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要执行插件,需要对对记录做更改或者创建记录后触发事件才行,利用JavaScript不能直接调用插件,需要曲线救国,比如更改一个字段,然后保存记录触发插件。从Dynamics CRM 2016开始,JavaScript可以方便的调用操作了,这个应该是一个代替插件的一个方式。
我这里举出一个常用例子,命令栏的按钮,在记录保存后,用户对记录有修改权限,用户具有代理角色的时候按钮可见,叫提交,点击以后执行一些具有事务性的操作(多个步骤要么都成功,要么都失败,操作刚好也支持这个特性,如果用纯粹的JavaScript来做的话就不支持事务),然后当前页面提示操作成功2秒以后刷新页面,为啥要刷新页面?因为提交成功后有些字段只读了,你不刷新还是可以改写就会出问题。
操作的建立方法我就不说了,我建立了一个带字符串参数的操作如下,为什么要带一个参数呢?减少文件的数量,多个不同的操作的服务器端代码写在一块。

操作中调用了一个自定义工作流活动,代码如下:
public sealed class TestOperations : CodeActivity { [Input("操作名称:提交/检测/维修/关闭")] [Default("提交")] public InArgument<string> OperationName { get; set; } protected override void Execute(CodeActivityContext executionContext) { ITracingService tracingService = executionContext.GetExtension<ITracingService>(); //Create the context IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>(); IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>(); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); var userid = context.UserId; var initiatingUserId = context.InitiatingUserId; tracingService.Trace("userid=" + userid.ToString() + ";initiatingUserId=" + initiatingUserId); var operationName = executionContext.GetValue<string>(OperationName); tracingService.Trace("执行的操作是:" + operationName); if (operationName.Equals("提交")) { var testSubEntity = new Entity("ly_testsub"); testSubEntity["ly_name"] = DateTime.Now.ToString(); testSubEntity["ly_test"] = new EntityReference(context.PrimaryEntityName, context.PrimaryEntityId); service.Create(testSubEntity); var noteEntity = new Entity("annotation"); noteEntity["objectid"] = new EntityReference(context.PrimaryEntityName, context.PrimaryEntityId); noteEntity["subject"] = DateTime.Now.ToString(); service.Create(noteEntity); } } }
1. 统一使用EnableRule来设置可见性,因为要用到CustomRule,而DisplayRule不支持
这种调用JavaScript函数返回true/false的rule.
2.用户对当前记录有写权限请使用RecordPrivilegeRule,这个如果记录变成禁用了,
按钮也不会显示,或者是新建记录的时候也不会显示.
3.鼠标放到按钮上后显示的提示中详细提示是 ToolTipDescription ,简单提示是ToolTipTitle。
<RibbonDiffXml> <CustomActions> <CustomAction Id="ly.ly_test.Submit.Button.CustomAction" Location="Mscrm.Form.ly_test.MainTab.Save.Controls._children" Sequence="75"> <CommandUIDefinition> <Button Command="ly.ly_test.Submit.Command" Id="ly.ly_test.Submit.Button" Image32by32="/_imgs/ribbon/runreport32.png" Image16by16="/_imgs/ribbon/RunReport_16.png" LabelText="$LocLabels:ly.ly_test.Submit.Button.LabelText" Sequence="75" TemplateAlias="o2" ToolTipTitle="$LocLabels:ly.ly_test.Submit.Button.ToolTipTitle" ToolTipDescription="$LocLabels:ly.ly_test.Submit.Button.ToolTipDescription" /> </CommandUIDefinition> </CustomAction> </CustomActions> <Templates> <RibbonTemplates Id="Mscrm.Templates" /> </Templates> <CommandDefinitions> <CommandDefinition Id="ly.ly_test.Submit.Command"> <EnableRules> <EnableRule Id="ly.ly_test.submitEnableRule.EnableRule" /> </EnableRules> <DisplayRules /> <Actions> <JavaScriptFunction FunctionName="submit" Library="$webresource:ly_/test/js/TestRibbon.js" /> </Actions> </CommandDefinition> </CommandDefinitions> <RuleDefinitions> <TabDisplayRules /> <DisplayRules> </DisplayRules> <EnableRules> <EnableRule Id="ly.ly_test.submitEnableRule.EnableRule"> <RecordPrivilegeRule AppliesTo="PrimaryEntity" Default="false" InvertResult="false" PrivilegeType="Write" /> <ValueRule