如何将过滤视图添加到功能区“添加现有”按钮

Question

我有一个与当前记录n：n关系的子网格。

我想添加一个过滤的视图到这个子网格的“Add Existing”按钮。

有什么想法？

（我跟着这篇文章是完全一样的我的要求：http://danielcai.blogspot.com/2011/12/filtered-lookup-for-existing-button-of.html）

Answer 1

首先，你要导出包含的实体类型要过滤的解决方案：

在定制.XML找到RibbonDiffXml节点，并添加以下代码：

<RibbonDiffXml> 
    <CustomActions /> 
    <Templates> 
     <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates> 
    </Templates> 
    <CommandDefinitions /> 

而在该个CommandDefinitions节点，补充一点：

<CommandDefinitions> 
    <CommandDefinition Id="Mscrm.AddExistingRecordFromSubGridAssociated"> 
    <EnableRules> 
     <EnableRule Id="Mscrm.AppendToPrimary" /> 
     <EnableRule Id="Mscrm.EntityFormIsEnabled" /> 
    </EnableRules> 
    <DisplayRules> 
     <DisplayRule Id="Mscrm.AddExisting" /> 
     <DisplayRule Id="Mscrm.ShowForManyToManyGrids" /> 
     <DisplayRule Id="Mscrm.AppendToPrimary" /> 
     <DisplayRule Id="Mscrm.AppendSelected" /> 
     <DisplayRule Id="Mscrm.CanWriteSelected" /> 
    </DisplayRules> 
    <Actions> 
     <JavaScriptFunction FunctionName="addExistingCustomFilter" Library="$webresource:new_yourLibrary"> 
     <CrmParameter Value="SelectedEntityTypeCode" /> 
     <CrmParameter Value="SelectedControl" /> 
     <CrmParameter Value="PrimaryEntityTypeName" /> 
     </JavaScriptFunction> 
    </Actions> 
    </CommandDefinition> 
    <CommandDefinition Id="Mscrm.AddExistingRecordFromSubGridStandard"> 
    <EnableRules> 
     <EnableRule Id="Mscrm.AppendToPrimary" /> 
     <EnableRule Id="Mscrm.EntityFormIsEnabled" /> 
    </EnableRules> 
    <DisplayRules> 
     <DisplayRule Id="Mscrm.AddExisting" /> 
     <DisplayRule Id="Mscrm.ShowForManyToManyGrids" /> 
     <DisplayRule Id="Mscrm.AppendToPrimary" /> 
     <DisplayRule Id="Mscrm.AppendSelected" /> 
     <DisplayRule Id="Mscrm.CanWriteSelected" /> 
    </DisplayRules> 
    <Actions> 
     <JavaScriptFunction FunctionName="addExistingCustomFilter" Library="$webresource:new_yourLibrary"> 
     <CrmParameter Value="SelectedEntityTypeCode" /> 
     <CrmParameter Value="SelectedControl" /> 
     <CrmParameter Value="PrimaryEntityTypeName" /> 
     </JavaScriptFunction> 
    </Actions> 
    </CommandDefinition> 
</CommandDefinitions> 

代码来自您可以在CRM 2011 SDK发现并已被修改为调用从自定义JavaScript库的自定义功能的XML文件。

然后，在库属性中创建具有上面指定名称的新JS库。

添加第一个泛型函数：

/*****************************************/ 
/*          */ 
/*  Add Custom View To Subgrid  */ 
/*          */ 
/*****************************************/ 
function addExistingFromSubGridCustom(params) { 

    var relName = params.gridControl.getParameter("relName"), 
     roleOrd = params.gridControl.getParameter("roleOrd"), 
     viewId = "{00000000-0000-0000-0000-000000000001}"; // a dummy view ID 

    var customView = { 
     fetchXml: params.fetchXml, 
     id: viewId, 
     layoutXml: params.layoutXml, 
     name: params.name, 
     recordType: params.gridTypeCode, 
     Type: 0 
    }; 

    var lookupItems = LookupObjects(null, "multi", params.gridTypeCode, 0, null, "", null, null, null, null, null, null, viewId, [customView]); 
    if (lookupItems && lookupItems.items.length > 0) { 
     AssociateObjects(crmFormSubmit.crmFormSubmitObjectType.value, crmFormSubmit.crmFormSubmitId.value, params.gridTypeCode, lookupItems, IsNull(roleOrd) || roleOrd == 2, "", relName); 
    } 
} 

最后，加应由按钮来调用的函数：

function addExistingCustomFilter(gridTypeCode, gridControl, primaryEntityName) { 

// Here you can specify for which entity the filter should be applied. 
// For example, filter only when you try to add an existing record to a client. 
// In the other cases, you will call the default method. 
    if (primaryEntityName != "client") { 
     Mscrm.GridRibbonActions.addExistingFromSubGridStandard(gridTypeCode, gridControl); 
     return; 
    } 

    // Add some logic to retrieve information needed to filter your view if you want to 


    //Update the fetch that will be used by the grid. 
    var fetch = '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">' + 
       '<entity name="...">' + 
       '<attribute name="..." />' + 
       '<filter type="and">' + 
       '<condition ... />' + 
       '</filter>' + 
       '</entity>' + 
       '</fetch>'; 
    // Add conditions to your fetch xml dynamically 

    // Call the generic method with the rights arguments. 
    addExistingFromSubGridCustom({ 
     gridTypeCode: gridTypeCode, 
     gridControl: gridControl, 
     fetchXml: fetch, 
     name: "My dynamyc custom filtered view!", 
     layoutXml: '<grid name="" object="' + gridTypeCode + '" jump="all_name" select="1" icon="1" preview="0">' + 
       // Provide a layout xml ... 
       '</grid>' 
    }); 
} 

发布一切，这应该是好！