Reference Dlls to create Plugin - Microsoft Dynamics CRM

Add the below Dlls as reference to create plugin

Filter lookup based on another lookup - Microsoft Dynamics CRM

Based on one lookup:

Right click on field and go to change properties.
Select the checkbox and select the drop down in "Related Records Filtering" Section

Based on two lookup:

Call the function onchange of second lookup and onload of form.

It will add filter for third lookup.

Lookup1: ccs_category
Lookup2:ccs_casetype
Lookup3:ccs_subtype

Javascript Function:

function filterSubtype() {
    // add the event handler for PreSearch Event
    Xrm.Page.getControl("subtype").addPreSearch(subtype_addFilter);
}

function subtype_addFilter() {
   //find contact contains this @example.com
var categoryId = Xrm.Page.getAttribute("category").getValue() != null ? Xrm.Page.getAttribute("category").getValue()[0].id : null;
   var caseTypeId = Xrm.Page.getAttribute("casetype").getValue() != null ? Xrm.Page.getAttribute("casetype").getValue()[0].id : null;  

    //create a filter xml
   var filter = "<filter type='and'><condition attribute='category' operator='eq' value='" + categoryId + "' /><condition attribute='casetype' operator='eq' value='" + caseTypeId + "' /></filter>";

    //add filter
    Xrm.Page.getControl("subtype").addCustomFilter(filter);
}

Microsoft Dynamics CRM 2013 Javascript

Xrm.Utility

alertDialog      Displays a dialog box with a message.

confirmDialog      Displays a confirmation dialog box that contains an optional message as well as OK and Cancel buttons.

isActivityType      Determine if an entity is an activity entity.

openEntityForm      Opens an entity form.

openWebResource      Opens an HTML web resource.

Xrm.Page.data

getIsValid     Do a validation check for the data in the form.

refresh      Asynchronously refresh all the data of the form without reloading the page.

save     Saves the record asynchronously with the option to set callback functions to be executed after the save operation is completed.

Xrm.Page.ui
clearFormNotification      Remove form level notifications.
close     Method to close the form.
controls      A collection of all the controls on the page.
formSelector.getCurrentItem      Method to return a reference to the form currently being shown.
formSelector.items     A collection of all the form items accessible to the current user.
getViewPortHeight     Method to get the height of the viewport in pixels.
getViewPortWidth     Method to get the width of the viewport in pixels.
getCurrentControl      Method to get the control object that currently has focus on the form.
getFormType     Method to get the form context for the record.
navigation.items     A collection of all the navigation items on the page.
setFormNotification      Display form level notifications.
refreshRibbon	Method to cause the ribbon to re-evaluate data that controls what is displayed in it.

Xrm.Page.data.entity

addOnSave                               Adds a function to be called when the record is saved.

attributes                                  The collection of attributes for the entity.

getDataXml                               Returns a string representing the xml that will be sent to the server when the record is saved.

getEntityName                         Returns a string representing the logical name of the entity for the record.

getId                                           Returns a string representing the GUID id value for the record.

getIsDirty                                   Returns a Boolean value that indicates if any fields in the form have been modified.

getPrimaryAttributeValue      Gets a string for the value of the primary attribute of the entity.

removeOnSave                        Removes a function to be called when the record is saved.

save                                            Saves the record with the options to close the form or open a new form after the save is completed.

Xrm.Page.getAttribute("...")

getAttributeType      Get the type of attribute.

getFormat     Get the attribute format.

getIsDirty      Determine whether the value of an attribute has changed since it was last saved.

getIsPartyList     Determine whether a lookup attribute represents a partylist lookup.

getMaxLength     Get the maximum length of string which an attribute that stores string data can have.

getName     Get the name of the attribute.

getParent parent to all attributes.

getRequiredLevel     Returns a string value indicating whether a value for the attribute is required or recommended.

getSubmitMode     Sets whether data from the attribute will be submitted when the record is saved. always / never / dirty

getUserPrivilege      Determine what privileges a user has for fields using Field Level Security.

getValue     Retrieves the data value for an attribute.

setRequiredLevel      Sets whether data is required or recommended for the attribute before the record can be saved. none / required / recommended

setSubmitMode     Returns a string indicating when data from the attribute will be submitted when the record is saved.

setValue      Sets the data value for an attribute.

Number

getMax     Returns a number indicating the maximum allowed value for an attribute.

getMin     Returns a number indicating the minimum allowed value for an attribute.

getPrecision      Returns the number of digits allowed to the right of the decimal point.

