Passing parameter value to fetch-based report from entity form

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Here's what I'm trying to do: When I go to a company form, I want the company guid of that company to be passed automatically to a fetch-based report that's embedded on the company form with an iframe.

Right now, I have successfully written the fetch-based report I want. I can run it outside of the company form and input a company guid -- that works. I can run it within the company form through the iframe, but without the results being specific to the currently-viewed company -- that works. What I can't do (and what I'm trying to figure out) is how to make the report automatically pull the GUID from the company form and run the report on it, and show those results in the iframe. What can I do?

Thanks for your help!

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MehrCrm 290 on at

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You can

1) use the following in your iframe code to get the company record guid:

var companyGuid = window.parent.Xrm.Page.data.entity.getId();

2) in the iframe's "Web Resource Properties" dialog (form editor), check the "Pass record object-type code and unique identifier as parameters" check box. Then in your iframe code use a function like the following to get the guid of the company record:

function GetCompanyGuidFromParameters() { var guid = null; try { if (location.search != "") { var vals = location.search.substr(1).split("&"); // vals = ["orglcid=1033", "orgname=Demo", "userlcid=1033", "type=10016", "typename=new_company", "id={B304F88F-BFD9-E511-80C4-08002738AA19}"] for (var i = 0; i < vals.length; i++) { var tmp = vals[i].split("="); if (tmp[0].toLowerCase() == "id" && tmp[1] != "") { guid = decodeURIComponent(tmp[1]); break; } } } } catch (e) { console.error("Unable to retrieve Guid of the company from data parameter.\r\n" + e.message); } return guid; }

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Thanks for the reply, MehrCRM. What exactly do you mean by "iframe code"? Do you mean the fetchXML? I tried assigning the GUID value as you suggested like so:

<QueryParameter Name="@guid"> <Value>=window.parent.Xrm.Page.data.entity.getId()</Value> </QueryParameter>

I don't have a problem getting the GUID on the company page -- I can do this in the JavaScript on the page:

var guid = Xrm.Page.data.entity.getId();

The problem for me is passing that value into the report in the iframe, then making the report run automatically (without me having to click 'view report' to start).

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MehrCrm 290 on at

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Sorry, I misunderstood the question. Please see the following article written for 2011 but with two additional changes, it works for 2013 and up:

mscrmshop.blogspot.ca/.../step-by-step-tutorial-to-add-crm-report.html

1. developer should Uncheck Restrict cross-frame scripting on IFrame Propertiy

2. When building the URL in script (SetSrc) it should be Full URL, include servername and organization name.

After making this changes on the previous scope, the will run in embedded form

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Okay, I followed those directions. That gives me pretty much exactly what I had successfully before -- the report shows the records from ALL the companies, not just the one I'm viewing.

Also, in regards to #2, that makes the report error out. The report works when I follow the directions in the article "/crmreports/viewer/viewer.aspx?...", but, again, it shows the records from all companies.

Any other suggestions on how to run the report on just the company it's on the form of?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

This should be helpful - andreaswijayablog.blogspot.com/.../crm-2011-embed-report-in-iframe-and.html

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Community Member on at

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I figured it out!

rajeevpentyala.com/.../pass-parameters

^That post has the answer. All you have to do is add the parameter name prefaced by "&p:" to the iframe source (report) URL. That's it! The input box now auto-populates and runs automatically on page load.

More details:

The javascript On_load function now looks like this:

function showSuccessReport() { //Get iframe var iframeObject = Xrm.Page.getControl("IFRAME_Success"); if (iframeObject != null) { var strURL = "/crmreports/viewer/viewer.aspx?action=run&context=records" + "&id=%7bA2449FD3-4054-E611-9417-00155D011101%7d" + "&records=" + Xrm.Page.data.entity.getId() + "&recordstype=1&p:CompanyID=" + Xrm.Page.data.entity.getId(); //Set URL of iframe iframeObject.setSrc(strURL); } }

'CompanyID' is the parameter name in my report. The source of the iFrame itself is set to 'about:blank'.

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