Example of adding a ToolbarButton to an Entity in ISV.conf?

Comments

• borsicsj Member Posts: 32

  2007-08-28

  Hi Miklos,
  
  isv.config from crm sdk 3.0 :
  
  <configuration version="3.0.0000.0">
  <Root>
  <!-- Global Menu Bar at the top of all root level areas -->
  <MenuBar>
  <!-- Custom Menus - between the Goto Menu and the Help Menu -->
  <CustomMenus>
  <Menu Title="ISV">
  <MenuItem Title="New Window" Url="http://www.microsoft.com&quot; />
  <MenuSpacer />
  <!-- A horizontal drop down menu spacer -->
  <SubMenu Title="ISV Tests">
  <MenuItem Title="Modeless Dialog"
  Url="http://www.microsoft.com&quot; WinMode="2" />
  <MenuSpacer />
  <MenuItem Title="Modal Dialog"
  Url="http://www.microsoft.com&quot; WinMode="1" />
  <MenuSpacer />
  <MenuItem Title="Custom JavaScript"
  JavaScript="alert('test');" />
  </SubMenu>
  </Menu>
  </CustomMenus>
  </MenuBar>
  <!--
  Application Level Tool Bar
  -->
  <ToolBar>
  <Button Title="Test" ToolTip="Info on Test"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');" />
  <ToolBarSpacer />
  <!-- A vertical toolbar spacer -->
  <Button Title="Web Only"
  ToolTip="Web client only"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');" Client="Web" />
  <Button Title="Outlook Only"
  ToolTip="Outlook only: Also available offline"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');"
  Client="Outlook" AvailableOffline="true" />
  <Button Title="Both"
  ToolTip="Both Clients: Both Web and Outlook Clients"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');"
  Client="Web, Outlook"
  AvailableOffline="true" />
  </ToolBar>
  </Root>
  <!-- Microsoft Customer Relationship Management Entities (Objects) -->
  <Entities>
  <Entity name="account">
  <MenuBar>
  <!-- Custom Menus that you may add -->
  <CustomMenus>
  <Menu Title="ISV">
  <MenuItem Title="Coming Soon..."
  Url="http://www.microsoft.com&quot;
  PassParams="0" WinMode="1" />
  <MenuSpacer />
  <SubMenu Title="Sub Test">
  <MenuItem Title="Test Sub 1"
  Url="http://www.microsoft.com&quot; PassParams="1" />
  <MenuSpacer />
  <MenuItem Title="Test Sub 2" />
  </SubMenu>
  <MenuSpacer />
  <MenuItem Title="Coming Soon..."
  Url="http://www.microsoft.com&quot; PassParams="0" />
  <MenuItem Title="Web Only" Client="Web" />
  <MenuItem Title="Outlook Only" Client="Outlook"
  AvailableOffline="true" />
  <MenuSpacer />
  <MenuItem Title="Valid For Update Only" ValidForUpdate="0" />
  <MenuItem Title="Valid For Create Only" ValidForCreate="1" />
  </Menu>
  </CustomMenus>
  </MenuBar>
  <!-- The Account Tool Bar -->
  <ToolBar ValidForCreate="0" ValidForUpdate="1">
  <Button Title="asdf" ToolTip="Info on Test"
  Icon="/_imgs/ico_18_debug.gif"
  Url="http://www.microsoft.com&quot;
  PassParams="1" WinParams="" WinMode="0" />
  <ToolBarSpacer />
  <Button Title="Test" ToolTip="Info on Test"
  Icon="/_imgs/ico_18_debug.gif"
  Url="http://www.microsoft.com&quot;
  PassParams="1" WinParams="" WinMode="1" />
  <Button Title="Web Only"
  ToolTip="Web client only"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');"
  Client="Web" />
  <Button Title="Outlook Only"
  ToolTip="Outlook only: Also available offline"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');"
  Client="Outlook" AvailableOffline="true" />
  </ToolBar>
  <!-- The Account Left Nav Bar -->
  <NavBar ValidForCreate="0" ValidForUpdate="1">
  <!--
  Valid Areas Include
  ===================
  Sales
  Marketing
  Service
  Info
  -->
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Default"
  Url="http://www.microsoft.com&quot; Id="navItem" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Web Only"
  Url="http://www.microsoft.com&quot;
  Id="navItemWeb" Client="Web" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Outlook Only"
  Url="http://www.microsoft.com&quot;
  Id="navItemOutlook" Client="Outlook"
  AvailableOffline="true" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Sales"
  Url="http://www.microsoft.com&quot;
  Id="navSalesItem" Area="Sales" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Info"
  Url="http://www.microsoft.com&quot;
  Id="navInfoItem" Area="Info" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Marketing"
  Url="http://www.microsoft.com&quot;
  Id="navMarketingItem" Area="Marketing" />
  <NavBarItem Icon="/_imgs/ico_18_debug.gif"
  Title="ISV Service"
  Url="http://www.microsoft.com&quot;
  Id="navServiceItem" Area="Service" />
  </NavBar>
  <Grid>
  <MenuBar>
  <ActionsMenu>
  <MenuItem Title="Coming Soon..."
  Url="http://www.microsoft.com&quot; WinMode="1" />
  <MenuSpacer />
  <SubMenu Title="Sub Test">
  <MenuItem Title="Test Sub 1"
  Url="http://www.microsoft.com&quot; />
  <MenuSpacer />
  <MenuItem Title="Test Sub 2" />
  <MenuItem Title="Web Only" Client="Web" />
  <MenuItem Title="Outlook Only"
  Client="Outlook" AvailableOffline="true" />
  </SubMenu>
  <MenuItem Title="Web Only" Client="Web" />
  <MenuItem Title="Outlook Only"
  Client="Outlook" AvailableOffline="true" />
  </ActionsMenu>
  <Buttons>
  <Button Title="Test" ToolTip="Info on Test"
  Icon="/_imgs/ico_18_debug.gif"
  Url="http://www.microsoft.com&quot;
  WinParams="" WinMode="2" />
  <ToolBarSpacer />
  <Button Title="Test" ToolTip="Info on Test"
  Icon="/_imgs/ico_18_debug.gif"
  Url="http://www.microsoft.com&quot;
  WinParams="" WinMode="1" />
  <Button Title="Web Only"
  ToolTip="Web client only"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');" Client="Web" />
  <Button Title="Outlook Only"
  ToolTip="Outlook only: Also available offline"
  Icon="/_imgs/ico_18_debug.gif"
  JavaScript="alert('test');" Client="Outlook"
  AvailableOffline="true" />
  </Buttons>
  </MenuBar>
  </Grid>
  </Entity>
  <Entity name="contact" />
  <Entity name="lead" />
  <Entity name="opportunity" />
  <Entity name="list" />
  <Entity name="campaign" />
  <Entity name="campaignactivity" />
  <Entity name="campaignresponse" />
  <Entity name="incident" />
  <!-- Case -->
  <Entity name="quote" />
  <Entity name="salesorder" />
  <!-- Order -->
  <Entity name="invoice" />
  <!-- Custom Entities -->
  <!-- <Entity name="myEntity"/> -->
  <!-- End Custom Entities -->
  </Entities>
  <!-- Microsoft Customer Relationship Management Service Management Customization -->
  <ServiceManagement>
  <AppointmentBook>
  <SmoothScrollLimit>2000</SmoothScrollLimit>
  <TimeBlocks>
  <!-- All CSS Class mapping for Service actiivties -->
  <TimeBlock EntityType="4214" StatusCode="1"
  CssClass="ganttBlockServiceActivityStatus1" />
  <TimeBlock EntityType="4214" StatusCode="2"
  CssClass="ganttBlockServiceActivityStatus2" />
  <TimeBlock EntityType="4214" StatusCode="3"
  CssClass="ganttBlockServiceActivityStatus3" />
  <TimeBlock EntityType="4214" StatusCode="4"
  CssClass="ganttBlockServiceActivityStatus4" />
  <TimeBlock EntityType="4214" StatusCode="6"
  CssClass="ganttBlockServiceActivityStatus6" />
  <TimeBlock EntityType="4214" StatusCode="7"
  CssClass="ganttBlockServiceActivityStatus7" />
  <TimeBlock EntityType="4214" StatusCode="8"
  CssClass="ganttBlockServiceActivityStatus8" />
  <TimeBlock EntityType="4214" StatusCode="9"
  CssClass="ganttBlockServiceActivityStatus9" />
  <TimeBlock EntityType="4214" StatusCode="10"
  CssClass="ganttBlockServiceActivityStatus10" />
  <!-- All CSS Class mapping for Appointments -->
  <TimeBlock EntityType="4201" StatusCode="1"
  CssClass="ganttBlockAppointmentStatus1" />
  <TimeBlock EntityType="4201" StatusCode="2"
  CssClass="ganttBlockAppointmentStatus2" />
  <TimeBlock EntityType="4201" StatusCode="3"
  CssClass="ganttBlockAppointmentStatus3" />
  <TimeBlock EntityType="4201" StatusCode="4"
  CssClass="ganttBlockAppointmentStatus4" />
  <TimeBlock EntityType="4201" StatusCode="5"
  CssClass="ganttBlockAppointmentStatus5" />
  <TimeBlock EntityType="4201" StatusCode="6"
  CssClass="ganttBlockAppointmentStatus6" />
  </TimeBlocks>
  </AppointmentBook>
  </ServiceManagement>
  </configuration>
  
