Solution to raise the amount of products( quotedetails or quoteproducts) in Quote entity via modal
I want to add a Button in the ribbon of Quote,
When the user clicks on that, A modal displays, with two fields.
One is quote product categories that exist in that quote, that means it searches in quote product of the quote and find all the categories exist in that specific quote and then display them in a combo box. with their guid or something like that.
Another field is a textbox, which is percentage.
something like 
.
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugins are about writing simple plugin based on existing code.
Can I display modal via plugin? Any suggestion or advise? or sample?
javascript c# asp.net dynamics-crm dynamics-crm-2011
asked Jan 19 at 9:39
alireza azadialireza azadi
205
add a comment |
I want to add a Button in the ribbon of Quote,
When the user clicks on that, A modal displays, with two fields.
One is quote product categories that exist in that quote, that means it searches in quote product of the quote and find all the categories exist in that specific quote and then display them in a combo box. with their guid or something like that.
Another field is a textbox, which is percentage.
something like .
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugins are about writing simple plugin based on existing code.
Can I display modal via plugin? Any suggestion or advise? or sample?
javascript c# asp.net dynamics-crm dynamics-crm-2011
asked Jan 19 at 9:39
alireza azadialireza azadi
205
add a comment |
I want to add a Button in the ribbon of Quote,
When the user clicks on that, A modal displays, with two fields.
One is quote product categories that exist in that quote, that means it searches in quote product of the quote and find all the categories exist in that specific quote and then display them in a combo box. with their guid or something like that.
Another field is a textbox, which is percentage.
something like .
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugins are about writing simple plugin based on existing code.
Can I display modal via plugin? Any suggestion or advise? or sample?
javascript c# asp.net dynamics-crm dynamics-crm-2011
asked Jan 19 at 9:39
alireza azadialireza azadi
205
I want to add a Button in the ribbon of Quote,
When the user clicks on that, A modal displays, with two fields.
One is quote product categories that exist in that quote, that means it searches in quote product of the quote and find all the categories exist in that specific quote and then display them in a combo box. with their guid or something like that.
Another field is a textbox, which is percentage.
something like .
The end-user clicks on the ribbon button, the modal appears, he/she gives a number to the percentage and select one of the categories; when presses apply button, it find and return all amounts of the quote products in that quote that matches the user selected category, compute some amount based on quote total amount and the returned amounts and and insert that computed number into a field in each quote product named overed_amount.
How can I handle this? JS or Plugin?
I prefer to this via JS rather than writing plugin, But can I pass parameters between this HTML or JS file to CRM Form/Forms?
And does anybody have any sample? like this? any suggestion?
I googled and most of Plugins are about writing simple plugin based on existing code.
Can I display modal via plugin? Any suggestion or advise? or sample?
javascript c# asp.net dynamics-crm dynamics-crm-2011
javascript c# asp.net dynamics-crm dynamics-crm-2011
asked Jan 19 at 9:39
alireza azadialireza azadi
205
asked Jan 19 at 9:39
alireza azadialireza azadi
205
asked Jan 19 at 9:39
alireza azadialireza azadi
205
asked Jan 19 at 9:39
alireza azadialireza azadi
205
asked Jan 19 at 9:39
alireza azadialireza azadi
205
205
add a comment |
add a comment |
1 Answer
1
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Plugins (and custom workflow assemblies) run as part of the backend platform. The only "UI" component they have is they run synchronously and throws an Exception, a popup will show that Exception to the user.
The typical way to add custom UI components is via custom web resources.
In custom web resources you can do HTML / JS / CSS, and even leverage 3rd party libraries such as KendoUI. You can add them to the form or open them via a ribbon button.
A custom web resource can typically interact with the main Dynamics 365 form via the parent property (as the above linked article describes).
One library that can help with displaying custom web resources in D365 is Alert.js, though as the documentation says, it's unsupported.
If you want to include some backend operations as part of the custom UI, you can create custom actions and call them from the custom web resource's JavaScript.
answered Jan 19 at 13:21
AronAron
2,14521019
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
add a comment |
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1 Answer
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1 Answer
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active
oldest
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oldest
votes
Plugins (and custom workflow assemblies) run as part of the backend platform. The only "UI" component they have is they run synchronously and throws an Exception, a popup will show that Exception to the user.
