NotesCount for Microsoft Dynamics CRM

New Post: Display Activity Attachments in Grid

OrdinaryGal — Mon, 21 Nov 2011 08:08:21 GMT

I have changed oNotesTab = document.getElementById('tab1Tab'); it can be worked fine for activity. Thank you very much

New Post: OrdinaryGal

OrdinaryGal — Fri, 18 Nov 2011 09:59:51 GMT

I have used this script for Activities(Task,Appointment...) and didn't working. Do you have any solution ? Thanks in advance.

Created Release: NotesCount v0.6 (Jun 14, 2011)

troschinsky — Fri, 17 Jun 2011 19:21:48 GMT

Community Update that'll bring NotesCount to CRM 2011. Thanks David!

Released: NotesCount v0.6 (Jun 14, 2011)

Fri, 17 Jun 2011 19:21:48 GMT

Community Update that'll bring NotesCount to CRM 2011. Thanks David!

Closed Issue: Notes Count for CRM 2011 [6211]

troschinsky — Fri, 17 Jun 2011 19:19:12 GMT

Hi,

this code works for CRM 2011:
function notesCount()
{

/* ******************************************************* */
/* Microsoft CRM 4.0 JavaScript Anpassung */
/* NotesCount (v0.5) - CRM-Services 2007 */
/* netzhaus AG */
/* ******************************************************* */
/* Autor: Thomas Roschinsky (tr@netzhaus.ag) */
/* Datum: 11.04.2009 */
/* */
/* Projekt: http://notescount.codeplex.com */
/* */
/* Konfiguration: */
var oNotesTab = document.getElementById('tab6Tab');
var oNotesDetail = true;
var oNotesDetailColorNote = "#AA4E26";
var oNotesDetailColorFile = "#3C643A";
var oNotesOverview = true;
/* */
/* ******************************************************* */

