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| # | Location | File | Last Modified |
|---|---|---|---|
| 1 | v1603_release_60.zip\CRM_solutions\North52BPA_1_0_0_549_managed_2013_2015_2016_Dyn365.zip\WebResources | north52_html_formula_guideE20ECE8C-DCAF-E611-9699-00155D011502 | Fri Mar 30 17:17:44 2018 UTC |
| 2 | v1603_release_60.zip\CRM_solutions\North52BPA_1_0_0_549_managed_2013_2015_2016_Dyn365.zip\WebResources | north52_html_formula_guideE20ECE8C-DCAF-E611-9699-00155D011502 | Mon Jun 18 13:52:43 2018 UTC |
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| 1 | <html><hea d> | |
| 2 | <script sr c="ClientG lobalConte xt.js.aspx "></script > | |
| 3 | <script ty pe="text/j avascript" src="nort h52_/javas cript/wijm o/jquery"> </script> | |
| 4 | <script ty pe="text/j avascript" src="nort h52_/javas cript/wijm o/jqueryui "></script > | |
| 5 | <script ty pe="text/j avascript" src="nort h52_/javas cript/nort h52.htmlwe bresource. helper"></ script> | |
| 6 | <script ty pe="text/j avascript" src="nort h52_/javas cript/nort h52_dialog _helper">< /script> | |
| 7 | <script ty pe="text/j avascript" src="nort h52_/javas cript/edit or/sourcee ntity"></s cript> | |
| 8 | ||
| 9 | <title>Nor th52 BPA</ title> | |
| 10 | <style typ e="text/cs s"> | |
| 11 | bo dy { | |
| 12 | back ground: #e ee; | |
| 13 | padd ing: 15px; | |
| 14 | font -family: " Segoe UI", Arial,Sans -Serif; | |
| 15 | } | |
| 16 | ||
| 17 | .c olumn1 { | |
| 18 | widt h: 300px; | |
| 19 | floa t: left; | |
| 20 | padd ing-right: 50px; | |
| 21 | } | |
| 22 | .c olumn2 { | |
| 23 | ||
| 24 | } | |
| 25 | .s plash-sele ct { | |
| 26 | widt h: 100%; | |
| 27 | padd ing: 5px; | |
| 28 | font -size: 18p x; | |
| 29 | } | |
| 30 | h1 {font-siz e: 23px; | |
| 31 | font -weight: n ormal; | |
| 32 | font -style: it alic; | |
| 33 | marg in:0; | |
| 34 | padd ing: 10px 0; | |
| 35 | } | |
| 36 | h2 {font-siz e: 20px; | |
| 37 | } | |
| 38 | ||
| 39 | .formu ladesc{ | |
| 40 | pa dding: 20p x 10px; | |
| 41 | di splay: non e; | |
| 42 | } | |
| 43 | la bel > inpu t{ /* HIDE RADIO */ | |
| 44 | visibility : hidden; /* Makes i nput not-c lickable * / | |
| 45 | position: absolute; /* Remove input from document flow */ | |
| 46 | } | |
| 47 | la bel > inpu t + img{ / * IMAGE ST YLES */ | |
| 48 | cursor:poi nter; | |
| 49 | border:1px solid rgb a(0, 0, 0, 0.25); | |
| 50 | } | |
| 51 | la bel > inpu t:checked + img{ /* (RADIO CHE CKED) IMAG E STYLES * / | |
| 52 | border:2px solid #cc 0000; | |
| 53 | } | |
| 54 | ||
| 55 | </style> | |
| 56 | ||
| 57 | <script ty pe="text/j avascript" > | |
| 58 | ||
| 59 | ||
| 60 | fun ction N52S ort (a, b) { | |
| 61 | ||
| 62 | if (a.inn erHTML == 'All Prope rties') { | |
| 63 | retur n -1; | |
| 64 | } | |
| 65 | else if (b .innerHTML == 'All P roperties' ) { | |
| 66 | return 1; | |
| 67 | } | |
| 68 | return (a. innerHTML > b.innerH TML ) ? 1 : -1; | |
| 69 | }; | |
| 70 | ||
| 71 | ||
| 72 | funct ion Load() { | |
| 73 | ||
| 74 | var Cache Key = 'Ent ityList52' + window. parent.Xrm .Page.cont ext.getOrg UniqueName (); | |
