Dynamic CRM 2013 Online how to execute Report, generate PDF and email

StackOverflow https://stackoverflow.com/questions/23404708

  •  13-07-2023
  •  | 
  •  

Question

I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and email it to the Customer.

Better I would like, When approver, clicks on the approve button, the system should auto generate a PDF of quote report, attach the PDF and email it to the Customer, without any further input from the user. If its not possible, I may have to put button on quote form.

I am using the attached code, but facing various issues.

  1. Under prepare the SOAP Message coding part, I am not sure what should be the below URL for CRM 2013 Online? 

    xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

  2. What should be the emailid here? Is it Recepient Contact id(Guid) ?

    var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;

alert("emailid" + emailid.toString());

  1. Using this code, not able to create Entity for "ActivityMimeAttachment", I am getting newEntity as undefined.

Below is the code I am using. Please check and help me out, where I am going wrong. Let me know if any better way to implement it. At present, I have put one button on quote form, on click event, below code will get executed.

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">


<title></title>

<script type="text/javascript">
var Xrm;      

if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }     

function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download

var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download

var recordid = Xrm.Page.data.entity.getId();

// recordid = recordid.substring(1, 37); //getting rid of curly brackets
            alert(recordid);

var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
            retrieveEntityReq.open("POST", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
            retrieveEntityReq.send("id=%7B" + reportId + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false");
            var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
            var ret = new Array();
            ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
            x = retrieveEntityReq.responseText.indexOf("ControlID=");
            ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
            return ret;
        }

function createEntity(ent, entName, upd) {

var jsonEntity = JSON.stringify(ent);
var createEntityReq = new XMLHttpRequest();
var ODataPath = Xrm.Page.context.getServerUrl() + "XRMServices/2011/OrganizationData.svc";
            createEntityReq.open("POST", ODataPath + "/" + entName + "Set" + upd, false);
            createEntityReq.setRequestHeader("Accept", "application/json");
            createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
            createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
            alert("new entity" + newEntity);
return newEntity;
        }

function createAttachment() {

var params = getReportingSession();
var recordid = Xrm.Page.data.entity.getId();
           alert("recordid " + recordid);
var orgName = Xrm.Page.context.getOrgUniqueName();
var userID = Xrm.Page.context.getUserId();

//create email record
// Prepare the SOAP message.

var xml = "<?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'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";

// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
            xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
            xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
            xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
            xHReq.setRequestHeader("Content-Length", xml.length);
            xHReq.send(xml);

// Capture the result

var resultXml = xHReq.responseXML;
           // alert("resultXml " + resultXml);

// Check for errors.
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
                alert("ERROR");

var msg = resultXml.selectSingleNode('//description').nodeTypedValue;
                alert(msg);
            }

var emailid = resultXml.selectSingleNode("//CreateResult").nodeTypedValue;
            alert("emailid" + emailid.toString());


//var emailid = userID;
var post = Object();
            post.Body = encodePdf(params);

var email = new Array();
            email[0] =new Object();
            email[0].id = emailid;
            email[0].entityType ='email';
            post.Subject ="File Attachment";
            post.AttachmentNumber = 1;
            post.FileName ="Report.pdf";
            post.MimeType ="application/pdf";
            post.ObjectId = Object();
            post.ObjectId.LogicalName ="email";
            post.ObjectId.Id = email[0].id;
            post.ObjectTypeCode ="email";
            alert(post.ObjectId.Id);
            createEntity(post,"ActivityMimeAttachment", "");
            alert("created successfully");

email.Subject = "Your Order";



    //Set The current order as the Regarding object

    email.RegardingObjectId = {

        Id: Xrm.Page.data.entity.getId(),    //Get the current entity Id , here OrderId

        LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”

    };



   //Create Email Activity 

    SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });


        }
// Email Call Back function

function EmailCallBack(result) {



    email = result; // Set the email to result to use it later in email attachment for retrieving activity Id



    var activityPartyFrom = new Object();

    // Set the From party of the ActivityParty to relate an entity with Email From field

    activityPartyFrom.PartyId = {

        Id: customerId,  // id of entity you want to associate this activity with.          

        LogicalName: "contact"

    };



    // Set the "activity" of the ActivityParty

    activityPartyFrom.ActivityId = {

        Id: result.ActivityId,

        LogicalName: "email"

    };

    // Now set the participation type that describes the role of the party on the activity).

    activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients

// Create the from ActivityParty for the email 

    SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });





    var activityPartyTo = new Object();

// Set the From party of the ActivityParty to relate an entity with Email From field

    activityPartyTo.PartyId = {

        Id: ownerId,  // id of entity you want to associate this activity with.          

