【原创】CRM 2015/2016,SSRS 生成PDF文件,幷以附件的形式发送邮件
主要步骤如下:
- 生成一条邮件记录
- 生成一条ActivityParty记录
- 生成PDF文件,并以Base64添加到ActivityMimeAttachment 中去
- 打开发送邮件窗口,以便编辑及发送邮件
第一,生成邮件记录
- CreateEmail: function () {
- var email = new Object();
- email.Subject = "Quotation";
- SDK.REST.createRecord(email, "Email", EmailCallBack, function (error) { alert(error.message); });
- },
第二,当成功建好邮件记录后,我们来生成ActivityParty记录
- // Email Call Back function
- EmailCallBack: function (result) {
- email1 = result;
- var activityParty = new Object();
- // Set the "party" of the ActivityParty // EntityReference of an entity this activityparty relatated to.
- activityParty.PartyId = {
- Id: Xrm.Page.context.getUserId(), // id of the the current user which becomes the sender
- LogicalName: "systemuser"
- };
- // Set the "activity" of the ActivityParty
- // EntityReference.
- activityParty.ActivityId = {
- Id: result.ActivityId,
- LogicalName: "email"
- };
- // Set the participation type (what role the party has on the activity).
- activityParty.ParticipationTypeMask = { Value: 1 }; // 1 mean Sender
- SDK.REST.createRecord(activityParty, "ActivityParty", ActivityPartyCallBack, function (error) { alert(error.message); });
- },
第三,当成功建好ActivityParty记录后,调用SSRS生成PDF形式的报表,并以附件形式附加到邮件中去
- ActivityPartyCallBack: function (result2) {
- // Generate the pdf file to attached to the Email.
- var responseSession = getReportingSession();
- encodePdf(responseSession);
- },
- // create a Email record with the attachement and other parameters.
- CreateEmailAttachment: function (bdy) {
- //Email attachment parameters
- var activitymimeattachment = Object();
- activitymimeattachment.ObjectId = Object();
- activitymimeattachment.ObjectId.LogicalName = "email";
- activitymimeattachment.ObjectId.Id = email1.ActivityId;
- activitymimeattachment.ObjectTypeCode = "email",
- activitymimeattachment.Subject = "File Attachment";
- activitymimeattachment.Body = bdy;
- activitymimeattachment.FileName = "Quotation.pdf";
- //Attachment call
- activitymimeattachment.MimeType = "application/pdf";
- SDK.REST.createRecord(activitymimeattachment, "ActivityMimeAttachment",ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
- },
第四,打开邮件编辑窗口,以便编辑及发送邮件。
- ActivityMimeAttachmentCallBack: function (result) {
- var options = {
- openInNewWindow: true
- };
- Xrm.Utility.openEntityForm("email", email1.ActivityId, null, options);
- },
以下是SSRS生成PDF的代码。
- //Encode the binary output pdf file to create an attachement
- encodePdf: function (responseSession) {
- var retrieveEntityReq = new XMLHttpRequest();
- var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + responseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + responseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
- retrieveEntityReq.open("GET", pth, true);
- retrieveEntityReq.setRequestHeader("Accept", "*/*");
- retrieveEntityReq.responseType = "arraybuffer";
- retrieveEntityReq.onreadystatechange = function () {
- if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
- var binary = "";
- var bytes = new Uint8Array(this.response);
- for (var i = 0; i < bytes.byteLength; i++) {
- binary += String.fromCharCode(bytes[i]);
- }
- var bdy = btoa(binary);
- CreateEmailAttachment(bdy);
- }
- };
- retrieveEntityReq.send();
- },
- getReportingSession: function () {
- var selectedIds = Xrm.Page.data.entity.getId();
- var reportName = "quotation.rdl";
- var reportGuid = // Report GUID - Replace with your report GUID
- var pth = Xrm.Page.context.getClientUrl() + "/CRMReports/rsviewer/QuirksReportViewer.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" + reportGuid + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" + reportName + "&isScheduledReport=false&p:<parameters Name In ssrs>=" + selectedIds.toLowerCase().replace(/[^a-z0-9-]/g, ''));
- // p:<parameters Name In ssrs> :Is optional when you want to have parameter.
- var x = retrieveEntityReq.responseText.lastIndexOf("ReportSession=");
- var y = retrieveEntityReq.responseText.lastIndexOf("ControlID=");
- var ret = new Array();
- ret[0] = retrieveEntityReq.responseText.substr(x + 14, 24);
- ret[1] = retrieveEntityReq.responseText.substr(x + 10, 32);
- return ret;
- },
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