HTML Example
You may need to adjust the paths of the src attributes in the <script> and <img> tags of the following example to make them to reflect the location of the associated resource.
For example, suppose a user has saved the resource /WebResources/new_/something.htm. In this case, the relative paths would require the insertion of an extra ../ before each reference. Thus the first reference in the code example below would become:
<script src="../../ClientGlobalContext.js.aspx" type="text/javascript"></script>
We recommend that integrators favour relative paths over fixed or absolute paths.
The following example uses minimal error handling. Each integrator should ensure that the code they implement meets the error-handling standards they want to enforce.
<!DOCTYPE html> <html> <head> <title></title> <script src="../ClientGlobalContext.js.aspx" type="text/javascript"></script> <script src="../esl_/scripts/jquery.js" type="text/javascript"></script> <script src="../esl_/scripts/jquery_ui.js" type="text/javascript"></script> <script src="../esl_/scripts/json.js" type="text/javascript"></script> <script src="../esl_/scripts/XrmServiceToolkit.js" type="text/javascript"></script> <style> ul { margin: -8px 0 0 0; } li { float: left; display: inline; margin-left: 5px; } </style> </head> <body> <div> <ul> <li><button id="btnCreate"><img src="../esl_/images/PackageCreateIcon.png" height="14" alt="Create Package" /><span>Create</span></button></li> <li><button id="btnCreate2"><img src="../esl_/images/PackageCreateIcon.png" height="14" alt="Create Package with template" /><span>Create2</span></button></li> </ul> </div> <script type="text/javascript"> $(function () { "use strict"; function get (key) { var attr = parent.Xrm.Page.getAttribute(key); return attr.getValue(); }; function failedCall(error) { try { parent.Xrm.Utility.alertDialog(message); } catch (e) { alert(error.message); } } function createOnCrm (item, entitySet, callback) { XrmServiceToolkit.Rest.Create(item, entitySet, function (result1) { if (callback) callback(result1); }, failedCall, false); } function createSoapOnCrm (be, callback) { var result1 = XrmServiceToolkit.Soap.Create(be); if (callback) callback(result1); } function addSignerToPackage (id, s, callback) { XrmServiceToolkit.Rest.Associate( id, "esl_packageSet", s, "esl_signerSet", "esl_package_signer ", function (resp) { callback(resp); }, failedCall, false); } function getTemplateByName (name) { var result1 = { Id: "00000000-0000-0000-000000000000", Name: "", LogicalName: "esl_template" }; XrmServiceToolkit.Rest.RetrieveMultiple( "esl_templateSet", "?$top=1&$select=esl_templateId,esl_name&$filter=esl_name eq '" + name + "'", function (result) { result1.Id = result[0].esl_templateId; result1.Name = result[0].esl_name; }, failedCall, function () {}, false); return result1; } function getPackageSimple (name) { var currentdate = new Date(); return { esl_name: "test-" + name, esl_description: "test " + name + " " + currentdate.toLocaleTimeString(), esl_lookupobjecttype: parent.Xrm.Page.context.getQueryStringParameters().etc, esl_loopkuprecordguid: parent.Xrm.Page.data.entity.getId(), esl_lookuprecordname: name, esl_lookupentitytype: parent.Xrm.Page.data.entity.getEntityName(), }; } function getPackageWithTemplate(name, templatename) { var currentdate = new Date(); var templateRef = getTemplateByName(templatename); return { esl_name: "test-" + name, esl_description: "test " + name + " " + currentdate.toLocaleTimeString(), esl_lookupobjecttype: parent.Xrm.Page.context.getQueryStringParameters().etc, esl_loopkuprecordguid: parent.Xrm.Page.data.entity.getId(), esl_lookuprecordname: name, esl_lookupentitytype: parent.Xrm.Page.data.entity.getEntityName(), esl_basedontemplate: templateRef, }; } function getPrimaryContact(callback) { var primarycontactid = get("primarycontactid"); if (!primarycontactid) return null; var contactRef = primarycontactid[0]; var be = new XrmServiceToolkit.Soap.BusinessEntity("esl_signer", null); be.attributes.esl_name = "Signer1"; be.attributes.esl_signingorder = 2; be.attributes.esl_contactid = { id: contactRef.id, logicalName: contactRef.entityType, name: contactRef.name, type: "EntityReference", }; XrmServiceToolkit.Rest.Retrieve( contactRef.id, "ContactSet", "EMailAddress1,FirstName,LastName,JobTitle,MobilePhone", null, /*expand*/ function (resp) { if (resp) { be.attributes.esl_emailaddress = resp.EMailAddress1; be.attributes.esl_firstname = resp.FirstName; be.attributes.esl_lastname = resp.LastName; be.attributes.esl_title = resp.JobTitle; be.attributes.esl_smsphone = resp.MobilePhone; } callback(be); }, failedCall, false); } function openPackage (packageId) { parent.Xrm.Utility.openEntityForm("esl_package", packageId); } function addSigner(contact, packageId, callback) { if (contact == null) openPackage(packageId); createSoapOnCrm(contact, function (result2) { addSignerToPackage( packageId, result2, function () { callback(packageId); }); }); } function createPackage(eslPackage) { createOnCrm(eslPackage, "esl_packageSet", function(p) { getPrimaryContact( function(contact) { addSigner( contact, p.esl_packageId, function(id) { openPackage(id); }); }); }); } $("#btnCreate").click(function () { var p = getPackageSimple(get("name")); try { createPackage(p); } catch (e) { failedCall(e); } }); $("#btnCreate2").click(function () { var p = getPackageWithTemplate(get("name"), "template01"); try { createPackage(p); } catch (e) { failedCall(e); } }); }); </script> </body> </html>