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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is it possible to gene...
Microsoft Dynamics CRM (Archived)

Is it possible to generate OOB report as pdf format on button click of a custom entity

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ReportReport
Posted on by Arunav Dash 105

I have written the code as given below but it is not working

//Author: Arunav Dash
//Description: Creating Email and notes with attachment PDF
var base64 = null;

function form_onsave(executionContext) {
debugger;
var formContext = executionContext.getFormContext();
// if (formContext.getAttribute("ccc_senttocustomer") !== null && formContext.getAttribute("ccc_senttocustomer") !== undefined)
// {
// var senttocustomer = formContext.getAttribute("ccc_senttocustomer").getValue();
// if (senttocustomer === true) {
// createAttachment();
// }
// }
createAttachment();
alert("Report Send Successfully");
}
function getReportingSession() {
var reportName = "Report Test.rdl"; //set this to the report you are trying to download
//var reportGuid = "170faa66-19ad-e811-a96f-000d3af43d1a"; //set this to the guid of the report you are trying to download
var reportGuid = "2B5A0201-D382-E911-A973-000D3AF06590"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var selectedIds = Xrm.Page.data.entity.getId();
var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();

var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='im360_recurringprocess'><all-attributes /><filter type='and'><condition attribute='im360_recurringprocessid' operator='eq' value='" + selectedIds + "' /> </filter></entity></fetch>";

retrieveEntityReq.open("POST", pth, false);

retrieveEntityReq.setRequestHeader("Accept", "*/*");

retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

retrieveEntityReq.send("id=%7B" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:CRM_im360_recurringprocess=" + strParameterXML);
var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
// alert("x" + x + "y" + y);
var ret = new Array();

ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
return ret;
}

function createEntity(ent, entName, upd) {
var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc";
createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;

return newEntity;
}

function createAttachment() {
var params = getReportingSession();

if (msieversion() >= 1) {
encodePdf_IEOnly(params);
} else {
encodePdf(params);
}
}

var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
}
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
}
this.toString = function () {
return this.parts.join('');
}
}

var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;

while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];

enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;

if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
}

output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
}

return output.toString();
}

function encodePdf_IEOnly(params) {
var bdy = new Array();
var retrieveEntityReq = new XMLHttpRequest();

var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");

retrieveEntityReq.send();
bdy = new VBArray(retrieveEntityReq.responseBody).toArray(); // minimum IE9 required

createNotesAttachment(encode64(bdy));
}

function encodePdf(params) {
var xhr = new XMLHttpRequest();
var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
xhr.open('GET', pth, true);

xhr.setRequestHeader("Accept", "application/json");
xhr.setRequestHeader("Content-Type", "application/json; charset=utf-8");
xhr.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");


xhr.responseType = 'arraybuffer';

xhr.onload = function (e) {
//xhr.onreadystatechange = function() {
if (this.status == 200) {
var uInt8Array = new Uint8Array(this.response);
base64 = encode64(uInt8Array);
CreateEmail(base64);
createNotesAttachment(base64);
}
};
xhr.send();
}

function msieversion() {

var ua = window.navigator.userAgent;
var msie = ua.indexOf("MSIE ");

if (msie > 0 || !!navigator.userAgent.match(/Trident.*rv\:11\./)) // If Internet Explorer, return version number
return parseInt(ua.substring(msie + 5, ua.indexOf(".", msie)));
else // If another browser, return 0
return 0;
}

function createNotesAttachment(base64data) {

var propertyName;
var propertyAddress;
var propertyCity;
var estimateNumber;
// if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined)
// {
// estimateNumber = Xrm.Page.getAttribute("name").getValue();
// //alert(estimateNumber);
// }
// if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined) {
// var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
// if (propertyNameRef != null && propertyNameRef != undefined) {
// propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
// propertyAddress = propertyNameRef.getValue()[0].name;
// var object = getPropertyAddress(propertyId);
// propertyName = object[1];
// propertyCity = object[2];
// }
// }

