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