        LogicalName: "systemuser"

    };



    // Set the "activity" of the ActivityParty  

    activityPartyTo.ActivityId = {

        Id: result.ActivityId,

        LogicalName: "email"

    };



// Now set the participation type that describes the role of the party on the activity).    activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender

// Create the from ActivityParty

    SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });



}


//ActivityParty From Callback

function ActivityPartyFromCallBack(result) {

}



//ActivityParty To Callback

function ActivityPartyToCallBack(result) {

}
var StringMaker = function () {

this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
            }
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
            }
this.toString = function () {
return this.parts.join('');
            }
        }
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
                chr1 = input[i++];
                chr2 = input[i++];
                chr3 = input[i++];
                enc1 = chr1 >> 2;
                enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
                enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
                enc4 = chr3 & 63;

if (isNaN(chr2)) {
                    enc3 = enc4 = 64;
                }


else if (isNaN(chr3)) {
                    enc4 = 64;
                }
                output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
            }
return output.toString();
        }
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
            bdy[bdyLen] = x;
            bdyLen++;
        }

function encodePdf(params) {
            bdy = new Array();
            bdyLen = 0;

var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
            retrieveEntityReq.open("GET", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.send();
            BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
        }
</SCRIPT>   



    <SCRIPT type=text/vbscript>

    Function BinaryToArray(Binary)

           Dim i

           ReDim byteArray(LenB(Binary))

           For i = 1 To LenB(Binary)

                 byteArray(i-1) = AscB(MidB(Binary, i, 1))

                 concat2Bdy(AscB(MidB(Binary, i, 1)))

         Next

          BinaryToArray = byteArray

   End Function


</SCRIPT>

</head>

<body>

<input type="button" onclick="createAttachment();" value="Attach Report" />

</body>

Thanks. and waiting for your valuable comments.

Was it helpful?

Solution

I resolved the issue by below code...

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
    <title></title>
    <script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
    <script type="text/javascript">
        if (typeof (SDK) == "undefined")
        { SDK = { __namespace: true }; }
        SDK.JScriptRESTDataOperations = {
            _context: function () {

                if (typeof GetGlobalContext != "undefined")
                { return GetGlobalContext(); }
                else {
                    if (typeof Xrm != "undefined") {
                        return Xrm.Page.context;
                    }
                    else { return new Error("Context is not available."); }
                }
            },
            _getServerUrl: function () {
                var serverUrl = this._context().getServerUrl()
                if (serverUrl.match(/\/$/)) {
                    serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                }
                return serverUrl;
            },
            _ODataPath: function () {
                return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
            },
            _errorHandler: function (req) {
                return new Error("Error : " +   req.status + ": " +  req.statusText + ": " +  JSON.parse(req.responseText).error.message.value);
            },
            _dateReviver: function (key, value) {
                var a;
                if (typeof value === 'string') {
                    a = /Date\(([-+]?\d+)\)/.exec(value);
                    if (a) {
                        return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
                    }
                }
                return value;
            },
            Create: function (object, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("POST", this._ODataPath() + type + "Set", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 201) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send(JSON.stringify(object));
            },
            Retrieve: function (id, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 200) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send();
            },
            Update: function (id, object, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();

                req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.setRequestHeader("X-HTTP-Method", "MERGE");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 204 || this.status == 1223) {
                            successCallback();
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send(JSON.stringify(object));
            },
            Delete: function (id, type, successCallback, errorCallback) {
                var req = new XMLHttpRequest();
                req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.setRequestHeader("X-HTTP-Method", "DELETE");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 204 || this.status == 1223) {
                            successCallback();
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }
                };
                req.send();

            },
            RetrieveMultiple: function (type, filter, successCallback, errorCallback) {

                if (filter != null) {
                    filter = "?" + filter;
                }
                else { filter = ""; }

                var req = new XMLHttpRequest();
                req.open("GET", this._ODataPath() + type + "Set" + filter, true);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
                req.onreadystatechange = function () {
                    if (this.readyState == 4 /* complete */) {
                        if (this.status == 200) {
                            successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
                        }
                        else {
                            errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
                        }
                    }

                };
                req.send();