function displayNotesOverview(e) {
try {
var NotesCountOV = document.getElementById('NotesCountOV');
var posX = 0;
var posY = 0;
if (!e) var e = window.event;
if (e.pageX || e.pageY){
posX = e.pageX;
posY = e.pageY;
}
else if (e.clientX || e.clientY){
posX = e.clientX + document.body.scrollLeft;
posY = e.clientY + document.body.scrollTop;
}
NotesCountOV.firstChild.style.width = NotesCountOV.style.width;
NotesCountOV.firstChild.style.left = (posX).toString()+"px";
NotesCountOV.firstChild.style.top = (posY+20).toString()+"px";
NotesCountOV.style.visibility = (e.type == "mouseleave") ? "hidden" : "visible";
}
catch(ex) {}
}
function WSRetrieveMultiple(crmEntity, resultAttribute, queryAttribute, queryValue) {
try {
var oXMLSoapMsg = "<?xml version='1.0' encoding='utf-8'?>"+
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'"+
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"+
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>"+
GenerateAuthenticationHeader().toString()+
"<soap:Body>"+
"<RetrieveMultiple xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
"<query xmlns:q1='http://schemas.microsoft.com/crm/2006/Query'"+
" xsi:type='q1:QueryExpression'>"+
"<q1:EntityName>"+crmEntity+"</q1:EntityName>"+
"<q1:ColumnSet xsi:type='q1:ColumnSet'>"+
"<q1:Attributes>"+
"<q1:Attribute>"+resultAttribute+"</q1:Attribute>"+
"<q1:Attribute>isdocument</q1:Attribute>"+
"<q1:Attribute>filename</q1:Attribute>"+
"</q1:Attributes>"+
"</q1:ColumnSet>"+
"<q1:Distinct>false</q1:Distinct>"+
"<q1:Criteria>"+
"<q1:FilterOperator>And</q1:FilterOperator>"+
"<q1:Conditions>"+
"<q1:Condition>"+
"<q1:AttributeName>"+queryAttribute+"</q1:AttributeName>"+
"<q1:Operator>Like</q1:Operator>"+
"<q1:Values>"+
"<q1:Value xsi:type='xsd:string'>"+queryValue+"</q1:Value>"+
"</q1:Values>"+
"</q1:Condition>"+
"</q1:Conditions>"+
"</q1:Criteria>"+
"</query>"+
"</RetrieveMultiple>"+
"</soap:Body>"+
"</soap:Envelope>";
var oXMLHTTPReq = new ActiveXObject("Msxml2.XMLHTTP");
oXMLHTTPReq.onreadystatechange = function() {
if(oXMLHTTPReq.readyState == 4){
WSResultHandler(oXMLHTTPReq.responseXML, resultAttribute, queryAttribute);
}
};
oXMLHTTPReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
oXMLHTTPReq.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
oXMLHTTPReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
oXMLHTTPReq.setRequestHeader("Content-Length", oXMLSoapMsg.length);
oXMLHTTPReq.send(oXMLSoapMsg);
}
catch(ex){}
}
function WSResultHandler(resultSetXML, resultAttribute, queryAttribute) {
try {
var errorCount = resultSetXML.selectNodes('//error').length;
if (errorCount != 0){
var msg = resultSetXML.selectSingleNode('//description').nodeTypedValue;
alert(msg);
}
else{
var results = resultSetXML.getElementsByTagName('BusinessEntity');
var resultsOverview = "";
if (results.length != 0){
resultsOverview += "<div style=\"z-index:+300; padding:5px; font-size:xx-small; border: solid 1px #C5C5C5; background-color:#FFFFAE; position:absolute; filter:alpha(opacity:90);\">";
resultsOverview += "<strong>Anlagen und Notizen</strong>";
resultsOverview += "<table border=\"0\" style=\"font-size: xx-small\">";
var cntNote = 0;
var cntFile = 0;
var lenTitle = 0;
for (i=0;i < results.length;i++){
if(results[i].selectSingleNode('./q1:isdocument').nodeTypedValue == 0){
resultsOverview += "<tr><td></td><td width=\"100%\" style=\"color:"+oNotesDetailColorNote+";\">"+results[i].selectSingleNode('./q1:'+resultAttribute).nodeTypedValue+"</td></tr>";
lenTitle = (lenTitle < results[i].selectSingleNode('./q1:'+resultAttribute).nodeTypedValue.toString().length) ? results[i].selectSingleNode('./q1:'+resultAttribute).nodeTypedValue.toString().length : lenTitle;
cntNote++;
}
else{
resultsOverview += "<tr><td><img src=\"/_imgs/ico_16_1001_d.gif\" alt=\"Dateianlage\" /></td><td width=\"100%\" style=\"color:"+oNotesDetailColorFile+";\">"+results[i].selectSingleNode('./q1:filename').nodeTypedValue+"</td></tr>";
lenTitle = (lenTitle < results[i].selectSingleNode('./q1:'+resultAttribute).nodeTypedValue.toString().length) ? results[i].selectSingleNode('./q1:filename').nodeTypedValue.toString().length : lenTitle;
cntFile++;
}
}
resultsOverview += "</table>";
resultsOverview += "</div>";
resultsDetails = (oNotesDetail) ? ": <font color=\""+oNotesDetailColorNote+"\">"+cntNote.toString()+"</font>/<font color=\""+oNotesDetailColorFile+"\">"+cntFile.toString()+"</font>" : "";
oNotesTab.childNodes[1].style.color = '#EE6000';
oNotesTab.childNodes[1].innerHTML += ' (<strong>' + results.length.toString() + '</strong>'+resultsDetails+')';

if(oNotesOverview){
var divNotesCountOV = document.createElement("div");
divNotesCountOV.setAttribute('id', 'NotesCountOV');
divNotesCountOV.style.visibility = "hidden";
divNotesCountOV.style.width = (lenTitle <= 70) ? parseInt((lenTitle * 6)).toString() + "px" : "420px";
document.body.appendChild(divNotesCountOV);
divNotesCountOV.innerHTML = divNotesCountOV.innerHTML+resultsOverview;
oNotesTab.childNodes[1].attachEvent('onmouseenter', displayNotesOverview);
oNotesTab.childNodes[1].attachEvent('onmouseleave', displayNotesOverview);
}
}
}
}
catch(e){}
}
if(crmForm.ObjectId!=null){
WSRetrieveMultiple('annotation', 'subject', 'objectid', crmForm.ObjectId.toString());
}
/* END *************************************************** */
/* NotesCount */
/* ******************************************************* */
}
Comments:

Code for CRM 2011 updated.

Commented Issue: Notes Count for CRM 2011 [6211]

troschinsky — Fri, 17 Jun 2011 19:18:13 GMT

Hey David,

well done - thank you! I just added two lines of code to display the icons representing notes and attachments, because attachments were shown as broken images.

I'll check it in right away.

