Wednesday, April 30, 2014

Resco javascript Fetch all account example

I have recently been working on a Proof-of-concept for a customer with the Resco.net mobile platform. It is the first time I have been working deeply with it and I really like it. The woodford customization tool is very powerful and easy to use. It also allows customizers to add custom components such as offline html and js-components that can be used to extend the built in functionality where the standard forms do not meet the customer’s requirements.

In this case my customer wanted me to prove that it was possible to create an overview screen for an account showing lots of related information on a single screen. As Resco does not intrinsically support subgrids, like Microsoft Dynamics CRM does, you have to create this with a custom html which loads this data from the offline Resco storage. In theory this shouldn’t be too hard. It proved to be a bit more of a challenge, especially since the Resco Woodford manual contained some errors why I thought it might be a good idea to publish an example of how a complete code example of how to fetch a list of accounts wrapped in a working html-page that can just be copy-pasted into a file and tested out. This was one of the issues I had as just getting a simple base-line to work from was quite a lot of work.

So, without any more bells and whistles, here is the code:

<!DOCTYPE html>
<html>
<head>
    <title>Account List</title>
<script type="text/javascript" src="JSBridge.js"></script>
<script type="text/javascript">

function writeError(text) {
var error = document.getElementById("errortext");
error.innerHTML = error.innerHTML + "
"
+ text;
}

function callbackAccountsLoaded(res)
{
    writeError("In callbackAccountsLoaded")
    writeError(res);
}
 
function callbackAccountsFailure(res)
{
    writeError("callbackAccountsFailure")
    writeError(res);
}

function onAccountLoad() {
    try {
        writeError("Start!");

        var account = new MobileCRM.FetchXml.Entity("account");
        account.addAttribute("name");
        account.filter = new MobileCRM.FetchXml.Filter();
        account.filter.where("statuscode", "eq", 1); // which have “Active” status

        var fetch = new MobileCRM.FetchXml.Fetch(account);
        writeError("Sending");
        fetch.execute("Array", function (res) { callbackAccountsLoaded(res); }, function (err) { callbackAccountsFailure(err); }, null);
    }
    catch (e)
    {
        errortext("Error: " + e.message);
    }
}
</script>
</head>
<body onload="onAccountLoad();">
<div style="height:300px;" id="errortext"></div>
</body>
</html>

Some of the important points here are:

1.      account.filter.where needs to be used instead of using account.where directly as indicated in the example in the Woodford manual. It also needs to be instantiated with the “MobileCRM.FetchXml.Filter();”

2.      The fetch.execute is referencing two callback functions, one for success and one for failure. Make sure these references exist and have the correct number of arguments.

3.      I have not found any decent way of debugging javascripts within Resco. I would be more than happy to be corrected here. Using alerts will not work on all platforms (Resco indicates alerts do not work on Windows 8 RT for instance). Hence I have created the errortext-method which outputs text in a log-file manner to a div at the end. Make sure that the height is enough.

4.      To be able to load information on the currently edited object, if the iFrame is shown in the context of an account for instance, then MobileCRM.UI.EntityForm.requestObject() has to be used.

5.      The first parameter of fetch.execute indicates how the result is to be formatted. In this example I have chosen “Array”, but there are other choices like “JSON” and “XML” as well. Please refer to the Woodford manual for more information on this.

6.      Do try to use try-catch around a lot of this as any errors will otherwise just not show when run. If there is an error, you can display the message and at least get an idea of what was wrong.

7.      When developing, I like to use Windows 8/8.1 and maybe a CRM Online/IFD environment as that will allow me to install the Windows 8 version of the Resco CRM to try it out. The different platform clients for Resco are 95% identical, some UI differences and I have seen some other differences as well, but in general, it will speed up development a lot and you will only have to do the final development tests on the iPad/Android device.

If I get a lot of interest in this, I will publish more on this subject. As mentioned earlier, I havn’t found that much community content on Resco, the mobile client I currently feel is the premier choice, as the Microsoft Mobile client is a bit simpler in its design, features and also customizabilities.


Gustaf Westerlund
MVP, CEO and owner at CRM-konsulterna AB
www.crmkonsulterna.se

3 comments:

  1. I tested the above - but the page is just blank?

    ReplyDelete
  2. One of the most normal errors is that I have forgotten to add the required fields. Make sure you have the required fields.

    ReplyDelete
  3. Hi Gustaf,

    Wondering if you could assist. I have a basic javascript function which rolls up a value from the opportunity product and totals it on the opportunity form.

    }
    function cashprofit() {

    var grid = document.getElementById('opportunityproductsGrid');
    var ids = grid.control.get_allRecordIds();
    var sum = 0;
    var cellValue;

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

    var cellValue = grid.control.getCellValue('westlan_totalcashprice',ids[i]);
    var number = Number(cellValue.replace(/[^0-9\.]+/g,""));
    sum = sum + number;
    }
    Xrm.Page.data.entity.attributes.get("westlan_totalcashprofit").setValue(sum);

    }

    I have followed your instructions above and also a few other forum posts, i.e. add the jsbridge.js, create an html page, add an iframe to the form pointing to the html page etc etc, but i cannot get this code to trigger. It is not even erroring out to give me some guidance.

    Can you let me know if I am going about this the right way.

    Thanks

    ReplyDelete