var post = Object();
post.DocumentBody = base64data;
post.Subject = estimateNumber+propertyAddress;
post.FileName = "Testing Report " + ".pdf";
post.MimeType = "application/pdf";
post.ObjectId = Object();
post.ObjectId.LogicalName = Xrm.Page.data.entity.getEntityName();
post.ObjectId.Id = Xrm.Page.data.entity.getId();
createEntity(post, "Annotation", "");
}

function CreateEmail(base64) {

var recordURL;
var propertyName;
var propertyAddress;
var propertyCity;
var estimateNumber;
var serverURL = Xrm.Page.context.getClientUrl();
var email = {};
var qid = Xrm.Page.data.entity.getId().replace(/[{}]/g, "");
var OwnerLookup = Xrm.Page.getAttribute("ownerid").getValue();
var OwnerGuid = OwnerLookup[0].id;
OwnerGuid = OwnerGuid.replace(/[{}]/g, "");
var ContactLookUp = Xrm.Page.getAttribute("im360_selectcontact").getValue();
var ContactId = ContactLookUp[0].id.replace(/[{}]/g, "");
var contactTypeName = ContactLookUp[0].typename;
var contactName = ContactLookUp[0].name;
//var signature = getSignature(OwnerGuid);
// if (Xrm.Page.getAttribute("ccc_recordurl") !== null && Xrm.Page.getAttribute("ccc_recordurl") !== undefined)
// {
// recordURL = Xrm.Page.getAttribute("ccc_recordurl").getValue();
// //alert(estimateNumber);
// }
// if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined)
// {
// estimateNumber = Xrm.Page.getAttribute("name").getValue();
// //alert(estimateNumber);
// }
// if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined)
// {
// var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
// if (propertyNameRef != null && propertyNameRef != undefined) {
// propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
// propertyAddress = propertyNameRef.getValue()[0].name;
// var object = getPropertyAddress(propertyId);
// propertyName = object[1];
// propertyCity = object[2];
// }
// }
//signature=XMLToString(signature);
//alert("OwnerGuid" + OwnerGuid + " signature" + signature);
// if (signature == null || signature == undefined)
// {
// signature = "";
// }
var string = "Hello " + contactName + " ,</br>Here is the estimate you requested for this location:</br>Estimate # " + "" + " </br>" + "" + " " + "" + ", " + "" + "</br></br>A PDF copy is attached to this email, as well.</br>If you have any questions about this estimate, please reply back to this email or call me.Thank you for considering us!</br></br>" + "";
// var string = "Hello " + contactName + " ,</br>Here is the estimate you requested for this location:</br>Estimate # <a href=" + recordURL + ">" + estimateNumber + "</a> </br>" + propertyName + " " + propertyAddress + ", " + propertyCity + "</br></br> You can click on the estimate number to view the estimate online to approve it, request changes, etc.</br>A PDF copy is attached to this email, as well.</br>If you have any questions about this estimate, please reply back to this email or call me.Thank you for considering us!</br></br>" + signature;

email["subject"] = "Tesing Subject";
// email["description"] = "Hello "+contactName+" ,"+'\n'+"Here is the estimate you requested for this location:"+'\n'+"Estimate # [ESTIMATE-NUMBER] (linked to the estimate)"+'\n'+" ([PROPERTY-NAME]) [PROPERTY-ADDRESS], [PROPERTY-CITY]"+'\n'+""+'\n'+" You can click on the estimate number to view the estimate online to approve it, request changes, etc."+'\n'+"A PDF copy is attached to this email, as well."+'\n'+"If you have any questions about this estimate, please reply back to this email or call me."+'\n'+""+'\n'+"Thank you for considering us!"+'\n'+""+'\n'+signature;
email["description"] = string;
email["regardingobjectid_im360_recurringprocess@odata.bind"] = "/im360_recurringprocesses(" + qid + ")";
//activityparty collection
var activityparties = [];
//from party
var from = {};
from["partyid_systemuser@odata.bind"] = "/systemusers(" + OwnerGuid + ")";
from["participationtypemask"] = 1;
//to party
var to = {};
to["partyid_contact@odata.bind"] = "/contacts(" + ContactId + ")";
to["participationtypemask"] = 2;

activityparties.push(to);
activityparties.push(from);

