Home > Uncategorized > Generate PDF from report in CRM online 2013

Generate PDF from report in CRM online 2013


I saw good post from crm community about how to generate pdf from the report and send it via email

https://community.dynamics.com/crm/f/117/t/126049.aspx?pi49829=2#responses

https://community.dynamics.com/crm/f/117/p/126122/271553.aspx

http://xrmmatrix.blogspot.cz/2011/06/creating-report-as-pdf-attachment-in.html?showComment=1402040197279

http://blogs.msdn.com/b/emeadcrmsupport/archive/2014/06/19/dynamics-crm-2013-custom-code-creating-a-report-as-a-pdf-attachment.aspx

copied from the community for my reference..

<!DOCTYPE html PUBLIC “-//W3C//DTD XHTML 1.0 Transitional//EN” “http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd”&gt;
<html xmlns=”http://www.w3.org/1999/xhtml”&gt;
<head>
<title></title>
<script src=”https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js”></script&gt;
<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>

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