Field="statuscode" Value="1" Default="false" InvertResult="false" /> <CustomRule FunctionName="submitEnableRule" Library="$webresource:ly_/test/js/TestRibbon.js" Default="false" InvertResult="false" /> </EnableRule> </EnableRules> </RuleDefinitions> <LocLabels> <LocLabel Id="ly.ly_test.Submit.Button.LabelText"> <Titles> <Title description="提交" languagecode="0" /> <Title description="提交" languagecode="2052" /> </Titles> </LocLabel> <LocLabel Id="ly.ly_test.Submit.Button.ToolTipTitle"> <Titles> <Title description="提交" languagecode="0" /> <Title description="提交" languagecode="2052" /> </Titles> </LocLabel> <LocLabel Id="ly.ly_test.Submit.Button.ToolTipDescription"> <Titles> <Title description="提交看看" languagecode="0" /> <Title description="提交看看" languagecode="2052" /> </Titles> </LocLabel> </LocLabels> </RibbonDiffXml>
用到的按钮的JavaScript如下:
1. 使用了Xrm.Page.context.getUserRoles来传递用户拥有的角色ID,然后写了一个函数来判断
checkUserHasRoles用户是否拥有多个角色中的一个,一般允许系统管理员也进行操作。
2.JavaScript数组已经直接支持forEach,some等函数了,可以直接使用。
3.调用操作请注意使用了同步的请求来模拟插件。
4.刷新页面有点儿笨,当前页面提示成功等待两秒后刷新页面。
本来我想用别的办法,比如刷新后显示成功,可是不行,异步保存后提示也不好用。
function submitEnableRule() { return checkUserHasRoles(Xrm.Page.context.getUserRoles(), ["系统管理员", "代理"]); } function submit() { var clientURL = Xrm.Page.context.getClientUrl(); var recordId = Xrm.Page.data.entity.getId().replace(/^{/, "").replace(/}$/, ""); var req = new XMLHttpRequest() req.open("POST", encodeURI(clientURL + "/api/data/v8.0/ly_tests(" + recordId + ")/Microsoft.Dynamics.CRM.ly_TestOperation"), false);//true是异步请求,false是同步请求 req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.onreadystatechange = function () { if (this.readyState == 4 /* complete */) { req.onreadystatechange = null; if (this.status == 204) {//204代表成功无返回值 //刷新页面 Xrm.Page.ui.setFormNotification("操作成功!", 'INFO', '00F041A1-2D30-4B30-9D12-63285716D8ED'); setTimeout(function () { Xrm.Page.ui.clearFormNotification('00F041A1-2D30-4B30-9D12-63285716D8ED'); Xrm.Utility.openEntityForm(Xrm.Page.data.entity.getEntityName(), Xrm.Page.data.entity.getId()); }, 2000); } else { var error = JSON.parse(this.response).error; Xrm.Utility.alertDialog("错误:" + error.message); } } }; var requestmsg = {}; requestmsg.OperationName = "提交"; req.send(JSON.stringify(requestmsg)); } function checkUserHasRoles(roleIdArray, roleNames) { var roleIds = "", userRoles = [], ret = false; var clientURL = Xrm.Page.context.getClientUrl(); roleIdArray.forEach(function (element) { roleIds += "roleid eq " + element + " or "; }); roleIds = roleIds.replace(/sors$/, ''); var req = new XMLHttpRequest() req.open("GET", encodeURI(clientURL + "/api/data/v8.1/roles?$select=name&$filter=" + roleIds), false);//true是异步请求,false是同步请求 req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.onreadystatechange = function () { if (this.readyState == 4) { req.onreadystatechange = null; if (this.status == 200) { var responseJSON = JSON.parse(this.responseText); if (responseJSON.value != null && responseJSON.value.length >= 1) { responseJSON.value.forEach(function (element) { if (roleNames.some(function (ele) { return ele == element.name })) { ret = true; } }); } } } } req.send(); return ret; } //# sourceURL=TestRibbon.js
提交按钮效果如下:
