1,442
Hi Everyone,
I have a requirement to show CRM Entity Metadata to show all Entities (Display Names) in a drop down and based on entity selection, it should show the list of fields (Display Names) in HTML form.
Example: Entities (Dropdown) - Contact
--------------------------------------------
First Name
Last Name
etc.,
--------------------------------------------
How can it be achieved ion HTML Page in CRM 2016?
Thanks in advance.
*This post is locked for comments
i tried the above code,i am getting only the entity name in the dropdown based on the entity name not able to filter the field name,through this code how to filter the Attribute based on the entity,please suggest me.
Hi Arun,
We can retrieve attributes of an entity on a form using SystemForm metadata. SystemForm has information of all the forms present on the Entity and also formxml which can be used to parse the field names present on the form. Refer below code:
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<html><head>
<meta charset="utf-8">
<style type="text/css">
body
{
background-color : #FFFFFF;
font-family:Segoe UI, Tahoma, Arial;
font-size:11px;
}
dynamicForm{
overflow-y:scroll;
}
td{
color: #3b3b3b;
font size=11px;
text-align: center;
}
select{
font-family:Segoe UI, Tahoma, Arial;
font-size:11px;
valign:top;
}
.tablabel{
font-size:15px;
font-weight:bold;
color:#1261e1;
font-family:Segoe UI, Tahoma, Arial
}
.sectionlabel{
font-size:13px;
font-weight:bold;
color:#3b3b3b;
font-family:Segoe UI, Tahoma, Arial
}
.section{
margin-left: 15px;
}
.attributeTable{
margin-left: 30px;
}
</style>
<script language="javascript" src="new_jquery_1.7.1.min.js" type="text/javascript"></script>
<script type="text/javascript">
function retrieveEntity() {
var serverURL = parent.Xrm.Page.context.getClientUrl();
var Query = "EntityDefinitions?$select=DisplayName,EntitySetName,ObjectTypeCode,LogicalName";
var req = new XMLHttpRequest();
req.open("GET", serverURL + "/api/data/v8.2/" + Query, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Prefer", "odata.include-annotations=*");
req.onreadystatechange = function() {
if (this.readyState == 4 /* complete */ ) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if(data!=null && data.value !=null){
var AllentityMetadataCollection = data.value;
var entityMetadataCollection = [];
for(var i = 0; i <AllentityMetadataCollection.length; i++ ){
if(AllentityMetadataCollection[i].DisplayName && AllentityMetadataCollection[i].DisplayName.UserLocalizedLabel){
entityMetadataCollection[entityMetadataCollection.length] = AllentityMetadataCollection[i];
}
}
entityMetadataCollection.sort(function (a, b) {
if (a.DisplayName.LocalizedLabels[0].Label < b.DisplayName.LocalizedLabels[0].Label)
{ return -1 }
if (a.DisplayName.LocalizedLabels[0].Label> b.DisplayName.LocalizedLabels[0].Label)
{ return 1 }
return 0;
});
for (var i = 0; i < entityMetadataCollection.length; i++) {
var entity = entityMetadataCollection[i];
if($("#ddlallentity").length!=0){
if(entity.DisplayName.UserLocalizedLabel!=null){
$("#ddlallentity").append("<option value='"+entity.EntitySetName+"|"+entity.ObjectTypeCode+"|"+entity.MetadataId+"|"+entity.LogicalName+"'>"+entity.DisplayName.LocalizedLabels[0].Label+"</option>");
}
}
else{
$("#ddlallentity").change(function (){
var entityName = $("#ddlallentity option:selected").text();
var entityLogicalName = $("#ddlallentity option:selected").val();
parent.Xrm.Page.getAttribute("new_entityname").setValue(entityLogicalName);
if($("#ddlallForms").length!=0){
$("#ddlallForms").empty()
}
if($("#ddlattribute").length!=0){
$("#ddlattribute").empty()
}
});
}
}
selectValueonLoad();
}
} else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
}
function setLogicalNameofEntity(){
var entityName = $("#ddlallentity option:selected").text();