Cheers,
Thomas

Created Issue: Notes Count for CRM 2011 [6211]

DavidSporer — Tue, 14 Jun 2011 16:02:30 GMT

New Post: Display Activity Attachments in Grid

troschinsky — Sun, 12 Sep 2010 17:42:02 GMT

I'm afraid I'm unable to help, not having any further information about the problem. Did you already payed attention to install advice #3 concering the config part of the script: "Make sure you changed the tabnTab value within oNotesTab to the correct tab (0 represents first tab)"

New Post: Display Activity Attachments in Grid

OrdinaryGal — Fri, 10 Sep 2010 04:24:59 GMT

it's working fine for account form only, for other form such as Task,Appointment are not working.By the way, effected to price list as well. Anyone know about this problem. Thanks in advance

Reviewed: NotesCount v0.5 (9 08, 2010)

tomaspisek — Wed, 08 Sep 2010 18:47:47 GMT

Rated 5 Stars (out of 5) - Excellen solution. Thank you.

Source code checked in, #48188

_TFSSERVICE — Thu, 08 Jul 2010 20:15:13 GMT

Checked in by server upgrade

New Post: Display Activity Attachments in Grid

troschinsky — Tue, 28 Jul 2009 07:15:37 GMT

Maybe a not very smart idea but I'd suggest to create a workflow (possibly a custom wf-activity will be required) that does the counting-job for a record every time a new note is attached/created.
The workflow should then update a custom attribute on the entity. So you're able to add this attribute in the views to show up the ammount of notes.

New Post: Display Activity Attachments in Grid

adyscaife — Mon, 27 Jul 2009 15:30:16 GMT

One thing i keep looking for is some Javascript to display whether an activity has an attachment in the grid. Does anyone know how to do this?

Reviewed: NotesCount v0.5 (Jul 27, 2009)

adyscaife — Mon, 27 Jul 2009 15:27:31 GMT

Rated 5 Stars (out of 5) - Excellent, best version of this functionality I have seen. Also works with Email attachments: for the script for email attachments look on the sourcecode tab and download the script with the 'm' suffix. Great help from the developer when I had a question. Thanks :)

Reviewed: NotesCount v0.5 (Jul 09, 2009)

nilsgs — Thu, 09 Jul 2009 12:49:52 GMT

Rated 4 Stars (out of 5) - Simple and very useful. I really like this one.

Source code checked in, #8223

troschinsky — Sat, 18 Apr 2009 11:29:03 GMT

NotesCount v0.5 - build for annotations and e-mail attachments

Updated Wiki: Home

troschinsky — Thu, 16 Apr 2009 20:07:57 GMT

Project Description
NotesCount is a client side JScript customization, which enables CRM useres to recognize the amount of attached notes or attachments to any CRM record (e.g. contact, account, case, ...) within the tab on top of the main form of the record.

Intention
NotesCount is intended to improve the UX of all Microsoft Dynamics CRM 4.0 users. By showing the amount of attached notes or files referenced to CRM records without opening the notes tab it will reduce the risk to miss important information.

History
The project was released first in 2006 for Microsoft Dynamics CRM 3.0. The current version is updated to fit within the UI of CRM 4.0 and to work with CRM-2007 Web Services.

Installation

Navigate to CRM customizations, open desired CRM entity and form, choose form properties, open OnLoad event
Paste the downloaded JScript code
Make sure you changed the tabnTab value within oNotesTab to the correct tab (0 represents first tab)
Save and close the form designer and publish the previous opened CRM entity

Screens

Notes highlighted in notes tab on form: http://notescount.codeplex.com/Project/Download/FileDownload.aspx?DownloadId=65260
Tooltip containing notes and files on mouseover: http://notescount.codeplex.com/Project/Download/FileDownload.aspx?DownloadId=65251

Created Issue: Add a minimum width to the tooltip box

troschinsky — Wed, 15 Apr 2009 07:42:30 GMT

Just a design-issue: If notes title or filename become very short the headline breaks up into multiple lines. A minimum width for the tooltip will fix it.

Created Issue: Handle null-"title" properly

troschinsky — Wed, 15 Apr 2009 07:39:41 GMT

If title attribute of the note is null, it will not be a part of the resultset, so that the highlighting of notes tab will not be applied. This is because of the catched exception while trying to get the attribute value exiting the process.

Updated Release: NotesCount v0.5 (Apr 11, 2009)

troschinsky — Mon, 13 Apr 2009 15:53:18 GMT

[NEW] NotesOverview
- Tooltip containing a list with attached notes and files
[NEW] NotesDetail
- Ability to distinguish between notes and files
- Separate counters and totals
[NEW] Access to Dyncamics CRM Web Services 2007 (can run in hosted environment as well)
Classic-Mode (just color the tab and show up total amount of notes)

Installation:

see project home http://notescount.codeplex.com/