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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fetching Multiple Reso...
Microsoft Dynamics CRM (Archived)

Fetching Multiple Resources Details while Generating Invoice

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Posted on by Varsha Naithani 225

Hi All,

I have a requirement that , when a work order is generated in dynamics CRM, and we assign the work order to a resource or multiple resources  ,when the Work order is Completed ,we all know that a Invoice is generated through the Work order. I want to fetch  the Resource details such as "Resource name", "Resource Work hours Logged" and some other details in the Invoice  Form.

And also if more than one resources has worked on a particular Work order ,I want all of them in the Invoice Form.(Like a Grid) in CRM.

How can I achieve this? Anyone has worked on related issue. please guide.

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  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    Hi Varsha,

    Not sure how familiar you are with advanced FetchXML techniques. But I was able to retrieve most of the details using this fetch:

    <fetch distinct="true" mapping="logical" output-format="xml-platform" version="1.0" >
  <entity name="msdyn_bookingjournal" >
    <attribute name="createdon" />
    <attribute name="msdyn_journaltype" />
    <attribute name="msdyn_starttime" />
    <attribute name="msdyn_endtime" />
    <attribute name="msdyn_duration" />
    <attribute name="msdyn_bookingjournalid" />
    <order descending="false" attribute="msdyn_journaltype" />
    <link-entity name="bookableresourcebooking" alias="af" link-type="inner" to="msdyn_booking" from="bookableresourcebookingid" >
      <attribute name="resource" />
      <link-entity name="msdyn_workorder" alias="ag" link-type="inner" to="msdyn_workorder" from="msdyn_workorderid" >
        <link-entity name="msdyn_workorderproduct" alias="ah" link-type="inner" to="msdyn_workorderid" from="msdyn_workorder" >
          <link-entity name="invoicedetail" alias="ai" link-type="inner" to="msdyn_workorderproductid" from="msdyn_workorderproductid" >
            <link-entity name="invoice" alias="aj" link-type="inner" to="invoiceid" from="invoiceid" >
              <attribute name="invoiceid" />
              <attribute name="invoicenumber" />
              <filter type="and" >
                <condition attribute="invoiceid" value="{45893471-D87E-4A58-9DCF-AAB59894221D}" uitype="invoice" uiname="INV-00028" operator="eq" />
              </filter>
            </link-entity>
          </link-entity>
        </link-entity>
      </link-entity>
    </link-entity>
  </entity>
</fetch>


    You might need to edit this fetch to your liking though. Let me know f you have any questions.

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at

    how am I suppose to use this fetch for retrieving records in a Grid or similar type. I do not want the records in a report , can you please elaborate how can I use this fetch in a web resource or any other technique to fetch multiple records in a Grid.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    You can use FetchXML pretty much everywhere. Just need to do a little googling.

    Below is some sample code I created which waits for a particular subgrid to load on the form and then loads the fetch to the subgrid once loaded.

    function formOnLoad()
{
	filterPartsReturnPRGrid();
}

//Filter the Parts Return Parts Request Sub Grid
function filterPartsReturnPRGrid()
{
	//get the subgrid 
	var objSubGrid = window.parent.document.getElementById("Part_Returns_Parts_Request");
	//CRM loads subgrid after form is loaded.. so when we are adding script on form load.. need to wait until sub grid is loaded. 
	// that's why we are adding a delay..
	var isGridLoaded = null;
	try
	{
		isGridLoaded = objSubGrid.control.getEntityName();
	}
	catch (err)
	{
		setTimeout(filterPartsReturnPRGrid, 2000);
		return;
	}
	if (isGridLoaded != null)
	{
		//when subgrid is loaded, get GUID
		var GUIDvalue = Xrm.Page.data.entity.getId();
		//Create FetchXML for sub grid to filter records based on GUID
		var FetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
			"  <entity name='new_part_returns'>" +
			"    <attribute name='new_part_returnsid' />" +
			"    <attribute name='createdon' />" +
			"    <attribute name='new_work_order_used_on' />" +
			"    <attribute name='new_reason_for_return' />" +
			"    <attribute name='new_serial_number' />" +
			"    <attribute name='new_product' />" +
			"    <attribute name='new_partreturnid' />" +
		    "    <order attribute='createdon' descending='true' />" +
			"    <link-entity name='f1_purchaseorder' from='f1_purchaseorderid' to='new_parts_request' alias='af'>" +
			"      <link-entity name='f1_workorder' from='f1_workorderid' to='f1_workorder' alias='ag'>" +
			"        <filter type='and'>" +
			"          <condition attribute='f1_serviceaccount' operator='eq' value='" + GUIDvalue + "' />" +
			"        </filter>" +
			"      </link-entity>" +
			"    </link-entity>" +
			"  </entity>" +
			"</fetch>";
		// Layout of subgrid.
		var LayoutXml = "<grid name='resultset' object='10287' jump='new_partreturnid' select='1' preview='1' icon='1'>" +
			" <row name='result' id='new_part_returnsid'>" +
			"<cell name='new_partreturnid' width='100' />" +
			"<cell name='new_product' width='200' />" +
			"<cell name='new_serial_number' width='150' />" +
			"<cell name='new_work_order_used_on' width='100' />" +
			"<cell name='new_reason_for_return' width='200' />" +
			"<cell name='createdon' width='150' />" +
			"</row>" +
			"</grid>";
		//apply layout and filtered fetchXML
		objSubGrid.control.SetParameter("layoutXml", LayoutXml);
		objSubGrid.control.SetParameter("fetchXml", FetchXml);
		//Refresh grid to show filtered records only. 
		objSubGrid.control.Refresh();
	}
}

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