| 4. | Select OnLoad and click Edit. The Event Detail Properties window will appear. In this window, enter the following code:var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_CREATE:
crmForm.all.actualdurationminutes.DataValue = null;
crmForm.all.scheduledend.DataValue = new Date();
break;
case CRM_FORM_TYPE_UPDATE:
// do nothing
break;
}
A quick review of this code shows that Microsoft CRM allows us to programmatically set the values on the form using javascript. This code sets the actualdurationminutes field (the schema name for Duration) to NULL, which means the same as blank. It also sets the scheduledend field (the schema name for Due Date) to today’s date using the javascript Date( ) function. The OnLoad event will run this script everytime a user opens a form, but remember we only want to set the default values when users create a new task. Therefore, we added the cases so that our script only runs for the form type of 1. Microsoft CRM assigns a form type value to each form (1-Create, 2-Update, 3-Read Only, etc.) so that you can tie this information into your scripts just like we needed in this example. In this script, if the form type is 2 that indicates it is an update form so we don’t alter the Due Date and Duration field values. 5. After you enter the code, click the Event is enabled checkbox. This box indicates whether or not Microsoft CRM should run your script when it fires the OnLoad event. The screen should look like this: |
| 6. Next we’ll setup the Dependencies related to our code to make sure that no one accidentally removes the Duration or Due Date field from the task form (because our script would generate an error if those fields were missing). Click the Dependencies tab. 7. You’ll see two columns: Available Fields and Dependent Fields. The Available Fields column lists all of the fields that appear on the task form. To make Due Date and Duration Dependent Fields, select those values in the left column and then click the ">>" button. Microsoft CRM will move those fields into the Dependent Fields column. |
| . | |||
| 8. Click Ok. You should be back on the task form editor now. | |||
| 9. Next we want to use the form preview feature to test the code we just added. Before you try preview, make sure you save the changes you made by clicking the Save button.
| |||
$(document).ready(function() {
// put all your jQuery goodness in here.
});