Navigation link with custom URL

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Posted on by Kitco

925

Hello,

On the Account form, I need a Navigation Link (left) with a dynamic URL with the Lead's email address as part of the URL.

I'm only able to catch the GUID of the account but not other fields.

I have followed this tutorial (www.crmanswers.net/.../dynamic-navigation-links-using.html) and created a HTML Web Resource.

Script seems to fail at the "$.ajax({" part:

function GoToDynamicUrl(accountName) {

var dynamicUrl = "www.bing.com/search + accountName;

location.href = dynamicUrl;

}

function getURLParameter(name) {

return decodeURIComponent((new RegExp('[?|&]' + name + '=' + '([^&;]+?)(&|#|;|$)').exec(location.search)||[,""])[1].replace(/\+/g, '%20'))||null;

}

function retrieveRecord(id, odataSetName, successCallback, errorCallback) {

var context = Xrm.Page.context;

var serverUrl = context.getServerUrl();

var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";

$.ajax({

type: "GET",

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

datatype: "json",

url: serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "(guid'" + id + "')",

beforeSend: function (XMLHttpRequest) {

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

success: function (data, textStatus, XmlHttpRequest) {

if (successCallback) { successCallback(data.d); }

error: function (XmlHttpRequest, textStatus, errorThrown) {

if (errorCallback) { errorCallback(errorThrown); }

}

});

}

function retrieveSuccess(data) {

// we call the GoToDynamicUrl function with the Account Name

alert(data.Name);

GoToDynamicUrl(data.Name);

}

function retrieveError(error) {

alert("Error: " + error);

}

</SCRIPT>

// Retrieve the id from the query string

var id = getURLParameter('id');

// Retrieve the record and call the success function

retrieveRecord(id, 'AccountSet', retrieveSuccess, retrieveError);

</SCRIPT>

</BODY></HTML>

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Kitco 925 on at

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When lauching URL built on a separate browser, it works but when calling it thru ajax, it fails.

Any help would be greatly appreciated

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Nizar JLASSI 2 on at

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Hi Kitco,

Try to use available javascript librairies that allow you to access to your data with the easiest way.

You can use XrmServiceToolkit on CodePlex. It allow you to use REST or SOAP protocols with Async or Sync.

In your example, you can use retrieveRecord function.

If you are not obliged to use ODATA, you can use XrmServiceToolkit SOAP libraiy like this:

var queryOptions = {

    entityName: "account",

    attributes: ["accountid"],

    values: [yourAccountId],

    columnSet: ["name"]

};

var fetchedAccount = XrmServiceToolkit.Soap.QueryByAttribute(queryOptions);

if (fetchedAccount.length >= 0) {

    // You can use this way

    var accountName = fetchedAccount[0].attributes["name"].value;

    // Or this way

    var accountName = fetchedAccount[0].attributes.name;

}

I hope that it can help you.

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/



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Kitco 925 on at

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Sorry if my question is dumb but I downloaded the package but where do I put it?

On the CRM server? Which folder path?

Thanks again

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Nizar JLASSI 2 on at

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You need to verify witch CRM version you use (there is 1.4 for CRM 2011 and 2.0 for CRM 2013)

After that you download it and you extract it in a folder.

It contains 3 files (jquery.js, json2.js and XrmServiceToolkit.js)

You need to add them as webresources in your Crm Solution.

N.B: If you have jquery librairy or Json librairy in your CRM, you don't need to add them and I should only add the XrmServiceToolkit.js.

After that on you HTML Web Resource you add these lines :

<script type="text/javascript" src="ClientGlobalContext.js.aspx"></script>

<script type="text/javascript" src="new_json2.js"></script>

<script type="text/javascript" src="new_jquery.js"></script>

<script type="text/javascript" src="new_XrmServiceToolkit.js"></script>

Be Careful, if your web resources has another names, you should to put the right names on scripts tags.

and Finally, you put your javascript code in your <script></script> tag

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/

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Kitco 925 on at

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Hello,

I have done what you said but the call fails at:

var fetchedAccount = XrmServiceToolkit.Soap.QueryByAttribute(queryOptions);

it does nothing

I placed an alert statement to view the content of queryOptions and it set it correctly, however the call doesn't do anything.

Any way to debug or put some sort of try catch functionality?

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Kitco 925 on at

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I am running CRM 2011 so I downloaded package: XrmServiceToolkit 1.4.1 for CRM 2011

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Nizar JLASSI 2 on at

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To debug in IE, use F12 key .

If you are using IE 11, when you push F12 key: a window will appear, you should click on debugger bouton.

You can search XrmServiceToolkit and QueryByAttribute in search input

It will open the XrmServiceToolkit.js file

And you can put breakpoints and debug your code.

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/

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Kitco 925 on at

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Ok,

Error shows that:

XrmServiceToolkit is undefined:

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Kitco 925 on at

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Here are the 3 web resources

and here is the call

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Nizar JLASSI 2 on at

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Hi Kitco,

To works fine, <script></script> tags should be inside <head></head> tags not inside <body></body> tags.

Another point, did you add there files in event tab in your form properties ?

Nizar JLASSI

Dymamics CRM Trainer and Senior Consultant
Email : n.jlassi@gmail.com

Blog : http://mscrm-njl.blogspot.fr/

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