| 75 | if (loca lStorage.g etItem(Cac heKey ) != null) | |
| 76 | { | |
| 77 | var entityMeta dataCollec tion = JSO N.parse(lo calStorage .getItem(C acheKey )) ; | |
| 78 | ||
| 79 | for (var i = 0; i < ent ityMetadat aCollectio n.length; i++) | |
| 80 | { | |
| 81 | v ar splitAr ray = enti tyMetadata Collection [i].split( '|'); | |
| 82 | v ar label = splitArr ay[0]; | |
| 83 | v ar logical name = sp litArray[1 ]; | |
| 84 | ||
| 85 | N 52.HTMLWeb ResourceHe lper.Inser tOptionSet Item("sour ceentity", label,log icalname); | |
| 86 | } | |
| 87 | ||
| 88 | $("#source entity opt ion").sort (N52Sort). appendTo(" #sourceent ity"); | |
| 89 | $('#loadin g-sourceen tity').hid e(); | |
| 90 | $( "#sourceen tity").val ('account' ); | |
| 91 | } | |
| 92 | else | |
| 93 | { | |
| 94 | se tTimeout(f unction(){ Load(); } , 3000); | |
| 95 | } | |
| 96 | }; | |
| 97 | ||
| 98 | ||
| 99 | $(document ).ready(fu nction(){ | |
| 100 | ||
| 101 | $('#f ormulaType ').val(par ent.$("#fo rmulaType" ).val()); | |
| 102 | Load( ); | |
| 103 | ||
| 104 | $("#fo rmulaType" ).change(f unction(){ | |
| 105 | $( this).find ("option:s elected"). each(funct ion(){ | |
| 106 | if($(thi s).attr("v alue")=="2 17890005") { | |
| 107 | $(". formulades c").not(". 217890005" ).hide(); | |
| 108 | $(". 217890005" ).show(); | |
| 109 | } | |
| 110 | else if( $(this).at tr("value" )=="217890 000"){ | |
| 111 | $(". formulades c").not(". 217890000" ).hide(); | |
| 112 | $(". 217890000" ).show(); | |
| 113 | } | |
| 114 | else if( $(this).at tr("value" )=="217890 014"){ | |
| 115 | $(". formulades c").not(". 217890014" ).hide(); | |
| 116 | $(". 217890014" ).show(); | |
| 117 | } | |
| 118 | ||
| 119 | else if( $(this).at tr("value" )=="217890 015"){ | |
| 120 | $(". formulades c").not(". 217890015" ).hide(); | |
| 121 | $(". 217890015" ).show(); | |
| 122 | } | |
| 123 | else if ($(this).a ttr("value ")=="21789 0017"){ | |
| 124 | $(". formulades c").not(". 217890017" ).hide(); | |
| 125 | $(". 217890017" ).show(); | |
| 126 | } | |
| 127 | else if( $(this).at tr("value" )=="217890 018"){ | |
| 128 | $(". formulades c").not(". 217890018" ).hide(); | |
| 129 | $(". 217890018" ).show(); | |
| 130 | } | |
| 131 | else if($ (this).att r("value") =="2178900 19"){ | |
| 132 | $(". formulades c").not(". 217890019" ).hide(); | |
| 133 | $(". 217890019" ).show(); | |
| 134 | } | |
| 135 | else if($ (this).att r("value") =="2178900 16"){ | |
| 136 | $(". formulades c").not(". 217890016" ).hide(); | |
| 137 | $(". 217890016" ).show(); | |
| 138 | } | |
| 139 | else if($ (this).att r("value") =="2178900 13"){ | |
| 140 | $(". formulades c").not(". 217890013" ).hide(); | |
| 141 | $(". 217890013" ).show(); | |
| 142 | } | |
| 143 | else if( $(this).at tr("value" )=="217890 021"){ | |
| 144 | $(". formulades c").not(". 217890021" ).hide(); | |
| 145 | $(". 217890021" ).show(); | |
| 146 | } | |
| 147 | else if( $(this).at tr("value" )=="217890 001"){ | |
| 148 | $(". formulades c").not(". 217890001" ).hide(); | |
| 149 | $(". 217890001" ).show(); | |