var entLogicalName = $("#ddlallentity option:selected").val();
var entityLogicalName = $("#ddlallentity option:selected").val().split("|")[0];
var entityTypeCode = $("#ddlallentity option:selected").val().split("|")[1];
var entityMetadataId = $("#ddlallentity option:selected").val().split("|")[2];
var entityLogicalName1 = $("#ddlallentity option:selected").val().split("|")[3];
parent.Xrm.Page.getAttribute("new_entityname").setValue(entityLogicalName);
parent.Xrm.Page.getAttribute("new_entitytypecode").setValue(entityTypeCode);
parent.Xrm.Page.getAttribute("new_entitymetadataid").setValue(entityMetadataId);
if($("#ddlattribute > option").length!=0){
$("#ddlattribute").empty();
$("#ddlattribute").css({
'min-width': '100px'
});
}
if($("#ddlallForms > option").length!=0){
$("#ddlallForms").empty();
$("#ddlallForms").css({
'min-width': '100px'
});
}
$('#dynamicForm').empty();
var attributesRetrieved = false;
retrieveForms(entityLogicalName1,entityMetadataId);
// retrieveAttributes(attributesRetrieved,entityMetadataId);
}
function setFormNameofEntity(){
var FormName = $("#ddlallForms option:selected").text();
var entityMetadataId = $("#ddlallForms option:selected").val().split("|")[0];
var formid = $("#ddlallForms option:selected").val().split("|")[1];
retrieveFormsXml(formid);
var FormXml = parent.Xrm.Page.getAttribute("new_formxml");
if($("#ddlattribute > option").length!=0){
$("#ddlattribute").empty();
$("#ddlattribute").css({
'min-width': '100px'
});
}
$('#dynamicForm').empty();
var attributesRetrieved = false;
retrieveAttributes(attributesRetrieved,entityMetadataId);
}
function retrieveForms(ObjectTypeCode,entityMetadataId){
var req = new XMLHttpRequest();
req.open("GET", parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemforms()?$select=formid,name,objecttypecode,formxml,type&$filter=objecttypecode eq '"+ObjectTypeCode+"' and formactivationstate eq 1 and (type eq 2 or type eq 5 or type eq 6 or type eq 7 or type eq 11 or type eq 12)", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var data = JSON.parse(this.response);
if(data!=null && data.value !=null){
var AllentityFormCollection = data.value;
var entityFormCollection = [];
for(var i = 0; i <AllentityFormCollection.length; i++ ){
if(AllentityFormCollection[i].name){
entityFormCollection[entityFormCollection.length] = AllentityFormCollection[i];
}
}
entityFormCollection.sort(function (a, b) {
if (a.name < b.name)
{ return -1 }
if (a.name> b.name)
{ return 1 }
return 0;
});
for (var i = 0; i < entityFormCollection.length; i++) {
var form = entityFormCollection[i];
if($("#ddlallForms").length!=0){
if(form.name!=null){
$("#ddlallForms").append("<option value='"+entityMetadataId+"|"+form.formid+"'>"+form.name+"|"+form['type@OData.Community.Display.V1.FormattedValue']+"</option>");
}
}
}
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
function retrieveFormsXml(formid){
var req = new XMLHttpRequest();
req.open("GET", parent.Xrm.Page.context.getClientUrl() + "/api/data/v8.2/systemforms()?$select=formxml&$filter=formid eq "+formid.toUpperCase() , true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var data = JSON.parse(this.response);
if(data!=null && data.value[0] !=null){
var form = data.value[0];
if(form.formxml!=null){
parent.Xrm.Page.getAttribute("new_formxml").setValue(form.formxml);
}
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
function retrieveAttributes(attributesRetrieved,entityMetadataId) {
var serverURL = parent.Xrm.Page.context.getClientUrl();
var Query = "EntityDefinitions("+ entityMetadataId.toUpperCase() +")?$select=LogicalName&$expand=Attributes($select=LogicalName,DisplayName)";
var req = new XMLHttpRequest();
req.open("GET", serverURL + "/api/data/v8.2/" + Query, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Prefer", "odata.include-annotations=*");