OnChange Event

addOnChange     Sets a function to be called when the attribute value is changed.

fireOnChange     Causes the OnChange event to occur on the attribute so that any script associated to that event can execute.

removeOnChange     Removes a function from the OnChange event hander for an attribute.

OptionSet

getInitialValue     Returns a value that represents the value set for an optionset or boolean attribute when the form opened.

getOption      Returns an option object with the value matching the argument passed to the method.

getOptions      Returns an option object with the value matching the argument passed to the method.

getSelectedOption      Returns the option object that is selected in an optionset attribute.

getText     Returns a string value of the text for the currently selected option for an optionset attribute.

Xrm.Page.context
client.getClient      Returns a value to indicate which client the script is executing in.
client.getClientState      Returns a value to indicate the state of the client.
getClientUrl      Returns the base URL that was used to access the application.
getCurrentTheme     Returns a string representing the current Microsoft Office Outlook theme chosen by the user.
getOrgLcid     Returns the LCID value that represents the base language for the organization.
getOrgUniqueName     Returns the unique text value of the organization’s name.
getQueryStringParameters     Returns a dictionary object of key value pairs that represent the query string arguments that were passed to the page.
getUserId     Returns the GUID of the SystemUser.Id value for the current user.
getUserLcid      Returns the LCID value that represents the provisioned language that the user selected as their preferred language.
getUserName     Returns the name of the current user.
getUserRoles      Returns an array of strings that represent the GUID values of each of the security roles that the user is associated with.
isOutlookClient      (Deprecated) Returns a Boolean value indicating if the user is using Microsoft Dynamics CRM for Microsoft Office Outlook.
isOutlookOnline      (Deprecated) Returns a Boolean value that indicates whether the user is connected to the Microsoft Dynamics CRM server.
prependOrgName     Prepends the organization name to the specified path.

Xrm.Page.getControl("...")

clearNotification     Remove a message already displayed for a control.

getAttribute     Get the attribute that the control is bound to.

getControlType     Get information about the type of control.

getDisabled     Returns whether the control is disabled.

getLabel     Returns the label for the control.

getName     Get the name of the control.

getParent     Get the section object that the control is in.

getVisible     Returns a value that indicates whether the control is currently visible.

setDisabled     Sets whether the control is disabled.

setFocus     Sets the focus on the control.

setLabel     Sets the label for the control.

setNotification     Display a message near the control to indicate that data is not valid.

setVisible     Sets a value that indicates whether the control is visible.

DateTime

setIsAllDay     Specify whether a date control should set a value including the entire day.

setShowTime     Specify whether a date control should show the time portion of the date.

Lookup

addCustomFilter     Use fetchXml to add additional filters to the results displayed in the lookup. Each filter will be combined with any previously added filters as an ‘AND’ condition.

addCustomView     Adds a new view for the lookup dialog box.

addPreSearch     Use this method to apply changes to lookups based on values current just as the user is about to view results for the lookup.

getDefaultView     Returns the Id value of the default lookup dialog view.

removePreSearch     Use this method to remove event handler functions that have previously been set for the PreSearch event.

setDefaultView     Sets the default view for the lookup control dialog.

OptionSet

addOption     Adds an option to an option set control.

clearOptions     Clears all options from an Option Set control.

removeOption     Removes an option from an Option Set control.

Web Resource or IFrame

getData     Returns the value of the data query string parameter passed to a Silverlight web resource.

getInitialUrl     Returns the default URL that an I-frame control is configured to display. This method is not available for web resources.

getObject     Returns the object in the form that represents an I- frame or web resource.

getSrc     Returns the current URL being displayed in an IFrame or web resource.

setData     Sets the value of the data query string parameter passed to a Silverlight web resource.

setSrc     Sets the URL to be displayed in an IFrame or web resource.

Other Controls

refresh     Refreshes the data displayed in a Sub-Grid.

setPrecision     Override the precision set for a number attribute.

Collections Methods

forEach     Apply an action in a delegate function to each object in the collection.

get     Get one or more object from the collection depending on the arguments passed.

getLength     Get the number of items in the collection.

execObj.getEventArgs().getSaveMode()

Save     1

Save and Close     2

Deactivate      5

Reactivate      6

Send (Email)     7

Disqualify (Lead)      15

Qualify (Lead)      16

Assign (user or team owned entities)      47

Save as Completed (Activities)      58

Save and New     59

AutoSave     70

Xrm.Page.ui.getFormType()

Undefined      0

Create     1

Update     2

Read Only      3

Disabled      4

Quick Create      5

Bulk Edit     6

Read Optimized      11