| 150 | } | |
| 151 | else if($ (this).att r("value") =="2178900 03"){ | |
| 152 | $(". formulades c").not(". 217890003" ).hide(); | |
| 153 | $(". 217890003" ).show(); | |
| 154 | } | |
| 155 | else if($ (this).att r("value") =="2178900 04"){ | |
| 156 | $(". formulades c").not(". 217890004" ).hide(); | |
| 157 | $(". 217890004" ).show(); | |
| 158 | } | |
| 159 | else{ | |
| 160 | $(". formulades c").hide() ; | |
| 161 | } | |
| 162 | }) ; | |
| 163 | }).cha nge(); | |
| 164 | }); | |
| 165 | </script> | |
| 166 | <meta> | |
| 167 | <meta char set="utf-8 "></head>< body> | |
| 168 | <d iv class=" column1"> | |
| 169 | <h 1>1. Selec t Entity</ h1> | |
| 170 | ||
| 171 | ||
| 172 | <div id="l oading-sou rceentity" > | |
| 173 | <img style="fl oat: left; " id="load ing-image- sourceenti ty" alt="L oading" sr c="north52 _image_pro gress"> | |
| 174 | </div> | |
| 175 | ||
| 176 | <div id="main- sourceenti ty"> | |
| 177 | < select id= "sourceent ity" class ="splash-s elect"></s elect> | |
| 178 | </di v> | |
| 179 | ||
| 180 | ||
| 181 | <b r> | |
| 182 | <b r> | |
| 183 | ||
| 184 | <h 1>2. Selec t Formula Type</h1> | |
| 185 | <d iv class=" controls"> | |
| 186 | <s elect id=" formulaTyp e" class=" splash-sel ect"> | |
| 187 | <option value="21 7890021">A ction</opt ion> | |
| 188 | <opt ion value= "217890005 ">Auto Num ber</optio n> | |
| 189 | ||
| 190 | <opt ion value= "217890014 ">ClientSi de - Calcu lation</op tion> | |
| 191 | <opt ion value= "217890015 ">ClientSi de - Perfo rm Action< /option> | |
| 192 | ||
| 193 | <opt ion value= "217890018 ">N:N Asso ciate</opt ion> | |
| 194 | <opt ion value= "217890019 ">N:N Disa ssociate</ option> | |
| 195 | <opt ion value= "217890016 ">Process Genie</opt ion> | |
| 196 | <option value="217 890003">Sa ve - To Cu rrent Reco rd</option > | |
| 197 | <opt ion select ed="" valu e="2178900 13">Save - Perform A ction</opt ion> | |
| 198 | <opt ion value= "217890001 ">Save - T o Parent</ option> | |
| 199 | <opt ion value= "217890004 ">Validati on</option > | |
| 200 | </ select> | |
| 201 | ||
| 202 | </div> | |
| 203 | <div c lass="2178 90005 form uladesc">W hen you ne ed to gene rate an au to number of your de sired form at which i ncrements by defined value.</d iv> | |
| 204 | <div c lass="2178 90000 form uladesc">W hen all yo u need is to display the resul ts of a fo rmula on a n entity f orm. It is not persi sted and i s calculat ed on load of the fo rm.</div> | |
| 205 | <div class ="21789001 4 formulad esc">Execu tes a form ula on the client si de which c an be used with othe r Java s cript code .</div> | |
| 206 | <d iv class=" 217890015 formulades c">Allows you to per form a cli ent side a ction such as hide t abs, show form notif ications, set field focus, etc . This is the most c ommon clie nt side fo rmula type .</div> | |
| 207 | <d iv class=" 217890017 formulades c">Allows you to man ually exec ute any ad -hoc formu las agains t your CRM system. Ideal when you just want to up date some data withi n your CRM system.</ div> | |
