Tuesday, August 15, 2006

MSCRM 3 country field: apply a standard picklist

In a previous post, I referred to the DHTML solution by Michael Höhne that uses JavaScript to convert the country field from a text box to a picklist. The drawback of that solution is that the list of countries is provided by an inline JavaScript array, and is thus not very easily maintained.

I prefer that a MSCRM super user can maintain the content of the country picklist like any other picklist in the system. This is, actually, easy to achive by modifying the script a little bit: instead of using an array, just copy it from a hidden custom picklist field that contains all countries. In addition, I will show how to make it work with 'quick create'.

Start by adding a new field (attribute) of type 'picklist' to e.g. the account entity. Give the new field the name 'adminCountry' and add the list of countries. Save and close the added field.

Then open the account form and add the new 'adminCountry' field to the 'Address' section. Make the field read-only and hide the label.


Then click on 'Form Properties', and select 'OnLoad' in the 'Event list' and click 'Edit'. Turn on 'Event is enabled' and use this JavaScript to copy the values from the 'new_adminCountry' picklist:

//************************************************************
//Original author: Michael Höhne
//source: http://www.stunnware.com/crm2/topic.aspx?id=JS1
//************************************************************
//The lookup field to change. You can use this code for any field you like.
var fieldName = "address1_country";

//I'm saving the current field value to set it as the default in the created combobox.
var defaultValue = crmForm.all.item(fieldName).DataValue;

//This is the TD element containing the text box control. We will replace the entire innerHTML to replace
//the input type="text" element with a select element.
//KJELLSJ: replace the INPUT itself

//var table = crmForm.all.item(fieldName + "_d");
var input = crmForm.all.item(fieldName);

//This is the beginning of our new combobox. It's a standard HTML declaration and all we need to do is to
//fill the appropriate options. You should check the original HTML code to get the appropriate values for
//req (field required level) and the tab index.
var select = "<select req='0' id='" + fieldName + "' name='" + fieldName + "' defaultSelected='' class='selectBox' tabindex='1170'>";
//KJELLSJ: build options separately
var options = "";

//KJELLSJ: hide the 'new_adminCountry' picklist
var picklist = crmForm.all.item("new_adminCountry");
picklist.style.display = "none";
//KJELLSJ: inject countries from hidden 'new_adminCountry' picklist
options = picklist.innerHTML;
options = options.replace(/selected/i, ""); //remove selection

options = options.replace(/value=\d+>/g, ">"); //remove numeric values
options = options.replace(/>([\w ]+)</g, "value='$1'>$1<"); //use name as value
var defaultValueFound = false;


//Here's the part that ensures that an existing entity will always display the stored value of the
//country field, no matter if it is included in the option list or not. If it is set and it was not found
//in the previous loop, then defaultValueFound will still be false and we have to add it as a separate
//option, which is also SELECTED.
if ((defaultValue != null) && (defaultValue.length > 0) && !defaultValueFound) {
//KJELLSJ: add selected country as first option
options = "<option value='" + defaultValue + "' SELECTED>" + defaultValue + "</option>" + options;
}

//Close the open select element.
//KJELLSJ: concatenate the select and options
select = select + options + "</select>";

//Finally, I replace the entire definition of the text box with the newly constructed combobox. IE is very
//smart and will instantly update the window. You now have a combobox with a list of all available countries
//in the world and it will be saved directly to the address1_country field.
//KJELLSJ: replace the INPUT itself
//table.innerHTML = select;
input.outerHTML = select;


I have changed the script to use .outerHTML on the <INPUT> element as the 'quick create' form mode does not have a named <TD> element.
Note also the use of regex to transform the standard list of options into a picklist that will store the name of the country instead of the picklist value number.

Save the modified account form and publish the customizations (Actions-Publish). Test the script by opening an existing account and by creating a new account. Also remember to test that the customization works correctly in 'quick create' form mode for the entity. Use Fiddler to see the source of a 'quick create' web-dialog.

I have made a simplification to the 'selected country' logic by just adding the existing country as the first item in the picklist. I prefer that the current value is the top value in a picklist, the same way I prefer that the most used values are at the top of the list.

It is rather simple to extend the script to find the correct country in the options string: use .indexOf() to find the correct option element, then use .replace() to inject the "SELECTED" text into the options string.

This solution combines the best of the DHTML approach with the ease of the replacement-country-picklist approach, while avoiding the need for an OnSave/OnLoad script to keep the standard country field in sync with the selected item in the picklist.

Manually entering all countries in the world to the picklist is not fun, but this tool at Mitch Milam's blog should make things simpler. Alternatively, it should be rather trivial to use Excel to generate the XML from a range of cells. Most customers provides the set of picklists as Excel worksheets, afterall.

5 comments:

Dybbis said...

Very good. To improve even more; you could add the country where the user is located on top of the list. It is most likely that a user located in Venezuela will have business contacts and customers in the same country.

Anonymous said...

Hi, thanks a lot for the script it has been very useful. But a there a problem that I don't know how to solve (my scripting know-how is zero), when you create a new contact from within the Account, this contact will have the numbers of the Account selection, instead of the names, is there any way to change that?

Kjell-Sverre Jerijærvi said...

I will look into this, but of the top of my head it seems to need a bit of script in the onload event for the new contact form, or a small workflow to copy the name of the country from the parent account. The latter might be the simplest solution, and is what we use at our customers (we have not had your problem).

godmcse said...

Is thier a way to have two feilds looking at the same table?
I want to display a primary Contact and a 2nd contact in the account view. can I do that eh way you are doing it here?

thank you
godmcse@gmail.com

Kjell-Sverre Jerijærvi said...

Adding two relations to the same entity like this is not supported out-of-the-box. You should have a look at the 'custom lookup' add-on provided by Michael Höhne, it might be what you need:
http://www.stunnware.com/crm2/topic.aspx?id=CustomLookupV13