            },
            __namespace: true
        };
    </script>
    <script type="text/javascript">
        //Create Email and link it with Order as Regarding field
        var Xrm;
        var email = new Object();
        var ownerID = "";
        var CustomerId = "";
        if (window.opener) { Xrm = window.opener.Xrm; }
        else if (window.parent) { Xrm = window.parent.Xrm; }

        //Get ownerid who send email of quotation to customer
        function GetOwnerID() {
            var owner = Xrm.Page.getAttribute("ownerid").getValue();
            ownerID = owner[0].id;
            var ownerName = owner[0].name;
            var entityType = owner[0].entityType;

            GetToEmailGUID();
        }


        //Get customerid who receive email of quotation from owner
        function GetToEmailGUID() {
            var Customer = Xrm.Page.getAttribute('customerid').getValue();
            CustomerId = Customer[0].id;
            var CustomerName = Customer[0].name;
            var entityType = Customer[0].entityType;

            //if CustomerId is type of "Account" then get Primary Contact id of that account 
            if (entityType == "account") {
                var contact = Xrm.Page.getAttribute("customerid").getValue();

                if (contact === null) return;

                var serverUrl = Xrm.Page.context.getClientUrl();
                var oDataSelect = serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet(guid'" + contact[0].id + "')?$select=PrimaryContactId";

                var req = new XMLHttpRequest();
                req.open("GET", oDataSelect, false);
                req.setRequestHeader("Accept", "application/json");
                req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
                req.onreadystatechange = function () {
                    if (req.readyState === 4) {
                        if (req.status === 200) {
                            var retrieved = JSON.parse(req.responseText).d;
                            CustomerId = retrieved.PrimaryContactId.Id;
                        }
                        else {
                            alert(this.statusText);
                        }
                    }
                };
                req.send();

            }
        }
        function CreateEmail() {
            GetOwnerID();
            email.Subject = "Email with Report Attachment";

            //Set The current order as the Regarding object
            email.RegardingObjectId = {

                Id: Xrm.Page.data.entity.getId(),    //Get the current entity Id , here OrderId
                LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”

            };
            //Create Email Activity 
            SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
        }

        // Email Call Back function

        function EmailCallBack(result) {
            email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
            var activityPartyFrom = new Object();

            // Set the From party of the ActivityParty to relate an entity with Email From field
            activityPartyFrom.PartyId = {
                Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238",  // id of entity you want to associate this activity with.          
                LogicalName: "contact"
            };
            // Set the "activity" of the ActivityParty

            activityPartyFrom.ActivityId = {
                Id: result.ActivityId,
                LogicalName: "email"
            };

            // Now set the participation type that describes the role of the party on the activity).

            activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients

            // Create the from ActivityParty for the email 

            SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });

            var activityPartyTo = new Object();

            // Set the From party of the ActivityParty to relate an entity with Email From field
            activityPartyTo.PartyId = {
                Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238",  // id of entity you want to associate this activity with.          
                LogicalName: "systemuser"
            };

            // Set the "activity" of the ActivityParty  
            activityPartyTo.ActivityId = {
                Id: result.ActivityId,
                LogicalName: "email"
            };

            // Now set the participation type that describes the role of the party on the activity).    
            activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender

            // Create the from ActivityParty

            SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
        }

        //ActivityParty From Callback

        function ActivityPartyFromCallBack(result) {
        }

        //ActivityParty To Callback

        function ActivityPartyToCallBack(result) {
            GetReportId('Quotation_Bitscape');
        }
        //Create attachment for the created email

        function CreateEmailAttachment() {
            //get reporting session and use the params to convert a report in PDF

            var params = getReportingSession();

            //Email attachment parameters

            var activitymimeattachment = Object();
            activitymimeattachment.ObjectId = Object();
            activitymimeattachment.ObjectId.LogicalName = "email";
            activitymimeattachment.ObjectId.Id = email.ActivityId;
            activitymimeattachment.ObjectTypeCode = "email",
                activitymimeattachment.Subject = "File Attachment";
            activitymimeattachment.Body = encodePdf(params);
            activitymimeattachment.FileName = "Report.pdf";
            activitymimeattachment.MimeType = "application/pdf";

            //Attachment call
            SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
        }

        //ActivityMimeAttachment CallBack function

        function ActivityMimeAttachmentCallBack(result) {
            var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
            var width = "800px";
            var height = "600px";

            window.open(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", features);

            // To open window which works in outlook and IE both
            //openStdWin(Xrm.Page.context.getServerUrl() + "main.aspx?etc=" + 4202 + "&pagetype=entityrecord&id=" + email.ActivityId, "_blank", width, height, features);
        }