| 208 | <d iv class=" 217890018 formulades c">Allows you to exe cute a for mula whene ver a many to many r elationshi p is creat ed.</div> | |
| 209 | <d iv class=" 217890019 formulades c">Allows you to exe cute a for mula whene ver a many to many r elationshi p is remov ed.</div> | |
| 210 | <d iv class=" 217890016 formulades c">Allows you to exe cute a for mula as pa rt of a di alog, work flow (real time or as ync.) or a n action.< /div> | |
| 211 | <d iv class=" 217890013 formulades c">When yo u want to execute a formula on the Save event of a record.</ div> | |
| 212 | <d iv class=" 217890021 formulades c">When yo u need to configure a formula for a Cust om Action. </div> | |
| 213 | <div clas s="2178900 03 formula desc">When you want to execute a formula on the Sa ve event o f a record and updat e a specif ic field.< /div> | |
| 214 | <d iv class=" 217890001 formulades c">When yo u need the result of the formu la to be s aved to a specific f ield on th e parent r ecord of t he source record. Th ese are ty pically fo r N:1 rela tionships. </div> | |
| 215 | <d iv class=" 217890004 formulades c">Select this optio n when you need to p rovide val idation of data with in fields. This allo ws you to stop a use r from ent ering in d ata on a f orm unless is passes your data validatio n requirem ents. When set to Se rver Side the valida tion will also occur for data being upda ted via im port funct ionality o r the API (e.g. port al).</div> | |
| 216 | ||
| 217 | <br><br> | |
| 218 | <i nput id="n 52showform ulawizard" onchange= "if (n52sh owformulaw izard.chec ked) local Storage.se tItem('n52 showformul awizard', 'n52showfo rmulawizar d'); else localStora ge.removeI tem('n52sh owformulaw izard');" name="n52s howformula wizard" va lue="n52sh owformulaw izard" typ e="checkbo x">Do not show Formu la Guide a gain.<br> | |
| 219 | ||
| 220 | </ div> | |
| 221 | <d iv class=" column2"> | |
| 222 | <d iv style=" display: t able-cell; "> | |
| 223 | <h 1>3. Selec t Editor</ h1> | |
| 224 | ||
| 225 | <d iv style=" width: 400 px; text-a lign: cent er; float: left; dis play: tabl e-cell;"> | |
| 226 | <h 2>Classic< /h2> | |
| 227 | <lab el> | |
| 228 | <inp ut id="rbc lassic" na me="fb" va lue="small " type="ra dio"> | |
| 229 | <img style="wi dth: 350px ;" src="no rth52_imag e_classice ditor"> | |
| 230 | </label> | |
| 231 | </ div> | |
| 232 | ||
| 233 | <d iv style=" width: 400 px; text-a lign: cent er; float: right; di splay: tab le-cell;"> | |
| 234 | <h 2>Decision Table</h2 > | |
| 235 | <lab el> | |
| 236 | <inp ut id="rbd ecision" n ame="fb" v alue="big" CHECKED=" checked" t ype="radio "> | |
| 237 | <img style="wi dth: 350px ;" src="no rth52_imag e_decision editor"> | |
| 238 | </label> | |
| 239 | </ div> | |
| 240 | </ div> | |
| 241 | <b r> | |
| 242 | <s pan> &nbs p; &n bsp; Note: You may need t o click th e Create \ Cancel bu tton twice on certai n browsers to correc t for focu s.</span> | |
| 243 | </ div> | |
| 244 | ||
| 245 | ||
| 246 | </body>< /html> |
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