req.onreadystatechange = function() {
if (this.readyState == 4 /* complete */ ) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if(data!=null && data.Attributes!=null){
var AllAttributesCollection = data.Attributes;
var attributesCollection = [];
for(var i = 0; i <AllAttributesCollection.length; i++ ){
if(AllAttributesCollection[i].DisplayName && AllAttributesCollection[i].DisplayName.UserLocalizedLabel){
attributesCollection[attributesCollection.length] = AllAttributesCollection[i];
}
}
attributesCollection.sort(function (a, b) {
if (a.DisplayName.LocalizedLabels[0].Label < b.DisplayName.LocalizedLabels[0].Label)
{ return -1 }
if (a.DisplayName.LocalizedLabels[0].Label> b.DisplayName.LocalizedLabels[0].Label)
{ return 1 }
return 0;
});
var formxml = parent.Xrm.Page.getAttribute("new_formxml");
for (var i = 0; i < attributesCollection.length; i++) {
var attribute = attributesCollection[i];
if(formxml && formxml.getValue() != null)
if($("#ddlattribute").length!=0){
attribute.LogicalName
if(attribute.DisplayName.UserLocalizedLabel!=null && attribute.LogicalName!=null && formxml.getValue().search(attribute.LogicalName) !== -1){
$("#ddlattribute").append("<option value='"+attribute.LogicalName+"'>"+attribute.DisplayName.LocalizedLabels[0].Label+"</option>");
}
}
}
}
}
else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
}
window.onload = retrieveEntity;
</script>
<meta></head>
<body style='margin: 0px;'>
<table height='1%' class='ms-crm-FormSection' id='{91951bf5-186c-4bb4-8d0b-80c807212b46}' style='table-layout: fixed;' cellspacing='0' cellpadding='3' valign='top' isviewportsection='0' label='General' columns='2' control='[object Object]'>
<colgroup>
<col width='120'>
<col>
<col width='140' class='FormSection_WriteColumnHeaders_col'>
<col>
</colgroup><tbody>
<tr valign='top'>
<td title='Entity' class='ms-crm-FieldLabel-LeftAlign ms-crm-Field-Normal' id='ddlallentity_c' style='text-align: left; color: rgb(59, 59, 59); font-size: 11px;'><label for='ddlallentity'>Entity</label></td>
<td width='300' id='ddlallentity_d' formxmlcolspan='1' isautoexpanding='FALSE'><select name='ddlallentity' tabindex='1790' class='ms-crm-SelectBox ' id='ddlallentity' style='float: left; -ms-ime-mode: auto; min-width: 100px;' onchange='setLogicalNameofEntity()' defaultselected='-1' req='0' attrname='ddlallentity' attrpriv='7'></select></td>
<td title='Form Name' class='ms-crm-FieldLabel-LeftAlign ms-crm-Field-Normal' id='ddlallForms_c' style='text-align: left; color: rgb(59, 59, 59); font-size: 11px;'><label for='ddlallForms'>Form Name</label></td>
<td width='300' id='ddlallForms_d' formxmlcolspan='1' isautoexpanding='FALSE'><select name='ddlallForms' tabindex='1790' class='ms-crm-SelectBox ' id='ddlallForms' style='float: left; -ms-ime-mode: auto; min-width: 100px;' onchange='setFormNameofEntity()' defaultselected='-1' req='0' attrname='ddlallForms' attrpriv='7'></select></td>
<td title='Field Name' class='ms-crm-FieldLabel-LeftAlign ms-crm-Field-Normal' id='ddlattribute_c' style='color: rgb(59, 59, 59); padding-left: 20px; font-size: 11px;'><label for='ddlattribute'>Field Name</label></td>
<td id='ddlattribute_d' formxmlcolspan='1' isautoexpanding='FALSE'><select name='ddlattribute' tabindex='1880' class='ms-crm-SelectBox ' id='ddlattribute' style='-ms-ime-mode: auto; min-width: 100px;' onchange='setIdOfAttribute()' defaultselected='-1' req='0' attrname='ddlattribute' attrpriv='7'></select></td></tr></tbody></table>
<div id='dynamicForm' style='font-family: undefined;'></div>
<div id='iframediv' style='font-family: undefined; display: none;'><iframe id='MyFormIframe'>
</iframe></div></body></html>
Hi Akhtar,
Thank you very much for the code.
Is there any way to get the fields information placed on the Form only with Field Type, instead of all fields?
