {

var $table = $("#leadtable");

var req = new XMLHttpRequest();

req.open("GET", parent.Xrm.Page.context.getClientUrl() + "/api/data/v9.1/leads?$select=_accountid_value,createdon,description,fullname", false);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.onreadystatechange = function () {

if (this.readyState === 4) {

req.onreadystatechange = null;

if (this.status === 200) {

var results = JSON.parse(this.response);

var leadRecords = [];

for (var i = 0; i < results.value.length; i++) {

var _accountid_value = results.value[i]["_accountid_value"];

var _accountid_value_formatted = results.value[i]["_accountid_value@OData.Community.Display.V1.FormattedValue"];

var _accountid_value_lookuplogicalname = results.value[i]["_accountid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];

var createdon = results.value[i]["createdon"];

var description = results.value[i]["description"];

var fullname = results.value[i]["fullname"];

var leadid = results.value[i]["leadid"];

var leadRecord = {};

leadRecord =

{

'name': fullname,

'account': _accountid_value,

'description': description,

'id': leadid

}

leadRecords.push(leadRecord);

}

$('table').bootstrapTable({ data: leadRecords });

}

else {

Xrm.Utility.alertDialog(this.statusText);

}

};

req.send();

}

</script>

<div>

<thead>

<tr>

<th data-field="account" data-sortable="true">Account</th>

<th data-field="revenue" data-sortable="true">Description</th>

</tr>

</thead>

</table>

</div>

</body></html>

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Sunday, January 30, 2022

CRUD Opertations with Xrm.WebApi.online

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