Ribbon and UI Customizations

Email Template Selector

On the form ribbon of the Template Record add a flyout to display a list of Email Templates for leads. On click of a button in the flyout, set the Template field to the id of the specified Email Template. The flyout should be enabled only for existing, editable records.

Code:

/************************************************

populateArticles - function to populate a button

on the ribbon with the available disclaimers

Policy is 1

************************************************/

function PopulateArticles1(CommandProperties) {

    var serverUrl = Xrm.Page.context.getClientUrl();

    var requestUrl = serverUrl + "/xrmservices/2011/OrganizationData.svc/cdi_emailtemplateSet?$select=cdi_emailtemplateId,cdi_name&$filter=statecode/Value eq 0";

    

    $.ajax({

        type: "GET",

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

        datatype: "json",

        async: false,

        url: requestUrl,

        beforeSend: function (XMLHttpRequest) {

            //Specifying this header ensures that the results will be returned as JSON.             

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

        },

        success: function (data, textStatus, XmlHttpRequest) {

            var engines = data.d["results"];

            var theXml = '<Menu Id=\"Columbus.new_templaterecord.ClickDimensionButton\"><MenuSection Id=\"Columbus.new_templaterecord.ClickDimensionButton.Section\" Sequence=\"10\"><Controls Id=\"Columbus.new_templaterecord.ClickDimensionButton.Controls\">';

            var i = 0;

            for (engineKey in engines) {

                theXml += '<Button Id=\"' + engines[engineKey].cdi_emailtemplateId + "||" + engines[engineKey].cdi_name + '\" Command=\"new.new_templaterecord.ClickDimensionEmailTemplate.Command\" Sequence=\"' + ((i + 1) * 10).toString() + '\" LabelText=\"' + engines[engineKey].cdi_name + '\" />';

                i++;

            }

            theXml += '</Controls></MenuSection></Menu>';

            //prompt("the xml", theXml);

            CommandProperties.PopulationXML = theXml;

        },

        error: function (XmlHttpRequest, textStatus, errorThrown) {

            alert(XmlHttpRequest.status + "\n" + textStatus + "\n" + errorThrown);

        }

    });

}

/***  end populateArticles    ***/

/************************************************

openKbArticle - function to append a specific

disclaimer to the field

************************************************/

function openKbArticle1(CommandProperties) {

    var controlId = CommandProperties.SourceControlId;

   // alert(controlId);

    Xrm.Utility.openEntityForm("kbarticle", controlId);

}

function MainAlert1(CommandProperties) {

    var controlId = CommandProperties.SourceControlId;

var Tem_Type='100000000';

if(controlId != null)

{

var str_array = controlId.split('||');

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

            // Trim the excess whitespace.

            str_array[i] = str_array[i].replace(/^\s*/, "").replace(/\s*$/, "");

        }

controlId=str_array[0];

var name=str_array[1];

    Xrm.Page.getAttribute("new_template").setValue(controlId);

Xrm.Page.getAttribute("new_name").setValue(name);

Xrm.Page.getAttribute("new_templatesource").setValue(Tem_Type);

}

else

{

 alert("Please Select the Template!");

 return;

}

}

/***   end openKbArticle   ***/