Question

目前，用户必须单击省略号，单词模板，最后引用以下载单词模板。

为了方便我们的用户，我们希望在按功能区上的“打印报价”按钮时下载文档。

这可能吗？如果是这样，我该怎么做呢？我了解如何使用功能区工作台编辑功能区。我需要知道如何使用功能区下载单词模板。

如果解决方案使用功能区工作台，我可以输入什么命令来下载单词模板？

Answer 1

当您单击模板弹出按钮时，它会通过/AppWebServices/DocumentTemplate.asmx的调用动态填充，它会返回菜单的XML。

事件主页网格中的Word模板的弹出按钮如下所示：

<Menu Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu">
    <MenuSection Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.CreateTemplates" Title="Create Word Template" Sequence="10" DisplayMode="Menu16">
        <Controls Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.CreateTemplates.Controls">
            <Button Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.CreateTemplates.Controls.00000000-0000-0000-0000-000000000000" Command="incident|NoRelationship|HomePageGrid|Mscrm.WordTemplate.CreateWordTemplate.Grid" Sequence="10" ToolTipDescription="Create Word Template" Alt="Create Word Template" LabelText="Create Word Template" />
        </Controls>
    </MenuSection>
    <MenuSection Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.WordTemplates" Title="Word Templates" Sequence="20" DisplayMode="Menu16">
        <Controls Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.WordTemplates.Controls">
            <Button Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.WordTemplates.Controls.9b77c5b0-1033-4741-a01c-afdbdb1c3f22" Command="incident|NoRelationship|HomePageGrid|Mscrm.WordTemplate.TemplatesMenu.Grid" Sequence="10" ToolTipDescription="Case Summary" Alt="Case Summary" LabelText="Case Summary" />
        </Controls>
    </MenuSection>
</Menu>

我目前没有办法尝试，但我会尝试复制＆＃34;最后<Button>：

<Button Id="incident|NoRelationship|HomePageGrid|Mscrm.HomepageGrid.incident.WordTemplates.Menu.WordTemplates.Controls.9b77c5b0-1033-4741-a01c-afdbdb1c3f22" Command="incident|NoRelationship|HomePageGrid|Mscrm.WordTemplate.TemplatesMenu.Grid" Sequence="10" ToolTipDescription="Case Summary" Alt="Case Summary" LabelText="Case Summary" />

Answer 2

只使用CRM支持的功能就可以做到这一点（当然我确定也可以使用不支持的javascript，但我目前没有时间调查这个）。您应该采取的步骤来实现您想要的功能：

创建Action类型的新进程，绑定到您想要的实体为我创建一个模板（我在这里建议动作的原因是这样的它可以使用JavaScript和CRM WebAPI轻松调用）
在此Action中添加单步 - 调用Action并选择内置动作＆＃34; SetWordTemplate＆＃34;
设置此操作的属性 - 选择所需的模板并将目标动态设置为当前实体（使用Dynamic 值助手）如果您从未使用此操作 - 它只是创建给定的单词模板并将其作为注释添加到您的实体
现在你需要在按钮内写入逻辑（我假设你知道如何使用Ribbon Workbench或其他任何方式添加按钮
使用WebAPI调用您的操作
查找刚刚为您的实体创建的注释附件
下载附件（您可以为用户显示一些提示或只需强制下载文件，用户就必须保存它）
删除注释

也许不是单行，但让你进入受支持的区域......

Answer 3

＆＃13;

ExecuteWordMerge = function (wordtemplateid, entitytypecodeint, ids, templatetype, fieldforfilename, filenameoverride) {
        try {
            Xrm.Page.ui.clearFormNotification("worderror");
            var funcpath = Xrm.Page.context.getClientUrl() + "/_grid/print/print_data.aspx";
            if (typeof ids !== "object") {
                var tids = ids;
                ids = new Array();
                ids.push(tids);
            }
            var wordTemplateId = wordtemplateid;//"f1f7b994-543b-e711-8106-c4346bac2908" test data;
            var currentEntityTypeCode = entitytypecodeint;//"10063" test data;
            var templateType = (templatetype || 9940); //9940 is global and 9941 is personal
            var fieldForFileName = (fieldforfilename || "");
            var formdata = "exportType=MergeWordTemplate&selectedRecords=" + encodeURIComponent(JSON.stringify(ids)) +
            "&associatedentitytypecode=" + currentEntityTypeCode + "&TemplateId=" + wordTemplateId + "&TemplateType=" + templateType;
            var req = new XMLHttpRequest();
            req.open("POST", funcpath, true);
            req.responseType = "arraybuffer";
            req.setRequestHeader("Accept", "text/html,application/xhtml+xml,application/xml;q=0.9,image/webp,image/apng,*/*;q=0.8");
            req.setRequestHeader("Accept-Language", "en-US,en;q=0.8");
            req.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
            req.onreadystatechange = function () {
                if (this.readyState == 4) {/* complete */
                    req.onreadystatechange = null;
                    if (this.status >= 200 && this.status <= 299) {//200 range okay
                        var mimetype = (2 === 2) ? "application/vnd.openxmlformats-officedocument.wordprocessingml.document" : "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet";
                        var blob = new Blob([req.response], { type: mimetype });
                        var fileNameTemplate = req.getResponseHeader('content-disposition').split('filename=')[1].replace(/'/g, "");
                        var dloadurl = URL.createObjectURL(blob);
                        var filename = (fieldForFileName !== "" && Xrm.Page.getAttribute(fieldForFileName) !== null && Xrm.Page.getAttribute(fieldForFileName).getValue() !== "") ?
                            Xrm.Page.getAttribute(fieldForFileName).getValue() : fileNameTemplate;
                        filename = filenameoverride || filename;
                        //new code, prevent IE errors
                        if (navigator.msSaveOrOpenBlob) {
                            navigator.msSaveOrOpenBlob(blob, filename);
                            return;
                        }
                        else if (window.navigator.msSaveBlob) { // for IE browser
                            window.navigator.msSaveBlob(blob, filename);
                            return;
                        }
                        var a = document.createElement("a");
                        document.body.appendChild(a);
                        a.style = "display: none";
                        a.href = dloadurl;
                        a.download = filename;
                        a.click();
                        URL.revokeObjectURL(dloadurl);
                        //window.location = dloadurl;//we can use just this instead of creating an anchor but we don't get to the name the file
                    }
                    else {
                        Xrm.Page.ui.setFormNotification("An Error occurred generating the word document, please contact support if the issue persists,code: " + this.status, "ERROR", "worderror");
                    }
                }
            };
            req.send(formdata);
        }
        catch (err) {
            Xrm.Page.ui.setFormNotification("An Error occurred generating the word document, please contact support if the issue persists. " + err.message, "ERROR", "worderror");
        }

