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Microsoft Dynamics CRM (Archived)

Display the Notes Pane in an html Page

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Posted on by 958

Is it possible to show the Notes Pane of Social pane in an HTML page?

Please suggest.

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Display the Notes Pane in an html Page

    Hi,

    No, its CRM's default\internal control which you cannot add to HTML. You need to fetch the notes record and display it in a table/grid within your HTML.

    Hope this helps.

  • Shakti Singh Rajput Profile Picture
    958 on at
    RE: Display the Notes Pane in an html Page

    Can u please elaborate.

    Like fetch the notes from FetchXML?

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Display the Notes Pane in an html Page

    Hi,

    Yes, similar concept. You can use use Sparkle tool to build this as well. www.sparklexrm.com/.../features.html

    You can refer this for more options. But the basics idea is same. Retrieve records and display it in a table.

    community.dynamics.com/.../164057

    Hope this helps.

  • Shakti Singh Rajput Profile Picture
    958 on at
    RE: Display the Notes Pane in an html Page

    Hy Ravi,

    I am successfully able to fetch the XML for Notes.

    Now, how could i show them into html file.

    I want to show the notes in html.

    Code:-

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">

     <entity name="annotation">

       <attribute name="subject" />

       <attribute name="notetext" />

       <attribute name="filename" />

       <attribute name="annotationid" />

       <order attribute="subject" descending="false" />

       <link-entity name="account" from="accountid" to="objectid" link-type="inner" alias="ae">

         <filter type="and">

           <condition attribute="accountid" operator="not-null" />

         </filter>

       </link-entity>

     </entity>

    </fetch>

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Display the Notes Pane in an html Page

    Hi,

    Did you try any of the above shared link? You can use SparkleXRm to display records.

  • Shakti Singh Rajput Profile Picture
    958 on at
    RE: Display the Notes Pane in an html Page

    Hi Ravi,

    Sorry for late response.

    Requirement is we need to show account notes within the account preview as mentioned in my previous post. community.dynamics.com/.../296899

    So i am unable to embed both code.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Display the Notes Pane in an html Page

    Okay, did you refer the other link? Check the below link which has the thtml code as well

    community.dynamics.com/.../164057

  • Shakti Singh Rajput Profile Picture
    958 on at
    RE: Display the Notes Pane in an html Page

    Yes aleady reffered this link.

    Already made an code of preview accounnt information using CRM Rest builder.

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Display the Notes Pane in an html Page

    Did you check there is a response in that thread which is what you are looking for? i.e. retrieve data and show it in a html table

    Here is an extract. You need to modifiy this as per your requirement-

    ==============

    <html><head>

      <title>Account Services</title>

      <script src="../WebResources/raj_jquery_1.9.1.min"></script>

      <script src="ClientGlobalContext.js.aspx"></script>

      <script type="text/javascript">

          function loadAccountServices() {

              //Get Account Guid

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

              //Get Account Services

              var accountServices = getAccountServices(accountId);

              if (accountServices != null && accountServices.length > 0) {

                  var tableData = "";

                  for (var i = 0; i < accountServices.length; i++) {

                      var service = accountServices[i].raj_name;

                      if (service != null) {

                          //dynamically add table data with Service Names

                          tableData = tableData + "<tr><td>" + service + "</td>";

                      }

                      var service1 = accountServices[i].raj_Mobile;

                      if (service1 != null) {

                          tableData = tableData + "<td>" + service1 + "</td>";

                      }

                      var service2 = accountServices[i].raj_Email;

                      if (service2 != null) {

                          tableData = tableData + "<td>" + service2 + "</td></tr>";

                      }

                  }

                  //Create HTML table

                  var table = "<table style='font-family:Segoe UI;font-weight:normal;font-size:13px;text-align:center'border='1'><tr style='height:20px'><td bgcolor='#A9D0F5'>Name</td><td bgcolor='#A9D0F5'>Mobile</td><td bgcolor='#A9D0F5'>Email</td></tr>" + tableData + "</table>";

                  //show table data on the Account form

                  window.document.writeln(table);

              }

          }

          //get Account Services

          function getAccountServices(accountId) {

              var serverUrl = Xrm.Page.context.getClientUrl();

              var oDataUri = serverUrl + "/xrmservices/2011/OrganizationData.svc/raj_accountservicesSet?$select=raj_name,raj_Mobile,raj_Email&$filter=raj_Acc2AccserId/Id eq guid'" + accountId + "'";

             // alert(oDataUri);

              var accountServices = null;

              $.ajax({

                  type: "GET",

                  contentType: "application/json; charset=utf-8",

                  datatype: "json",

                  url: oDataUri,

                  async: false,

                  beforeSend: function (XMLHttpRequest) {

                      XMLHttpRequest.setRequestHeader("Accept", "application/json");

                  },

                  success: function (data, textStatus, XmlHttpRequest) {

                      if (data != null && data.d.results.length > 0) {

                          accountServices = data.d.results;

                      }

                  },

                  error: function (XMLHttpRequest, textStatus, errorThrown) {

                  }

              });

              return accountServices;

          }

      </script>

    <meta charset="utf-8"></head>

    <body style="word-wrap: break-word;" onload="loadAccountServices();">

    <br>

    <form onload="loadAccountServices();">

    </form></body></html>

    ================

  • Shakti Singh Rajput Profile Picture
    958 on at
    RE: Display the Notes Pane in an html Page

    what is the use of this line ---->   <script src="../WebResources/raj_jquery_1.9.1.min"></script>

    Which type of content in raj_jquery_1.9.1.min WebResource?

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