Dynaimc CRM查找字段自定义过滤视图

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所属分类:.NET技术
摘要

 

实现方式参考官方文档提供的Xrm.Page.getControl(arg).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault)
参数的解释:
viewId:具体的视图id 可通过视图编辑器窗体上方的网址中复制
entityName:实体名
viewDisplayName:视图名称,可自己编写一个名称
fetchXml:过滤查询用的具体fetchXml语句,类似于编写sql,可以通过在线sql转fetchxml工具转换( http://www.sql2fetchxml.com/
layoutXml:定义视图布局的 XML,格式比较固定,以一个比较简单的为例:
layoutXml = '<grid name="resultset" object="10057" jump="foton_sequenceno" select="1" icon="1" preview="1"><row name="result" id="foton_receiptid"><cell name="foton_sequenceno" width="150" /><cell name="createdon" width="150" /></row></grid>';

注意:xml的连接符号如:'<''>'不要有空格
<grid>中name可固定为resultset,也可以定义成实体名
object为对应实体的ObjectTypeCode,数据库查询或者实体浏览器中查看
select用0或1都可以 0和1对应是否可以在视图中进行查询
icon和preview固定1
<row>中的name固定result即可,id为对应的实体主键
<cell>为具体要显示的列配置,name为字段名,width为显示的宽度
isDefault:视图是否应该是默认视图 默认设置为true即可
 
项目中的使用示例:
1.给字段添加onchange事件
 1 /**  2  * 选择产品代码后,根据产品资源与包装方式的关系过滤包装方式可选择的数据,添加自定义过滤视图  3  * @param {any} productFourthId  产品代码数据id  4  */  5 function addPostingLookupFilterCustomView(productFourthId) {  6     if (productFourthId == null) {  7         return  8     }  9     let fetchXml = '<fetch version="1.0" mapping="logical"><entity name="new_way_of_packaging"><attribute name="new_way_of_packagingid" /><attribute name="new_name" /><attribute name="new_cost" /><attribute name="createdon" /><link-entity name="new_product_packaging_relationship" from="new_way_of_packagingid" to="new_way_of_packagingid" alias="ship" link-type="inner"><filter type="and"><condition attribute="new_product_fourthid" operator="eq" value="' + commonUtil.delBrackets(productFourthId) + '" /></filter></link-entity></entity></fetch>'; 10     let layoutXml = '<grid name="" object="10047" jump="new_name" select="1" icon="1" preview="0"><row name="new_way_of_packaging" id="new_way_of_packagingid"><cell name="new_name" width="300" /><cell name="new_cost" width="200" /><cell name="createdon" width="150" /></row></grid>'; 11     Xrm.Page.getControl("new_way_of_packaging").addCustomView("{DB40ABE7-FB8D-4E41-ACF8-7569ECEAB149}", "new_way_of_packaging", "包装方式过滤产品资源查询", fetchXml, layoutXml, true); 12 }

2.在页面加载时做判断显示视图 结合查找字段addPreSearch的方法
 1 //窗体onload函数汇总调用方法  2   3 /**  4  *过滤源、目标经销商来款可选视图  5  * @param {any} type  1转出账户 2转入账户  6  */  7 function preAccountToParagraphFilterLookup(type) {  8     if (!type) {  9         return 10     } 11     if (type == 1) { 12         Xrm.Page.getControl("new_lkaccount").addPreSearch(function () { 13             addPostingLookupFilterCustomView(type) 14         }) 15     } else { 16         Xrm.Page.getControl("new_targetlkaccount").addPreSearch(function () { 17             addPostingLookupFilterCustomView(type) 18         }) 19     }   20 } 21 /** 22  * 添加过滤源、目标经销商来款可选择的自定义视图 23  * @param {any} type  1转出账户 2转入账户 24  */ 25 function addPostingLookupFilterCustomView(type) { 27     var fetchXml = ''; 28     let amountId = null 29     if (type == 1) { 30         amountId = Xrm.Page.getAttribute("new_amountid_from").getValue() 31         amountId = amountId ? amountId[0].id : null 32         if (amountId == null) { 33             return 34         } 35     } else { 36         amountId = Xrm.Page.getAttribute("new_amountid_to").getValue() 37         amountId = amountId ? amountId[0].id : null 38         if (amountId == null) { 39             return 40         } 41     } 42     fetchXml = '<fetch version="1.0" mapping="logical"><entity name="new_lkaccount"><attribute name="new_lkaccountid" /><attribute name="new_name" /><attribute name="createdon" /><filter type="and"><condition attribute="new_approvalstatus" operator="eq" value="40" /><filter type="or"><condition attribute="new_amountid_capital" operator="eq" value="' + commonUtil.delBrackets(amountId) + '" /><condition attribute="new_amountid_parts" operator="eq" value="' + commonUtil.delBrackets(amountId) + '" /></filter></filter></entity></fetch>'; 43     var layoutXml = '<grid name="" object="10174" jump="new_name" select="1" icon="1" preview="0"><row name="new_lkaccount" id="new_lkaccountid"><cell name="new_name" width="300" /><cell name="createdon" width="150" /></row></grid>'; 44  45     if (type == 1) { 46         Xrm.Page.getControl("new_lkaccount").addCustomView("{4F08B504-491C-473F-B215-FF99894870D9}", "new_lkaccount", "经销商来款过滤资金账户查询", fetchXml, layoutXml, true); 47     } else { 48         Xrm.Page.getControl("new_targetlkaccount").addCustomView("{4F08B504-491C-473F-B215-FF99894870D9}", "new_lkaccount", "经销商来款过滤资金账户查询", fetchXml, layoutXml, true); 49     }   50 }