The typical way to add custom UI components is via custom web resources.
In custom web resources you can do HTML / JS / CSS, and even leverage 3rd party libraries such as KendoUI. You can add them to the form or open them via a ribbon button.
A custom web resource can typically interact with the main Dynamics 365 form via the parent property (as the above linked article describes).
One library that can help with displaying custom web resources in D365 is Alert.js, though as the documentation says, it's unsupported.
If you want to include some backend operations as part of the custom UI, you can create custom actions and call them from the custom web resource's JavaScript.
answered Jan 19 at 13:21
AronAron
2,14521019
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
add a comment |
Plugins (and custom workflow assemblies) run as part of the backend platform. The only "UI" component they have is they run synchronously and throws an Exception, a popup will show that Exception to the user.
The typical way to add custom UI components is via custom web resources.
In custom web resources you can do HTML / JS / CSS, and even leverage 3rd party libraries such as KendoUI. You can add them to the form or open them via a ribbon button.
A custom web resource can typically interact with the main Dynamics 365 form via the parent property (as the above linked article describes).
One library that can help with displaying custom web resources in D365 is Alert.js, though as the documentation says, it's unsupported.
If you want to include some backend operations as part of the custom UI, you can create custom actions and call them from the custom web resource's JavaScript.
answered Jan 19 at 13:21
AronAron
2,14521019
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
add a comment |
Plugins (and custom workflow assemblies) run as part of the backend platform. The only "UI" component they have is they run synchronously and throws an Exception, a popup will show that Exception to the user.
The typical way to add custom UI components is via custom web resources.
In custom web resources you can do HTML / JS / CSS, and even leverage 3rd party libraries such as KendoUI. You can add them to the form or open them via a ribbon button.
A custom web resource can typically interact with the main Dynamics 365 form via the parent property (as the above linked article describes).
One library that can help with displaying custom web resources in D365 is Alert.js, though as the documentation says, it's unsupported.
If you want to include some backend operations as part of the custom UI, you can create custom actions and call them from the custom web resource's JavaScript.
answered Jan 19 at 13:21
AronAron
2,14521019
Plugins (and custom workflow assemblies) run as part of the backend platform. The only "UI" component they have is they run synchronously and throws an Exception, a popup will show that Exception to the user.
The typical way to add custom UI components is via custom web resources.
In custom web resources you can do HTML / JS / CSS, and even leverage 3rd party libraries such as KendoUI. You can add them to the form or open them via a ribbon button.
A custom web resource can typically interact with the main Dynamics 365 form via the parent property (as the above linked article describes).
One library that can help with displaying custom web resources in D365 is Alert.js, though as the documentation says, it's unsupported.
If you want to include some backend operations as part of the custom UI, you can create custom actions and call them from the custom web resource's JavaScript.
answered Jan 19 at 13:21
AronAron
2,14521019
edited Jan 19 at 16:01
answered Jan 19 at 13:21
AronAron
2,14521019
answered Jan 19 at 13:21
AronAron
2,14521019
answered Jan 19 at 13:21
AronAron
2,14521019
2,14521019
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
add a comment |
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
@Arun : Sir,You mean I should create a UI with HTML/CSS and JS. And then call a custom action.In my case, I need the quote product categories guid and name. I should pass them from the quote to the custom html/css. ( as I see in your link,It accept these two fields ) Can I create A js function that do my work, and placed it in the CRM as web resource, call the JS function when press apply button on the HTML file and pass some parameter ( what user has selected and what precentage has entered ) to the form and that fucntion? In this way I can do this with no backend.
– alireza azadi
Jan 19 at 20:07
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
From within the custom web resource's JS you can query the system to get the information you want to display. Are you on v2011?
– Aron
Jan 22 at 2:49
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
@Arun : Yes, Im on 2011 on-premise.
– alireza azadi
Jan 22 at 5:32
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
TY. Microsoft still has the 2011 SDK available for download. It contains a bunch of sample code. You might want to look into using ...SampleCodeJSRESTEndpointJavaScriptRESTRetrieveMultipleJavaScriptRESTRetrieveMultipleScriptsSDK.REST.js to help you retrieve data.
– Aron
Jan 22 at 14:20
add a comment |
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