Dynamics Community Forum Thread Details

Preselect pdf layout based on field in the quote context

For a customer of ours we need to preselect the used template for exporting a quote, based on a field in the quote context.

I don't find anything on the internet. Is there anyone who has experience with this?

I have the standard code here, where it passes some parameters but don't seem to see anything there...

var AppCommon;
(function (AppCommon) {
    var CommandActions = (function () {
        function CommandActions() { }

        /*
         * The below function launches the PDF dialog with a preselected template
         */
        CommandActions.LaunchPDFDialog = function () {
            var dialogOptions = {
                width: 1090,
                height: 625,
                position: 1 /* center */
            };

            var dialogParams = {};
            var entityReference = Xrm.Page.data.entity.getEntityReference();
            dialogParams["param_entityId"] = entityReference.id;
            dialogParams["param_entityType"] = entityReference.entityType;
            dialogParams["param_entityTypeCode"] = Xrm.Internal.getEntityCode(entityReference.entityType);
            dialogParams["param_templateType"] = 2; // Word document enum code
            dialogParams["param_documentType"] = "pdf";

            Xrm.Navigation.openDialog("ShowPDFPreview", dialogOptions, dialogParams);
        };

        return CommandActions;
    }());

    AppCommon.CommandActions = CommandActions;

    // Ribbon Rules for enabling/disabling the PDF button
    var RibbonRules = (function () {
        function RibbonRules() { }

        RibbonRules.isPdfCommandEnabled = function (entity) { 
            return __awaiter(this, void 0, void 0, function () {
                var isPdfSettingEnabled, data, settingObject, settingValue, err_1;
                return __generator(this, function (_a) {
                    switch (_a.label) {
                        case 0:
                            _a.trys.push([0, 3, , 4]);
                            isPdfSettingEnabled = sessionStorage.getItem(entity + "_isPdfSettingEnabled");
                            if (isPdfSettingEnabled) {

Categories:

Microsoft Dynamics CRM

Dynamics 365 Sales

Good morning, afternoon, or evening depending on your location!
I see this was posted quite a while ago - hoping you've already resolved but incase not, here are some thoughts:

You can achieve this by incorporating logic to retrieve the desired layout based on the field value and then pass this information in the dialog parameters.
Here's an adjusted example:

var AppCommon;
(function (AppCommon) {
    var CommandActions = (function () {
        function CommandActions() { }
/*
         * The below function launches the PDF dialog with a preselected template
         */
        CommandActions.LaunchPDFDialog = function () {
            var dialogOptions = {
                width: 1090,
                height: 625,
                position: 1 /* center */
            };
var dialogParams = {};
            var entityReference = Xrm.Page.data.entity.getEntityReference();
            dialogParams["param_entityId"] = entityReference.id;
            dialogParams["param_entityType"] = entityReference.entityType;
            dialogParams["param_entityTypeCode"] = Xrm.Internal.getEntityCode(entityReference.entityType);
            dialogParams["param_documentType"] = "pdf";
// Retrieve the field value from the quote context
            var fieldValue = Xrm.Page.getAttribute("yourFieldName").getValue();
// Logic to determine the template type based on the field value
            if (fieldValue === "Template1") {
                dialogParams["param_templateType"] = 1; // Template1 enum code
            } else if (fieldValue === "Template2") {
                dialogParams["param_templateType"] = 2; // Template2 enum code
            } else {
                dialogParams["param_templateType"] = 0; // Default template enum code
            }
Xrm.Navigation.openDialog("ShowPDFPreview", dialogOptions, dialogParams);
        };
return CommandActions;
    }());
AppCommon.CommandActions = CommandActions;
})();
Key Adjustments:

Field Value Retrieval: Replace "yourFieldName" with the actual schema name of the field in the quote entity that determines the layout.
Template Selection Logic: Adjust the conditions and template codes (1, 2, etc.) to correspond to your business requirements.

Ribbon Rule Adjustments:
To ensure the PDF button is enabled only when this field has a valid value, update the RibbonRules.isPdfCommandEnabled function with logic to check the field value:
RibbonRules.isPdfCommandEnabled = function (entity) {
    return __awaiter(this, void 0, void 0, function () {
        var fieldValue, isPdfSettingEnabled;
        return __generator(this, function (_a) {
            isPdfSettingEnabled = sessionStorage.getItem(entity + "_isPdfSettingEnabled");
            fieldValue = Xrm.Page.getAttribute("yourFieldName").getValue();

            // Enable PDF button only if fieldValue is not null/undefined
            return [2 /*return*/, isPdfSettingEnabled && fieldValue];
        });
    });
};

Hope this helps some!

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