    }

＆＃13;

Answer 4

为了简化@ TeamEASI.com，我在这里做了一点回答。

使用XRMToolBox Ribbon Workbench 2016向功能区添加按钮。
创建一个类似于下面的JS Web资源。

＆＃13;

/*
* Author:      Matthew Hunt
* File:        vsi_DownloadTemplate.js
* Date:        12/20/2017
* Project:     CRM USA
* Description: DownloadTemplate() allows the user to download a document template 
* via a button on the ribbon.
*
* @param entitytypecode: the type code of the entity. In the ribbon workbench set a
* CRM parameter with value PrimaryEntityTypeCode. ex: 1063
*
* @param  templateid: the id for the template you want to download. I had to go to 
* the database to find this and pass it as a string parameter in the ribbon workbench.
* For example: 
* SELECT DocumentTemplateId, Name FROM dbo.DocumentTemplateBase WHERE Name Like '%Quote%';
* returns something like 4AB391A4-D247-E711-80D3-005056914EA2
* Unforunatly, anytime the template is updated, you'll probably have to get the new id.
*
* @param templatetype: the code for the template type. Pass this value in the ribbon 
* workbench as a int param. ex: 9940 is a documenttemplate
* 
* @param filename: the resulting name of the file that will be downloaded to the users 
* computer. Pass this value in the ribbon workbench as a string param. ex: Quote.docx
*
*/
function DownloadTemplate(entitytypecode, templateid, templatetype, filename){
    
    // retrieve the entity id from the current page
    var entityid = new Array();
    entityid.push(Xrm.Page.data.entity.getId());
    
    // try and make a request for the document template
    try{
        
        // clear the page of any previous errors
        Xrm.Page.ui.clearFormNotification("docerror");
        
        // the path that will be used to retrieve the word template
        var funcpath = Xrm.Page.context.getClientUrl() + "/_grid/print/print_data.aspx";
        
        // open the request to create the template
        var req = new XMLHttpRequest();
        req.open("POST", funcpath, true);
        req.responseType = "arraybuffer";
        req.setRequestHeader("Accept", "text/html,application/xhtml+xml,application/xml;q=0.9,image/webp,image/apng,*/*;q=0.8");
        req.setRequestHeader("Accept-Language", "en-US,en;q=0.8");
        req.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
        
        // on completion, run the bellow function
        req.onreadystatechange = function () {
            // request complete
            if (this.readyState == 4) {
                req.onreadystatechange = null;
                 // check if we got back a 200 from the request
            if (this.status >= 200 && this.status <= 299) {
                
                // add the download url to an a tag and then click the a tag 
                // to download the document
                var mimetype = (2 === 2) ? "application/vnd.openxmlformats-officedocument.wordprocessingml.document" : "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet";
                var blob = new Blob([req.response], { type: mimetype });
                var dloadurl = URL.createObjectURL(blob);
                var a = document.createElement("a");
                
                // if ie, because ie sucks
                if (navigator.msSaveOrOpenBlob) {
                    navigator.msSaveOrOpenBlob(blob, filename);
                    
                // else a browser that doesn't suck
                } else {
                    document.body.appendChild(a);
                    a.style = "display: none";
                    a.href = dloadurl;
                    a.download = filename;
                    a.click();
                    URL.revokeObjectURL(dloadurl);
                }
                
            }
        };
        
        // compile the data to send with the request
        var formdata = "exportType=MergeWordTemplate&selectedRecords=" + encodeURIComponent(JSON.stringify(entityid)) +
        "&associatedentitytypecode=" + entitytypecode + "&TemplateId=" + templateid + "&templatetype=" + templatetype;
        
        // make the request to create the template
        req.send(formdata);
        
    }catch (err) {
        PrintError(err.message);
    }
}

/*
* PrintError() is a helper method to display any errors to the user.
*/
function PrintError(msg){
    Xrm.Page.ui.setFormNotification("An Error occurred generating the word document, please contact support if the issue persists. " + msg, "ERROR", "docerror");
}

＆＃13;

IE修复：.click() giving access denied in IE11

使用XRMToolBox Ribbon Workbench 2016创建一个命令，其中包含以下参数，以便在单击按钮时执行JS。

Answer 5

要获取实体代码，请在查询下面运行：

SELECT coalesce(OriginalLocalizedName,name) AS DisplayName, Name AS SchemaName, ObjectTypeCode
FROM EntityLogicalView
ORDER BY ObjectTypeCode

和Template ID：

SELECT DocumentTemplateId, Name FROM dbo.DocumentTemplateBase

Dynamics CRM 365：通过功能区上的按钮下载Word文档模板

5 个答案: