Friday, August 26, 2011

Activity Party in Emails & Unresolved Email Addresses

Adjusting emails through custom code is a bit of a pain, but I managed to figure out how to modify the recipients of an email as well as force unresolved email addresses in there.

First, for unresolved emails, enable them in the CRM settings. Settings -> Administration -> System Settings -> Email Tab -> Allow messages with unresolved e-mail recipients to set -> Set to yes.

Now, onto the some code snippets. I know I learn best by looking at working code!

EntityCollection ec = new EntityCollection();
EntityCollection ccEC = new EntityCollection();

// Send to a CONTACT
Entity party = new Entity("activityparty");
party["partyid"] = new EntityReference("contact", contactId);                        party["participationtypemask"] = new OptionSetValue(2); // 2 for TO
ec.Entities.Add(party);

// Send to an EMAIL ADDRESS BY STRING
Entity ccParty = new Entity("activityparty");
ccParty["addressused"] = ccEmail.Trim(); // Raw email address string
ccParty["participationtypemask"] = new OptionSetValue(3); // 3 for CC
ccEC.Entities.Add(ccParty);

email["to"] = ec;
email["cc"] = ccEC;
crmService.Update(email); // I already had my email entity object prior to this

// Send the email!
SendEmailRequest ser = new SendEmailRequest();
ser.EmailId = email.Id;
ser.TrackingToken = "";
ser.IssueSend = true;
crmService.Execute(ser);

Hope this saves someone out there some pain! I know I beat my head against this for awhile before getting it all rolling.

Thursday, August 18, 2011

Disabling Lookup View Selector via Javascript

Sometimes you need to disable the View Selector after the fact via Javascript. In my case, I needed to add a custom view, set to to default, then disable the view picker. If you try to set the view picker as disabled from the form editor, it'll fail to change to the new view that you specify! Therefore, you *have* to disable it after the fact. Luckily, this can be done with one quick & effective line:

document.getElementById("new_product").disableViewPicker = 1;

In my case, new_product is the name of the lookup that I wanted to disable views for. In the bigger context, here is a working example of how to create a custom view then disable the view selector:


var viewId = "{00000000-0000-0000-0000-000000000001}";
    var entityName = "new_quoteproduct";
    var viewDisplayName = "Filtered Products";
    var viewIsDefault = true;

    fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
                   "<entity name='new_quoteproduct'>" +
                   "<attribute name='new_quoteproductid' />" +
                   "<attribute name='new_name' />" +
                   "<attribute name='new_category' />" +
                   "<attribute name='new_systemset' />" +
                   "<attribute name='new_productnumber' />" +
                   "<order attribute='new_category' descending='false' />" +
                   "<filter type='and'>" +
                   "<condition attribute='statecode' operator='eq' value='0' />";
    if (systemSet) {
        fetchXml += "<condition attribute='new_systemset' operator='eq' value='100000002' />";
    }
    if(categoryID != null) {
        fetchXml += "<condition attribute='new_category' operator='eq' value='" + categoryID + "' />";
    }
    fetchXml += "</filter>" +
                "</entity>" +
                "</fetch>";

    var layoutXml = "<grid name='resultset' object='1' jump='new_name' select='1' icon='1' preview='1'>" +
                    "<row name='result' id='new_quoteproductid'>" +
                    "<cell name='new_category' width='150' />" +
                    "<cell name='new_productnumber' width='150' />" +
                    "<cell name='new_systemset' width='75' />" +
                    "<cell name='new_name' width='200' />" +
                    "</row>" +
                    "</grid>";

    Xrm.Page.getControl("new_product").addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, viewIsDefault);
    document.getElementById("new_product").disableViewPicker = 1;


Now, if only MS would fix the bug where custom lookup views don't respect your sorting, and we'd have a perfect solution! Hopefully this helps some of you out there.