Use Below Code:
<html><head>
<meta charset="utf-8">
<style type="text/css">
body
{
background-color : #FFFFFF;
font-family:Segoe UI, Tahoma, Arial;
font-size:11px;
}
dynamicForm{
overflow-y:scroll;
}
td{
color: #3b3b3b;
font size=11px;
text-align: center;
}
select{
font-family:Segoe UI, Tahoma, Arial;
font-size:11px;
valign:top;
}
.tablabel{
font-size:15px;
font-weight:bold;
color:#1261e1;
font-family:Segoe UI, Tahoma, Arial
}
.sectionlabel{
font-size:13px;
font-weight:bold;
color:#3b3b3b;
font-family:Segoe UI, Tahoma, Arial
}
.section{
margin-left: 15px;
}
.attributeTable{
margin-left: 30px;
}
</style>
<script language="javascript" src="new_jquery_1.7.1.min.js" type="text/javascript"></script>
<script type="text/javascript">
function retrieveEntity() {
debugger;
var serverURL = parent.Xrm.Page.context.getClientUrl();
var Query = "EntityDefinitions?$select=DisplayName,EntitySetName,ObjectTypeCode";
var req = new XMLHttpRequest();
req.open("GET", serverURL + "/api/data/v8.2/" + Query, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Prefer", "odata.include-annotations=*");
req.onreadystatechange = function() {
if (this.readyState == 4 /* complete */ ) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if(data!=null && data.value !=null){
var AllentityMetadataCollection = data.value;
var entityMetadataCollection = [];
for(var i = 0; i <AllentityMetadataCollection.length; i++ ){
if(AllentityMetadataCollection[i].DisplayName && AllentityMetadataCollection[i].DisplayName.UserLocalizedLabel){
entityMetadataCollection[entityMetadataCollection.length] = AllentityMetadataCollection[i];
}
}
entityMetadataCollection.sort(function (a, b) {
if (a.DisplayName.LocalizedLabels[0].Label < b.DisplayName.LocalizedLabels[0].Label)
{ return -1 }
if (a.DisplayName.LocalizedLabels[0].Label> b.DisplayName.LocalizedLabels[0].Label)
{ return 1 }
return 0;
});
for (var i = 0; i < entityMetadataCollection.length; i++) {
var entity = entityMetadataCollection[i];
if($("#ddlallentity").length!=0){
if(entity.DisplayName.UserLocalizedLabel!=null){
$("#ddlallentity").append("<option value='"+entity.EntitySetName+"|"+entity.ObjectTypeCode+"|"+entity.MetadataId+"'>"+entity.DisplayName.LocalizedLabels[0].Label+"</option>");
}
}
else{
$("#ddlallentity").change(function (){
var entityName = $("#ddlallentity option:selected").text();
var entityLogicalName = $("#ddlallentity option:selected").val();
parent.Xrm.Page.getAttribute("new_entityname").setValue(entityLogicalName);
if($("#ddlattribute").length!=0){
$("#ddlattribute").empty()
}
});
}
}
}
} else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
}
function setLogicalNameofEntity(){
var entityName = $("#ddlallentity option:selected").text();
var entLogicalName = $("#ddlallentity option:selected").val();
var entityLogicalName = $("#ddlallentity option:selected").val().split("|")[0];
var entityTypeCode = $("#ddlallentity option:selected").val().split("|")[1];
var entityMetadataId = $("#ddlallentity option:selected").val().split("|")[2];
parent.Xrm.Page.getAttribute("new_entityname").setValue(entityLogicalName);
parent.Xrm.Page.getAttribute("new_entitytypecode").setValue(entityTypeCode);
parent.Xrm.Page.getAttribute("new_entitymetadataid").setValue(entityMetadataId);
if($("#ddlattribute > option").length!=0){
$("#ddlattribute").empty();
$("#ddlattribute").css({
'min-width': '100px'
});
}
$('#dynamicForm').empty();
retrieveAttributes(attributesRetrieved,entityMetadataId);
}
function retrieveAttributes(attributesRetrieved,entityMetadataId) {
var serverURL = parent.Xrm.Page.context.getClientUrl();
var Query = "EntityDefinitions("+ entityMetadataId.toUpperCase() +")?$select=LogicalName&$expand=Attributes($select=LogicalName,DisplayName)";