        //This method will get the reportId based on a report name that will be used in            getReportingSession() function

        function GetReportId(reportName) {
            var oDataSetName = "ReportSet";
            var columns = "ReportId";
            var filter = "Name eq '" + reportName + "'";
            retrieveMultiple(oDataSetName, columns, filter, onSuccess);
        }

        function retrieveMultiple(odataSetName, select, filter, successCallback) {

            var serverUrl = Xrm.Page.context.getServerUrl();
            var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
            var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";

            if (select) {
                odataUri += "$select=" + select + "&";
            }

            if (filter) {
                odataUri += "$filter=" + filter;
            }

            $.ajax({
                type: "GET",
                contentType: "application/json; charset=utf-8",
                datatype: "json",
                url: odataUri,
                beforeSend: function (XMLHttpRequest) {
                    XMLHttpRequest.setRequestHeader("Accept", "application/json");

                },

                success: function (data) {
                    if (successCallback) {
                        if (data && data.d && data.d.results) {
                            successCallback(data.d.results);
                        }
                        else if (data && data.d) {
                            successCallback(data.d);
                        }
                        else {
                            successCallback(data);
                        }
                    }
                },
                error: function (XmlHttpRequest, errorThrown) {
                    if (XmlHttpRequest && XmlHttpRequest.responseText) {
                        alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
                    }
                }

            });

        }

        function onSuccess(data) {
            reportId = data[0].ReportId.replace('{', ").replace('}', ");
            CreateEmailAttachment(); // Create Email Attachment
        }

        //Gets the report contents

        function getReportingSession() {
            var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
            var retrieveEntityReq = new XMLHttpRequest();
            var Id = Xrm.Page.data.entity.getId();
            var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
            quotationGUID = quotationGUID.replace('}', "");

            var reportName = "Quotation_Report"; //set this to the report you are trying to download
            var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
            var rptPathString = ""; //set this to the CRMF_Filtered parameter
            var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
            retrieveEntityReq.open("POST", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

            rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
                            reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
            //remove the part starting from &p:salesorderid if your report has no parameters

            retrieveEntityReq.send(rptPathString);

            var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
            var ret = new Array();
            ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
            x = retrieveEntityReq.responseText.indexOf("ControlID=");
            ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id

            return ret;
        }
        var bdy = new Array();
        var bdyLen = 0;
        function concat2Bdy(x) {
            bdy[bdyLen] = x;
            bdyLen++;
        }
        function encodePdf(params) {

            bdy = new Array();
            bdyLen = 0;

            var retrieveEntityReq = new XMLHttpRequest();
            var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
            "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
            "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
            retrieveEntityReq.open("GET", pth, false);
            retrieveEntityReq.setRequestHeader("Accept", "*/*");
            retrieveEntityReq.send();
            BinaryToArray(retrieveEntityReq.responseBody);

            return encode64(bdy);

        }

        var StringMaker = function () {

            this.parts = [];
            this.length = 0;
            this.append = function (s) {
                this.parts.push(s);
                this.length += s.length;
            }

            this.prepend = function (s) {
                this.parts.unshift(s);
                this.length += s.length;
            }

            this.toString = function () {
                return this.parts.join('');
            }
        }

        var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";

        function encode64(input) {
            var output = new StringMaker();
            var chr1, chr2, chr3;
            var enc1, enc2, enc3, enc4;
            var i = 0;

            while (i < input.length) {
                chr1 = input[i++];
                chr2 = input[i++];
                chr3 = input[i++];

                enc1 = chr1 >> 2;
                enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
                enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
                enc4 = chr3 & 63;

                if (isNaN(chr2)) {
                    enc3 = enc4 = 64;

                } else if (isNaN(chr3)) {
                    enc4 = 64;
                }

                output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
            }

            return output.toString();

        }      
    </script>
    <script type="text/vbscript">

    Function BinaryToArray(Binary)

           Dim i

           ReDim byteArray(LenB(Binary))

           For i = 1 To LenB(Binary)

                 byteArray(i-1) = AscB(MidB(Binary, i, 1))

                 concat2Bdy(AscB(MidB(Binary, i, 1)))
         Next
          BinaryToArray = byteArray
   End Function
     </script>
</head>
<body>
    <input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>
Licensed under: CC-BY-SA with attribution
Not affiliated with StackOverflow
scroll top