//set to and from to email
email["email_activity_parties"] = activityparties;

var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/emails", 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.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
var uri = this.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
var newEntityId = matches[1];
createEmailAttachment(newEntityId, base64);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(email));
///////////////////
}
function createEmailAttachment(emailUri, base64) {
var activityId = emailUri.replace(/[{}]/g, "");
var propertyId;
var propertyName;
var propertyAddress;
var propertyCity;
var estimateNumber;
// if (Xrm.Page.getAttribute("name") !== null && Xrm.Page.getAttribute("name") !== undefined)
// {
// estimateNumber = Xrm.Page.getAttribute("name").getValue();
// }
// if (Xrm.Page.getAttribute("ccc_propertyid") !== null && Xrm.Page.getAttribute("ccc_propertyid") !== undefined)
// {
// var propertyNameRef = Xrm.Page.getAttribute("ccc_propertyid");
// if (propertyNameRef != null && propertyNameRef != undefined) {
// propertyId = propertyNameRef.getValue()[0].id.slice(1, -1);
// propertyAddress = propertyNameRef.getValue()[0].name;
// var object = getPropertyAddress(propertyId);
// propertyName = object[1];
// propertyCity = object[2];

// }
// }


var activityType = "email"; //or any other entity type
var entity = {};
entity["objectid_activitypointer@odata.bind"] = "/activitypointers(" + activityId + ")";
//entity.body = "ZGZnZA=="; //your file encoded with Base64
entity.body = base64; //your file encoded with Base64
entity.filename = "report" + ".pdf";
entity.subject = "Testing Subject";
entity.objecttypecode = activityType;
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/activitymimeattachments", 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.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
var uri = this.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
var newEntityId = matches[1];
//alert("attachement created "+newEntityId);
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
}
function getPropertyAddress(pid) {
debugger;
var ccc_name;
var ccc_property1;
var ccc_propertycity;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/ccc_properties(" + pid + ")?$select=ccc_name,ccc_property1,ccc_propertycity", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
ccc_name = result["ccc_name"];
ccc_property1 = result["ccc_property1"];
ccc_propertycity = result["ccc_propertycity"];
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
return [ccc_name, ccc_property1, ccc_propertycity];
}
function getSignature(OwnerGuid) {
debugger;
var sig;
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/emailsignatures?$select=presentationxml&$filter=_ownerid_value eq " + OwnerGuid, 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);
for (var i = 0; i < results.value.length; i++) {
var presentationxml = results.value[i]["presentationxml"];
oXml = CreateXmlDocument(presentationxml);
sig = oXml.lastChild.lastElementChild.textContent;
}
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
return sig;
}
function CreateXmlDocument(signatureXmlStr) {
// Function to create Xml formate of return email template data
var parseXml;

if (window.DOMParser) {
parseXml = function (xmlStr) {
return (new window.DOMParser()).parseFromString(xmlStr, "text/xml");
};
}
else if (typeof window.ActiveXObject != "undefined" && new window.ActiveXObject("Microsoft.XMLDOM")) {
parseXml = function (xmlStr) {
var xmlDoc = new window.ActiveXObject("Microsoft.XMLDOM");
xmlDoc.async = "false";
xmlDoc.loadXML(xmlStr);

return xmlDoc;
};
}
else {
parseXml = function () { return null; }
}

var xml = parseXml(signatureXmlStr);
if (xml) {
return xml;
}
}

////////////////////////////////////////////////////////////////////

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