var req = new XMLHttpRequest();
req.open("GET", serverURL + "/api/data/v8.2/" + Query, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Prefer", "odata.include-annotations=*");
req.onreadystatechange = function() {
if (this.readyState == 4 /* complete */ ) {
req.onreadystatechange = null;
if (this.status == 200) {
var data = JSON.parse(this.response);
if(data!=null && data.Attributes!=null){
var AllAttributesCollection = data.Attributes;
var attributesCollection = [];
for(var i = 0; i <AllAttributesCollection.length; i++ ){
if(AllAttributesCollection[i].DisplayName && AllAttributesCollection[i].DisplayName.UserLocalizedLabel){
attributesCollection[attributesCollection.length] = AllAttributesCollection[i];
}
}
attributesCollection.sort(function (a, b) {
if (a.DisplayName.LocalizedLabels[0].Label < b.DisplayName.LocalizedLabels[0].Label)
{ return -1 }
if (a.DisplayName.LocalizedLabels[0].Label> b.DisplayName.LocalizedLabels[0].Label)
{ return 1 }
return 0;
});
for (var i = 0; i < attributesCollection.length; i++) {
var attribute = attributesCollection[i];
if($("#ddlattribute").length!=0){
if(attribute.DisplayName.UserLocalizedLabel!=null){
$("#ddlattribute").append("<option value='"+attribute.LogicalName+"'>"+attribute.DisplayName.LocalizedLabels[0].Label+"</option>");
}
}
}
}
}
else {
var error = JSON.parse(this.response).error;
alert(error.message);
}
}
};
req.send();
}
window.onload = retrieveEntity;
</script>
<meta></head>
<body style="margin: 0px;">
<table height="1%" class="ms-crm-FormSection" id="{91951bf5-186c-4bb4-8d0b-80c807212b46}" style="table-layout: fixed;" cellspacing="0" cellpadding="3" valign="top" control="[object Object]" columns="2" label="General" isviewportsection="0">
<colgroup>
<col width="120">
<col>
<col width="140" class="FormSection_WriteColumnHeaders_col">
<col>
</colgroup><tbody>
<tr valign="top">
<td title="Entity" class="ms-crm-FieldLabel-LeftAlign ms-crm-Field-Normal" id="ddlallentity_c" style="text-align: left; font-size: 11px; color: #3b3b3b;"><label for="ddlallentity">Entity</label></td>
<td width="300" id="ddlallentity_d" isautoexpanding="FALSE" formxmlcolspan="1"><select name="ddlallentity" tabindex="1790" class="ms-crm-SelectBox " id="ddlallentity" style="float: left; -ms-ime-mode: auto; min-width: 100px;" onchange="setLogicalNameofEntity()" attrpriv="7" attrname="ddlallentity" req="0" defaultselected="-1"></select></td>
<td title="Field Name" class="ms-crm-FieldLabel-LeftAlign ms-crm-Field-Normal" id="ddlattribute_c" style="padding-left: 20px; font-size: 11px; color: #3b3b3b;"><label for="ddlattribute">Field Name</label></td>
<td id="ddlattribute_d" isautoexpanding="FALSE" formxmlcolspan="1"><select name="ddlattribute" tabindex="1880" class="ms-crm-SelectBox " id="ddlattribute" style="-ms-ime-mode: auto; min-width: 100px;" attrpriv="7" attrname="ddlattribute" req="0" defaultselected="-1"></select></td></tr></tbody></table>
<div id="dynamicForm"></div>
<div id="iframediv" style="display: none;"><iframe id="MyFormIframe">
</iframe></div></body></html>
Hi Arun Potti,
I think you can perform this using Web API. You could write a Javascript code in the HTML web resource with WebAPI call. Please refer the link below.
community.dynamics.com/.../597643
Hope this gives you an idea.
Hi Arun,
Yes you can retrieve metadata using JavaScript / C# code..
here are some links
C#
msdn.microsoft.com/.../jj863599.aspx
msdn.microsoft.com/.../microsoft.xrm.sdk.messages.retrieveentityrequest.aspx
msdn.microsoft.com/.../jj863605.aspx
JavaScript
#1
André Arnaud de Cal...
291,711
Super User 2024 Season 2
#2
Martin Dráb
230,458
Most Valuable Professional
#3
nmaenpaa
101,156
