Sunday, 2 June 2013

Check if a record has activities related to it in "Open" state with JavaScript (CRM 2011)

There could be scenarios where you need to check whether a record has activities related to it in an "open" state with client-side code. For example, you could to have the need to not allow the closure of a record that has activities related to it in an "open" state.
To achieve that, we have developed a JScript function that uses OData query to retrieve all activities related to the current record and then loop over the result set and check the state of each.

Note: the following scripts are not tested with UR12 (and later). With the big changes introduced with this update, it could not work "as is".


function hasRelatedOpenActivities() {

//Retrieve dynamically the organization's server url
var serverUrl = document.location.protocol + "//" + document.location.host + "/" + Xrm.Page.context.getOrgUniqueName();
var entityNameSet = Xrm.Page.data.entity.getEntityName() + 'Set'; //Entity Name
var entityIdAttr = Xrm.Page.data.entity.getEntityName() + 'Id'; //Entity ID field name
var hasRelated = false;
//Related activities are retrieved by using the relationship named "Entity name"_ActivityPointers
var oData = "/" + entityNameSet + "?$select=" + entityIdAttr + "," + Xrm.Page.data.entity.getEntityName() + "_ActivityPointers&$expand=" + Xrm.Page.data.entity.getEntityName() + "_ActivityPointers&$filter=" + entityIdAttr + " eq guid'" + Xrm.Page.data.entity.getId() + "'";

var oPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var request = new XMLHttpRequest();

request.open("GET", oPath + oData, false); //Synchronous operation
request.setRequestHeader("Accept", "application/json");
request.setRequestHeader("Content-Type", "application/json; charset=utf-8");
request.onreadystatechange = function () {

if (request.readyState == 4) {
if (request.status == 200) {
var reqResult = JSON.parse(request.responseText).d;
if (reqResult.results[0] != null) {
var activities = eval('reqResult.results[0].' + Xrm.Page.data.entity.getEntityName() + '_ActivityPointers');

if (activities != null) {
if (activities.results.length > 0) {
$.each(activities.results, function (index) {
if (activities.results[index].StateCode.Value == '0') {
hasRelated = true;
}
});                      

} else {
hasRelated = false;
}
}
else {

hasRelated = false;
}
}
}
else {

//Handle errors
}
}
};
request.send();
return hasRelated;
}



Hope it can be useful.
Happy CRM coding.
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