  Hope it helps.

  Brg,
  
  --
  János Borsics

  0
• Miklos_Hollender Member Posts: 1,598

  2007-09-03

  Sorry but it doesn't. This is how I started it - removing unnecessary from this one and keeping the button only. Didn't work, always failing on the Configuration line. I guess the main problem is I have no idea what XML entities are mandatory f.e. do I have to keep the Root if it's empty.
  
  I think I'll just switch to hacker mode and replace the outerHTM of the previous button from JScript.

  0
• Miklos_Hollender Member Posts: 1,598

  2007-09-10

  hacked in JavaScript:
  

  function add_toolbar_button(name, id, image, event)
  {
    var toolbar = document.all.mnuBar2.rows(0).cells(0);
    var html = "" +
       "<SPAN tabindex='0' class='menu' style='padding:3px 3px 0px 3px' pl='3' pr='3' title='" + name +
       "' onclick='" + event + 
       "' id='" + id + 
       "'>" + 
       "<DIV class='mnuBtn'>" +
       "<IMG src='" + image  + 
       "' class='mnuBtn'>" + name + "</DIV></SPAN>";
    toolbar.insertAdjacentHTML("beforeEnd", html);
      
  };
  
  function send_mail_button_onclick()
  {  
    location='mailto:?SUBJECT=' + crmForm.all.title.DataValue  +
    ' - '+ crmForm.all.customerid.DataValue[0].name + '&BODY='+location.href;
  };
  
  
  function case_add_linkbtn()
  {                                   
    if (crmForm.FormType==2) //update
    {
       
      add_toolbar_button("Create Link in E-Mail","CreateLinkInEmail","/_imgs/ico_16_138.gif","send_mail_button_onclick()");
    };
  };
  
  

  0