Dynaimc CRM查找字段自定義過濾視圖

Dynaimc CRM查找字段自定義過濾視圖：Xrm.Page.getControl(arg).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault)

實戰筆記

實作方式參考官方文檔提供的Xrm.Page.getControl(arg).addCustomView(viewId, entityName, viewDisplayName, fetchXml, layoutXml, isDefault)

參數的解釋：

viewId:具體的視圖id 可通過視圖編輯器窗體上方的網址中複制

entityName：實體名

viewDisplayName：視圖名稱，可自己編寫一個名稱

fetchXml：過濾查詢用的具體fetchXml語句，類似于編寫sql，可以通過線上sql轉fetchxml工具轉換（ http://www.sql2fetchxml.com/）

layoutXml：定義視圖布局的 XML，格式比較固定，以一個比較簡單的為例：

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的連接配接符号如：'<''>'不要有空格

<grid>中name可固定為resultset，也可以定義成實體名

object為對應實體的ObjectTypeCode，資料庫查詢或者實體浏覽器中檢視

select用0或1都可以 0和1對應是否可以在視圖中進行查詢

icon和preview固定1

<row>中的name固定result即可，id為對應的實體主鍵

<cell>為具體要顯示的列配置，name為字段名，width為顯示的寬度

isDefault：視圖是否應該是預設視圖 預設設定為true即可

項目中的使用示例：

1.給字段添加onchange事件

1 /**
 2  * 選擇産品代碼後，根據産品資源與包裝方式的關系過濾包裝方式可選擇的資料，添加自定義過濾視圖
 3  * @param {any} productFourthId  産品代碼資料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", "包裝方式過濾産品資源查詢", fetchXml, layoutXml, true);
12 }      

2.在頁面加載時做判斷顯示視圖 結合查找字段addPreSearch的方法

1 //窗體onload函數彙總調用方法
 2 
 3 /**
 4  *過濾源、目标經銷商來款可選視圖
 5  * @param {any} type  1轉出賬戶 2轉入賬戶
 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  * 添加過濾源、目标經銷商來款可選擇的自定義視圖
23  * @param {any} type  1轉出賬戶 2轉入賬戶
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", "經銷商來款過濾資金賬戶查詢", fetchXml, layoutXml, true);
47     } else {
48         Xrm.Page.getControl("new_targetlkaccount").addCustomView("{4F08B504-491C-473F-B215-FF99894870D9}", "new_lkaccount", "經銷商來款過濾資金賬戶查詢", fetchXml, layoutXml, true);
49     }  
50 }